iShares S&P 500 Growth ETF
288 hedge funds and large institutions have $4.53B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 120 increasing their positions, 90 reducing their positions, and 18 closing their positions.
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
33% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 90
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
13% more capital invested
Capital invested by funds: $3.99B → $4.53B (+$538M)
11.83% more ownership
Funds ownership: 220.23% → 232.07% (+12%)
3% more funds holding
Funds holding: 279 → 288 (+9)
41% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$57.1M |
| 2 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$55.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$26.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.4M |
| 2 |
Citigroup
New York
|
-$17.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.2M |
| 5 |
WT
Wilmington Trust
Wilmington,
Delaware
|
-$9.51M |
IVW Hedge Fund Activity: Q3 2013 in Review
288 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2013, worth a combined $4.53B — up 13% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IVW positions and 18 closed out — a net gain of 12 holders — while 120 added to existing stakes and 90 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $57.1M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.
- 288 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2013, up from 279 in Q2 2013.
- Funds reported $4.53B of iShares S&P 500 Growth ETF stock for Q3 2013, up 13% quarter-over-quarter.
- 30 funds opened new iShares S&P 500 Growth ETF positions in Q3 2013 and 18 closed out, a net change of +12 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2013 was JP Morgan Chase, an estimated $57.1M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2013 was Morgan Stanley, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2013.