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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
AIA
176
Alerus Investment Advisors
Minnesota
$1.09M +$172K +6,952 +19%
BC
177
Brookfield Corp
Ontario, Canada
$1.07M -$128K -5,200 -11%
TNB
178
Thomasville National Bank
Georgia
$1.07M +$317K +12,824 +43%
Creative Planning
179
Creative Planning
Kansas
$1.06M +$78.4K +3,172 +8%
ANB
180
Amarillo National Bank
Texas
$1.06M +$1.05M +42,348 New
Two Sigma Investments
181
Two Sigma Investments
New York
$1.02M +$1.01M +40,900 New
DC
182
Davenport & Co
Virginia
$1.02M -$9.88K -400 -1%
SB
183
Suntrust Banks
Georgia
$1M
PRC
184
Platte River Capital
Colorado
$998K
FNBTCON
185
First National Bank & Trust Co of Newtown
Pennsylvania
$991K
SG Americas Securities
186
SG Americas Securities
New York
$990K -$2.66M -107,488 -73%
KT
187
Kanaly Trust
Texas
$985K +$541K +21,900 +125%
BAC
188
Boys Arnold & Co
North Carolina
$963K -$2.47K -100 -0.3%
ACM
189
Azimuth Capital Management
Michigan
$959K +$949K +38,404 New
PFG
190
Pacific Financial Group
Washington
$912K -$6.03K -244 -0.7%
AT
191
Arden Trust
Delaware
$911K +$901K +36,488 New
BFEC
192
Benjamin F. Edwards & Company
Missouri
$905K -$377K -15,276 -30%
FNBT
193
FineMark National Bank & Trust
Florida
$899K +$104K +4,208 +13%
PFPT
194
Pinnacle Financial Partners (Tennessee)
Tennessee
$889K -$42.2K -1,708 -5%
HCP
195
Holt Capital Partners
Texas
$870K
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$867K -$1.47M -59,512 -63%
FIM
197
Freedom Investment Management
Connecticut
$850K -$45.7K -1,848 -5%
BPCE
198
Bank Pictet & Cie (Europe)
Germany
$846K +$838K +33,908 New
AWM
199
Avior Wealth Management
Nebraska
$818K -$165K -6,676 -17%
FHA
200
First Horizon Advisors
Tennessee
$792K -$34.8K -1,408 -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.