We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

30% more call options, than puts

Call options by funds: $869K | Put options by funds: $669K

16.12% more ownership

Funds ownership: 219.32%235.44% (+16%)

14% more capital invested

Capital invested by funds: $5.08B → $5.8B (+$711M)

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

7% more funds holding

Funds holding: 323344 (+21)

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 123

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$14.4M -$494K -19,980 -3%
TF
52
Tompkins Financial
New York
$13.3M +$3.08M +124,568 +31%
LI
53
LVZ Inc
Michigan
$12.7M +$406K +16,440 +3%
IFS
54
Ifrah Financial Services
Arkansas
$12.6M -$213K -8,616 -2%
Comerica Bank
55
Comerica Bank
Texas
$12.3M -$419K -16,968 -3%
NSIM
56
North Star Investment Management
Illinois
$11.6M +$114K +4,620 +1%
GIA
57
GHP Investment Advisors
Colorado
$11.5M -$276K -11,180 -2%
RFC
58
Regions Financial Corp
Alabama
$10.9M -$2.32M -93,992 -18%
CCM
59
CWH Capital Management
Washington
$10.9M +$1.65M +66,628 +18%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$10.7M -$200K -8,104 -2%
ECM
61
Evergreen Capital Management
Washington
$10.7M -$705K -28,540 -6%
MBT
62
Monroe Bank & Trust
Michigan
$10.5M +$1.61M +65,028 +18%
DWA
63
Dorsey Wright & Associates
California
$9.67M +$9.67M +391,280 New
V
64
Veritable
Delaware
$9.59M -$26.2K -1,060 -0.3%
WF
65
WealthTrust Fairport
Ohio
$9.58M +$487K +19,728 +5%
SCG
66
Strategic Capital Group
Washington
$9.26M +$9.11M +368,716 +17,491%
SAM
67
Silvercrest Asset Management
New York
$8.9M +$69.2K +2,800 +0.8%
SI
68
Stephens Inc
Arkansas
$8.85M +$7.18M +290,832 +457%
NPC
69
National Planning Corporation
California
$8.68M +$963K +38,992 +13%
FTIOP
70
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.59M -$97.3K -3,940 -1%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.57M +$66.8K +2,704 +0.8%
CL
72
Choreo LLC
Illinois
$8.52M +$8.43M +341,256 New
TAIM
73
TD Ameritrade Investment Management
Nebraska
$8.48M -$273K -11,036 -3%
Prudential Financial
74
Prudential Financial
New Jersey
$8.43M -$88.9K -3,600 -1%
AIG
75
American International Group
New York
$8.39M -$366K -14,824 -4%

IVW Hedge Fund Activity: Q1 2014 in Review

344 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2014, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IVW positions and 15 closed out — a net gain of 22 holders — while 125 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $86.9M. The largest seller was Clark Capital Management Group, cutting an estimated $12.5M.

  • 344 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2014, up from 323 in Q4 2013.
  • Funds reported $5.8B of iShares S&P 500 Growth ETF stock for Q1 2014, up 14% quarter-over-quarter.
  • 37 funds opened new iShares S&P 500 Growth ETF positions in Q1 2014 and 15 closed out, a net change of +22 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2014 was LPL Financial, an estimated $86.9M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2014 was Clark Capital Management Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2014.