We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

12.03% more ownership

Funds ownership: 220.18%232.22% (+12%)

9% more capital invested

Capital invested by funds: $4.18B → $4.54B (+$363M)

4% more funds holding

Funds holding: 279289 (+10)

41% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $17.9M

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.13%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$3.35M -$60.3K -2,732 -2%
Invesco
102
Invesco
Georgia
$3.23M +$66K +2,988 +2%
JRP
103
Jasper Ridge Partners
California
$3.1M
FWM
104
Focused Wealth Management
New York
$2.98M +$2.95M +133,596 New
NAM
105
NTV Asset Management
West Virginia
$2.96M -$443K -20,060 -13%
ERSOT
106
Employees Retirement System of Texas
Texas
$2.94M -$1.51M -68,400 -34%
SAM
107
Securian Asset Management
Minnesota
$2.85M +$1.25M +56,800 +80%
WP
108
WMS Partners
Maryland
$2.84M -$346K -15,656 -11%
PP
109
Palladium Partners
Virginia
$2.77M -$150K -6,800 -5%
FIMS
110
FBL Investment Management Services
Iowa
$2.74M
ICOA
111
Investment Centers of America
North Dakota
$2.68M +$531K +24,076 +25%
PI
112
Placemark Investments
Illinois
$2.67M +$2M +90,528 +314%
SAM
113
Sequent Asset Management
Texas
$2.63M +$2.6M +117,600 New
HJA
114
Hugh Johnson Advisors
New York
$2.55M +$1.25M +56,660 +99%
AA
115
Alesco Advisors
New York
$2.51M +$30.5K +1,380 +1%
GC
116
Guggenheim Capital
Illinois
$2.44M -$586K -26,564 -20%
IH
117
IFC Holdings
Florida
$2.42M +$797K +36,112 +50%
Northern Trust
118
Northern Trust
Illinois
$2.38M +$244K +11,076 +12%
GCAC
119
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.38M +$2.32M +105,100 New
OC
120
Oppenheimer & Co
New York
$2.37M -$9.05M -409,976 -79%
HPC
121
HM Payson & Co
Maine
$2.36M
USAA
122
United Services Automobile Association
Texas
$2.28M -$177 -8 -0%
ASN
123
Advisory Services Network
Georgia
$2.22M -$274K -12,396 -11%
MAA
124
Managed Account Advisors
New Jersey
$2.2M +$389K +17,624 +22%
STMM
125
South Texas Money Management
Texas
$2.13M +$64.9K +2,940 +3%