IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAC
226
Boys Arnold & Co
North Carolina
$1.5M 12,899 +8,399 +187%
FHA
227
First Horizon Advisors
Tennessee
$1.48M 12,646 -4,359 -26%
HS
228
Horan Securities
United States
$1.44M 11,747 -1,521 -11%
SIAM
229
Sterling Investment Advisors (Missouri)
Missouri
$1.41M 12,079 +49 +0.4%
IP
230
Investment Partners
Ohio
$1.37M 11,713 +975 +9%
BOH
231
Bank of Hawaii
Hawaii
$1.34M 11,525 -627 -5%
AIS
232
American Investment Services
Massachusetts
$1.34M 11,483 -685 -6%
ABC
233
Associated Banc-Corp
Wisconsin
$1.32M 11,342 -107 -0.9%
1GA
234
1st Global Advisors
Texas
$1.32M 11,342 – –
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$1.31M 11,191 -68 -0.6%
VIA
236
Vantage Investment Advisors
Pennsylvania
$1.27M 10,924 -190 -2%
TA
237
Tiedemann Advisors
New York
$1.26M 10,839 -27,783 -72%
HPC
238
HM Payson & Co
Maine
$1.26M 10,838 +50 +0.5%
CI
239
Conning Inc
Connecticut
$1.25M 10,759 – –
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$1.23M 10,581 -510 -5%
CS
241
Credit Suisse
Switzerland
$1.23M 10,547 -81,727 -89%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$1.21M 10,401 -305 -3%
CIC
243
Carnegie Investment Counsel
Ohio
$1.2M 9,880 – –
ACP
244
Arcus Capital Partners
Georgia
$1.17M 10,007 +1,735 +21%
FNBTCON
245
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M 9,823 – –
AW
246
ACG Wealth
Georgia
$1.15M 9,862 +671 +7%
RFS
247
Rockefeller Financial Services
New York
$1.12M 9,635 – –
EPP
248
ETF Portfolio Partners
Kansas
$1.11M 9,712 +1,082 +13%
Jane Street
249
Jane Street
New York
$1.1M 9,427 +9,427 New
SAM
250
Sequent Asset Management
Texas
$1.1M 9,400 – –
8 9
10
11 12