IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

982 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+117
Holders Change %
+13.53%
% of All Funds
19.39%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
169
Increased
283
Reduced
334
Closed
42
Calls
$22M
Puts
$1.53M
Net Calls
+$20.4M
Net Calls Change
-$1.62M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$55.7M
2
JFA
Johanson Financial Advisors
California
$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$123M
5
WIA
World Investment Advisors
California
$15.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Axa
Axa
France
$0
3
HNB
Huntington National Bank
Ohio
$85M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$5.13M +$179K +3,696 +4%
TF
227
TIAA FSB
Florida
$5.11M +$280K +5,792 +6%
VC
228
Vestor Capital
Illinois
$5.11M -$102K -2,116 -2%
SCG
229
Sonata Capital Group
Washington
$5.08M -$234K -4,824 -4%
CA
230
Clearstead Advisors
Ohio
$5.08M -$108K -2,240 -2%
EWA
231
EP Wealth Advisors
California
$4.89M +$3.15M +64,968 +181%
BWA
232
BDO Wealth Advisors
Florida
$4.82M +$526K +10,860 +12%
NA
233
Nottingham Advisors
New York
$4.74M +$83.9K +1,700 +2%
SS
234
Sunbelt Securities
Texas
$4.67M +$382K +16,172 +9%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$4.67M -$179K -3,704 -4%
TD Asset Management
236
TD Asset Management
Ontario, Canada
$4.64M +$139K +3,540 +3%
CB
237
Commerce Bank
Missouri
$4.62M -$968 -20 -0%
BNP Paribas Financial Markets
238
BNP Paribas Financial Markets
France
$4.62M -$13.3M -273,964 -74%
HCM
239
Howard Capital Management
Georgia
$4.58M -$15.7M -357,632 -77%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$4.57M +$2.39M +48,672 +110%
CCP
241
Corient Capital Partners
California
$4.56M -$151K -3,116 -3%
IWAG
242
Integer Wealth Advisors Group
Georgia
$4.54M +$4.54M +89,108 New
DIM
243
Delta Investment Management
California
$4.53M +$1.47M +30,428 +48%
FHA
244
First Horizon Advisors
Tennessee
$4.49M -$22.3K -460 -0.5%
FMW
245
Farr Miller & Washington
District of Columbia
$4.42M +$253K +5,224 +6%
GRP
246
Global Retirement Partners
California
$4.36M -$16.1K -332 -0.4%
EPA
247
Element Pointe Advisors
Florida
$4.31M – – –
SCIM
248
Spring Creek Investment Management
Pennsylvania
$4.25M – – –
CFB
249
Cullen/Frost Bankers
Texas
$4.22M -$271K -5,588 -6%
RWMH
250
Riverpoint Wealth Management Holdings
Illinois
$4.14M +$8.33K +172 +0.2%
8 9
10
11 12