IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
LPL Financial
California
+$87.8M
2
UCFA
United Capital Financial Advisors
Texas
+$86.8M
3
SAS
Sage Advisory Services
Texas
+$83M
4
QA
Quantitative Advantage
Minnesota
+$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.1M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$12.6M
3
AP
Advisors Preferred
Maryland
-$6.53M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.03M
5
US Bancorp
US Bancorp
Minnesota
-$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
251
Rockefeller Financial Services
New York
$421K +$391K +15,680 +1,307%
ICAS
252
Investors Capital Advisory Services
Massachusetts
$418K -$64.3K -2,576 -13%
TIA
253
Tiemann Investment Advisors
California
$415K +$14.6K +584 +4%
CIM
254
Confluence Investment Management
Missouri
$410K -$329K -13,188 -45%
BOK
255
Bank of Kentucky
Kentucky
$408K – – –
SFG
256
SNS Financial Group
Minnesota
$399K -$693K -27,776 -63%
CCT
257
Capital City Trust
Florida
$390K – – –
FWP
258
FAS Wealth Partners
Kansas
$389K +$389K +15,600 New
BAM
259
Berkshire Asset Management
Pennsylvania
$385K -$45.8K -1,836 -11%
CCM
260
Covington Capital Management
California
$384K +$384K +15,372 New
WCM
261
Wealthcare Capital Management
Virginia
$374K +$22K +880 +6%
DADC
262
D.A. Davidson & Co
Montana
$373K +$70K +2,808 +23%
CAM
263
Cubic Asset Management
Massachusetts
$369K – – –
NAM
264
North American Management
Massachusetts
$359K -$99.7K -4,000 -22%
MHS
265
M Holdings Securities
Oregon
$356K -$120K -4,792 -25%
JIC
266
Johnson Investment Counsel
Ohio
$348K -$261K -10,480 -43%
EIM
267
Emerson Investment Management
Massachusetts
$343K -$20K -800 -6%
CAG
268
Crestwood Advisors Group
Massachusetts
$337K +$337K +13,492 New
BRWM
269
B. Riley Wealth Management
Tennessee
$328K +$328K +13,136 New
CCM
270
Condor Capital Management
New Jersey
$326K -$45.7K -1,828 -12%
IFA
271
Interactive Financial Advisors
Illinois
$326K -$1.1K -44 -0.3%
CWM
272
Cabot Wealth Management
Massachusetts
$323K -$32.4K -1,300 -9%
KFS
273
KMS Financial Services
Washington
$322K -$13.6K -544 -4%
KA
274
Kovack Advisors
Florida
$322K +$322K +13,428 New
Mariner
275
Mariner
Kansas
$316K +$316K +12,648 New
9 10
11
12 13