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
Morgan Stanley
1
Morgan Stanley
New York
$854M -$18.4M -834,476 -2%
Wells Fargo
2
Wells Fargo
California
$382M +$11.9M +537,364 +3%
VA
3
Valmark Advisers
Ohio
$335M +$26.3M +1,191,240 +9%
Bank of America
4
Bank of America
North Carolina
$321M +$21.1M +958,152 +7%
WT
5
Wilmington Trust
Delaware
$234M -$9.51M -430,636 -4%
U
6
UBS
Switzerland
$168M +$4.6M +208,188 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$167M +$7.52M +340,628 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$114M +$4.19M +189,880 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$96.6M +$12.5M +564,636 +15%
WTIM
10
Wilmington Trust Investment Management
Delaware
$95.6M +$18.4M +833,156 +24%
JP Morgan Chase
11
JP Morgan Chase
New York
$91.6M +$57.1M +2,584,924 +170%
WTNA
12
Wilmington Trust National Association
Delaware
$82.4M +$933K +42,256 +1%
UCFA
13
United Capital Financial Advisors
Texas
$70.8M +$4.96M +224,732 +8%
TT
14
Tiedemann Trust
Delaware
$68.8M +$649K +29,388 +0.9%
LPL Financial
15
LPL Financial
California
$64.6M +$737K +33,368 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$60.7M +$38M +1,723,484 +174%
SAS
17
Sage Advisory Services
Texas
$56.6M +$55.9M +2,532,904 New
SNC
18
Stifel Nicolaus & Co
Missouri
$52.3M +$11.8M +533,840 +30%
FHB
19
First Hawaiian Bank
Hawaii
$51M +$2.52M +114,380 +5%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$39.7M +$6.73M +305,116 +21%
HB
21
Homrich & Berg
Georgia
$39M +$2.95M +133,528 +8%
SMA
22
Simply Money Advisors
Ohio
$37.8M +$4.17M +188,780 +13%
KeyBank National Association
23
KeyBank National Association
Ohio
$37.6M -$2.37M -107,588 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$36.4M +$1.01M +45,660 +3%
Axa
25
Axa
France
$33.9M -$2.72M -123,200 -8%