iShares S&P 500 Growth ETF
401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.
369% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 16
61% more call options, than puts
Call options by funds: $2.73M | Put options by funds: $1.69M
27% more funds holding in top 10
Funds holding in top 10: 44 → 56 (+12)
26% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 114
16% more capital invested
Capital invested by funds: $6.22B → $7.25B (+$1.02B)
16% more funds holding
Funds holding: 347 → 401 (+54)
1.4% more ownership
Funds ownership: 234.08% → 235.47% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$226M |
| 2 |
Morgan Stanley
New York
|
+$88.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$51.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$48.8M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$31.1M |
| 2 |
JP Morgan Chase
New York
|
-$28.1M |
| 3 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$27.2M |
| 4 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
-$17.3M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$16.8M |
IVW Hedge Fund Activity: Q4 2014 in Review
401 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2014, worth a combined $7.25B — up 16% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IVW positions and 16 closed out — a net gain of 59 holders — while 144 added to existing stakes and 114 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $226M. The largest seller was United Capital Financial Advisors, cutting an estimated $31.1M.
- 401 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2014, up from 347 in Q3 2014.
- Funds reported $7.25B of iShares S&P 500 Growth ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 75 funds opened new iShares S&P 500 Growth ETF positions in Q4 2014 and 16 closed out, a net change of +59 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $226M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2014 was United Capital Financial Advisors, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2014.