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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
HRIA
201
Haberer Registered Investment Advisor
Ohio
$778K -$107K -4,340 -12%
JFA
202
JNBA Financial Advisors
Minnesota
$778K -$4.55K -184 -0.6%
CFB
203
Cullen/Frost Bankers
Texas
$771K -$4.45K -180 -0.6%
Lazard Asset Management
204
Lazard Asset Management
New York
$767K
GLRA
205
Gerald L. Ray & Associates
Texas
$717K +$148K +6,000 +26%
AWA
206
Arete Wealth Advisors
Illinois
$715K -$3.95K -160 -0.6%
OWD
207
Osborn Williams & Donohoe
Ohio
$712K
VIA
208
Vantage Investment Advisors
Pennsylvania
$700K -$8.89K -360 -1%
NES
209
New England Securities
New York
$679K -$284K -11,508 -30%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$679K +$240K +9,728 +56%
NPF
211
Norris Perne & French
Michigan
$673K +$666K +26,960 New
HCMNY
212
Howard Capital Management (New York)
New York
$655K +$138K +5,600 +27%
IB
213
Intrust Bank
Kansas
$651K
FA
214
FCG Advisors
New Jersey
$649K -$7.31K -296 -1%
SFA
215
Sequoia Financial Advisors
Ohio
$630K -$42.5K -1,720 -6%
DSC
216
Duncker Streett & Co
Missouri
$626K +$68.3K +2,764 +12%
SHGA
217
Sand Hill Global Advisors
California
$623K -$52.6K -2,128 -8%
BJL
218
Brighton Jones LLC
Washington
$623K -$5.43K -220 -0.9%
HW
219
Hancock Whitney
Mississippi
$615K -$103K -4,160 -14%
SS
220
SG Select
Florida
$606K +$71.7K +2,904 +14%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$601K
AI
222
Accredited Investors
Minnesota
$596K -$593 -24 -0.1%
NL
223
NWAM LLC
Washington
$582K +$576K +23,304 New
JFG
224
JMG Financial Group
Illinois
$578K
DY
225
Dowling & Yahnke
California
$570K -$6.42K -260 -1%

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.