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iShares S&P 500 Growth ETF
IVW

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 102

14% more funds holding in top 10

Funds holding in top 10: 35 → 40 (+5)

12% more capital invested

Capital invested by funds: $4.54B → $5.08B (+$542M)

12% more funds holding

Funds holding: 289 → 323 (+34)

8% less call options, than puts

Call options by funds: $563K | Put options by funds: $612K

12.9% less ownership

Funds ownership: 232.22% → 219.32% (-13%)

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
Simply Money Advisors
Ohio
+$33.6M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$28M
3
Wells Fargo
Wells Fargo
California
+$24.1M
4
WTIM
Wilmington Trust Investment Management
Delaware
+$21.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$78.9M
2
UCFA
United Capital Financial Advisors
Texas
-$74.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$18.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.28M
5
WT
Wilmington Trust
Delaware
-$6.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$949M +$5.84M +247,948 +0.6%
Wells Fargo
2
Wells Fargo
California
$447M +$24.1M +1,024,292 +6%
VA
3
Valmark Advisers
Ohio
$388M +$17.5M +741,388 +5%
Bank of America
4
Bank of America
North Carolina
$357M +$1.81M +76,620 +0.5%
WT
5
Wilmington Trust
Delaware
$253M -$6.05M -256,904 -2%
U
6
UBS
Switzerland
$192M +$6.05M +256,904 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$189M +$4.43M +188,108 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$130M +$4.15M +176,268 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$129M +$21.2M +898,212 +21%
WTIM
10
Wilmington Trust Investment Management
Delaware
$128M +$21.4M +908,180 +21%
WTNA
11
Wilmington Trust National Association
Delaware
$87.5M -$3.43M -145,440 -4%
TT
12
Tiedemann Trust
Delaware
$84.8M +$4.77M +202,424 +6%
SMA
13
Simply Money Advisors
Ohio
$76.9M +$33.6M +1,424,032 +84%
LPL Financial
14
LPL Financial
California
$75.6M +$5.07M +215,144 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$66.3M -$747K -31,696 -1%
SAS
16
Sage Advisory Services
Texas
$61.1M -$1.41M -59,720 -2%
FHB
17
First Hawaiian Bank
Hawaii
$60.6M +$4.09M +173,408 +8%
Axa
18
Axa
France
$54.2M +$15.9M +676,400 +45%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$49.3M +$5.17M +219,348 +12%
HB
20
Homrich & Berg
Georgia
$44M +$920K +39,036 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.8M +$561K +23,784 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$37.8M -$3.62M -153,696 -9%
US Bancorp
23
US Bancorp
Minnesota
$34.7M +$3M +127,460 +10%
CCMG
24
Clark Capital Management Group
Pennsylvania
$34.2M +$28M +1,188,516 +603%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$34.2M -$678K -28,768 -2%
1
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IVW Hedge Fund Activity: Q4 2013 in Review

323 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2013, worth a combined $5.08B — up 12% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IVW positions and 13 closed out — a net gain of 38 holders — while 121 added to existing stakes and 102 trimmed.

The largest buyer was Simply Money Advisors, adding an estimated $33.6M. The largest seller was JP Morgan Chase, cutting an estimated $78.9M.

  • 323 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2013, up from 289 in Q3 2013.
  • Funds reported $5.08B of iShares S&P 500 Growth ETF stock for Q4 2013, up 12% quarter-over-quarter.
  • 51 funds opened new iShares S&P 500 Growth ETF positions in Q4 2013 and 13 closed out, a net change of +38 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q4 2013 was Simply Money Advisors, an estimated $33.6M added.
  • The largest iShares S&P 500 Growth ETF seller in Q4 2013 was JP Morgan Chase, an estimated $78.9M sold.

Based on aggregated 13F filings for Q4 2013.