IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.67B
2
M&T Bank
M&T Bank
New York
+$289M
3
Morgan Stanley
Morgan Stanley
New York
+$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.5M
5
HC
HNP Capital
New York
+$65.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.1B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$123M
3
HNB
Huntington National Bank
Ohio
-$85M
4
Stifel Financial
Stifel Financial
Missouri
-$76.5M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$4.13M +$3.1M +75,044 +300%
BPA
227
Beacon Pointe Advisors
California
$4.09M +$873K +21,160 +27%
NCM
228
Narwhal Capital Management
Georgia
$4.08M -$2.7M -65,340 -40%
BRWA
229
B. Riley Wealth Advisors
Florida
$4.08M +$1.59M +38,596 +64%
SAG
230
Spotlight Asset Group
Illinois
$4.03M -$1.11M -26,892 -22%
CAL
231
Capital Analysts LLC
Pennsylvania
$4M -$1.16M -27,992 -22%
GT
232
Glenmede Trust
Pennsylvania
$3.97M – – –
BEC
233
Blue Edge Capital
Virginia
$3.88M +$1.07M +26,012 +38%
RWMH
234
Riverpoint Wealth Management Holdings
Illinois
$3.87M +$345K +8,356 +10%
22CM
235
20/20 Capital Management
California
$3.8M +$62.4K +1,316 +2%
NA
236
Nottingham Advisors
New York
$3.78M -$280K -6,628 -7%
CB
237
Commerce Bank
Missouri
$3.76M -$182K -4,408 -5%
FMW
238
Farr Miller & Washington
District of Columbia
$3.74M -$31.5K -764 -0.8%
BOTW
239
Bank of the West
California
$3.73M +$3.1M +75,148 +490%
TCB
240
Texas Capital Bancshares
Texas
$3.68M +$438K +10,624 +14%
EPA
241
Element Pointe Advisors
Florida
$3.68M – – –
JGC
242
J. Goldman & Co
New York
$3.63M +$2.82M +68,340 +347%
SCIM
243
Spring Creek Investment Management
Pennsylvania
$3.62M – – –
FHA
244
First Horizon Advisors
Tennessee
$3.58M -$252K -6,104 -7%
CFB
245
Cullen/Frost Bankers
Texas
$3.57M -$24.4K -592 -0.7%
FTIOP
246
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.55M +$3.55M +86,008 New
First Trust Advisors
247
First Trust Advisors
Illinois
$3.53M -$991K -24,012 -22%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$3.5M +$3.5M +84,800 New
CWM
249
CCG Wealth Management
California
$3.47M -$1.35M -32,656 -28%
IB
250
Intrust Bank
Kansas
$3.44M +$554K +13,436 +19%
8 9
10
11 12