IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
226
GenWealth Group
New Jersey
$2.99M +$243K +6,272 +9%
TNB
227
Thomasville National Bank
Georgia
$2.93M -$68.8K -1,776 -2%
FA
228
FDx Advisors
Illinois
$2.93M +$870K +22,452 +42%
GRP
229
Global Retirement Partners
California
$2.92M +$586K +15,116 +25%
FTIOP
230
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.91M -$173K -4,468 -6%
BAAM
231
Baker Avenue Asset Management
California
$2.91M +$69.5K +1,792 +2%
SCM
232
Stordahl Capital Management
Colorado
$2.84M -$26.5K -684 -0.9%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$2.83M -$40.3K -1,040 -1%
DBIA
234
Dumont & Blake Investment Advisors
New Jersey
$2.8M +$46.1K +1,188 +2%
BPCE
235
Bank Pictet & Cie (Europe)
Germany
$2.77M -$10.8M -277,400 -80%
NAM
236
NTV Asset Management
West Virginia
$2.76M -$931K -24,016 -25%
LF
237
Lee Financial
Texas
$2.75M -$71.9K -1,856 -3%
AllianceBernstein
238
AllianceBernstein
Tennessee
$2.73M -$49.5K -1,276 -2%
UBG
239
United Bank (Georgia)
Georgia
$2.68M -$245K -6,316 -8%
CCA
240
Clearwater Capital Advisors
Illinois
$2.68M +$100K +2,588 +4%
CC
241
Cadinha & Co
Hawaii
$2.67M -$15.9M -409,184 -86%
First Trust Advisors
242
First Trust Advisors
Illinois
$2.66M -$300K -7,728 -10%
AWM
243
Avior Wealth Management
Nebraska
$2.6M +$456K +11,772 +21%
CCM
244
Colorado Capital Management
Colorado
$2.59M – – –
AB
245
Atlas Brown
Kentucky
$2.57M +$158K +4,080 +7%
WP
246
WMS Partners
Maryland
$2.57M -$199K -5,136 -7%
EB
247
Eastern Bank
Massachusetts
$2.56M -$44.5K -1,148 -2%
IWM
248
IHT Wealth Management
Illinois
$2.55M -$461K -12,184 -15%
CFB
249
Cullen/Frost Bankers
Texas
$2.52M -$17.4K -448 -0.7%
IFWM
250
Institute for Wealth Management
Colorado
$2.5M +$1.17M +29,828 +87%
8 9
10
11 12