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iShares S&P 500 Growth ETF
IVW

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.69%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$226M
2
Morgan Stanley
Morgan Stanley
New York
+$88.7M
3
Wells Fargo
Wells Fargo
California
+$51.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$48.8M
5
FIG
FundX Investment Group
California
+$48.2M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$31.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
3
SIM
Strategic Investment Management
Virginia
-$27.2M
4
TT
Tiedemann Trust
Delaware
-$17.3M
5
VA
Valmark Advisers
Ohio
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
151
FDx Advisors
Illinois
$2.93M +$1.2M +43,936 +72%
ASN
152
Advisory Services Network
Georgia
$2.92M +$211K +7,728 +8%
HC
153
HHG & Company
Connecticut
$2.84M +$425K +15,560 +18%
AA
154
Alesco Advisors
New York
$2.81M -$201K -7,360 -7%
OC
155
Oppenheimer & Co
New York
$2.78M +$139K +5,104 +5%
VanEck Associates
156
VanEck Associates
New York
$2.71M +$2.65M +97,156 New
RJT
157
Raymond James Trust
Florida
$2.66M +$1.32M +48,188 +102%
MCM
158
Manchester Capital Management
Vermont
$2.56M +$171K +6,272 +7%
FBA
159
Front Barnett Associates
Illinois
$2.56M +$154K +5,640 +7%
CMP
160
Courage Miller Partners
Virginia
$2.53M -$2.42M -88,508 -49%
EB
161
Eastern Bank
Massachusetts
$2.5M +$179K +6,568 +8%
TA
162
Tiedemann Advisors
New York
$2.42M – – –
STMM
163
South Texas Money Management
Texas
$2.32M -$86K -3,148 -4%
AB
164
Atlas Brown
Kentucky
$2.3M +$185K +6,760 +9%
SRSA
165
S.R. Schill & Associates
Washington
$2.18M +$2.13M +78,120 New
GT
166
Greenleaf Trust
Michigan
$2.18M -$20.8K -760 -1%
SS
167
Sunbelt Securities
Texas
$2.17M +$2.12M +77,756 New
HPC
168
HM Payson & Co
Maine
$2.16M -$172K -6,300 -8%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$2.14M -$87.9K -3,216 -4%
SIAM
170
Sterling Investment Advisors (Missouri)
Missouri
$2.13M +$2.09M +76,444 New
First Trust Advisors
171
First Trust Advisors
Illinois
$2.11M -$211K -7,728 -9%
VKH
172
Virtu KCG Holdings
New York
$2.07M +$2.02M +74,080 New
RCAG
173
Rehmann Capital Advisory Group
Michigan
$2.07M -$26.6K -972 -1%
IF
174
Ironwood Financial
Arizona
$2.03M +$1.99M +72,868 New
AP
175
Advisors Preferred
Maryland
$2M +$1.25M +45,636 +175%
5 6
7
8 9

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.