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iShares S&P 500 Growth ETF
IVW

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: 40 → 44 (+4)

7% more funds holding

Funds holding: 323 → 344 (+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

Top Buyers

1
LPL Financial
LPL Financial
California
+$86.9M
2
UCFA
United Capital Financial Advisors
Texas
+$85.9M
3
SAS
Sage Advisory Services
Texas
+$82.2M
4
QA
Quantitative Advantage
Minnesota
+$63.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.4M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$12.5M
2
AP
Advisors Preferred
Maryland
-$6.46M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.97M
4
US Bancorp
US Bancorp
Minnesota
-$3.53M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
126
NTV Asset Management
West Virginia
$2.81M – – –
FHC
127
First Heartland Consultants
Missouri
$2.8M +$2.77M +112,160 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$2.8M +$430K +17,408 +18%
SI
129
SII Investments
Wisconsin
$2.79M +$627K +25,380 +28%
Northern Trust
130
Northern Trust
Illinois
$2.75M -$20.1K -812 -0.7%
ICOA
131
Investment Centers of America
North Dakota
$2.68M +$1.99M +80,724 +208%
GCAC
132
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.51M -$156K -6,300 -6%
ASN
133
Advisory Services Network
Georgia
$2.49M -$2.67K -108 -0.1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$2.45M +$249K +10,064 +11%
OC
135
Oppenheimer & Co
New York
$2.44M -$156K -6,320 -6%
GT
136
Greenleaf Trust
Michigan
$2.41M -$1.94M -78,388 -45%
MAA
137
Managed Account Advisors
New Jersey
$2.37M -$2.35M -95,020 -50%
STMM
138
South Texas Money Management
Texas
$2.34M -$39K -1,580 -2%
HPC
139
HM Payson & Co
Maine
$2.23M -$398K -16,100 -15%
TA
140
Tiedemann Advisors
New York
$2.17M – – –
FBA
141
Front Barnett Associates
Illinois
$2M +$138K +5,580 +7%
EB
142
Eastern Bank
Massachusetts
$1.99M -$89.2K -3,612 -4%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$1.98M +$34.7K +1,404 +2%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$1.93M +$108K +4,360 +6%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$1.87M -$21.7K -880 -1%
SNT
146
Security National Trust
West Virginia
$1.84M – – –
SGCA
147
Steel Grove Capital Advisors
Tennessee
$1.84M +$948K +38,368 +109%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$1.81M +$109K +4,396 +6%
PSUF
149
People's United Financial
Connecticut
$1.8M -$7.12K -288 -0.4%
GC
150
Guggenheim Capital
Illinois
$1.7M -$627K -25,364 -27%
4 5
6
7 8

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.