IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.58%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$308M
2
SIM
2
Scottrade Investment Management
Missouri
$134M
3
HI
3
Horizon Investments
North Carolina
$176M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$406M
5
Wells Fargo
5
Wells Fargo
California
$785M

Top Sellers

1
TT
1
Tiedemann Trust
Delaware
$44.2M
2
M&T Bank
2
M&T Bank
New York
$465M
3
VA
3
Valmark Advisers
Ohio
$408M
4
LI
4
LVZ Inc
Michigan
$0
5
ACM
5
Argentus Capital Management
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
TNB
251
Thomasville National Bank
Georgia
$1.15M 9,899 -705 -7%
FNBTCON
252
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M 9,823 – –
RFS
253
Rockefeller Financial Services
New York
$1.12M 9,635 – –
IP
254
Investment Partners
Ohio
$1.09M 9,445 -179 -2%
SAM
255
Sequent Asset Management
Texas
$1.09M 9,400 – –
CIC
256
Carnegie Investment Counsel
Ohio
$1.07M 9,740 -61 -0.6%
CFB
257
Cullen/Frost Bankers
Texas
$990K 8,548 +100 +1%
FMW
258
Farr Miller & Washington
District of Columbia
$988K 8,530 -771 -8%
AWA
259
Arete Wealth Advisors
Illinois
$983K 8,489 +904 +12%
EPP
260
ETF Portfolio Partners
Kansas
$978K 8,444 +461 +6%
ACM
261
Azimuth Capital Management
Michigan
$955K 8,245 +402 +5%
ACP
262
Arcus Capital Partners
Georgia
$950K 8,205 +8,205 New
FHA
263
First Horizon Advisors
Tennessee
$948K 8,187 -7,105 -46%
NFG
264
Nations Financial Group
Iowa
$906K 7,822 +7,822 New
SFA
265
Sequoia Financial Advisors
Ohio
$899K 7,768 +42 +0.5%
TD Asset Management
266
TD Asset Management
Ontario, Canada
$898K 7,756 +572 +8%
BRWA
267
B. Riley Wealth Advisors
Florida
$892K 7,698 +3,166 +70%
JFA
268
JNBA Financial Advisors
Minnesota
$883K 7,627 – –
JA
269
JOYN Advisors
Georgia
$858K 7,411 +1,670 +29%
Lazard Asset Management
270
Lazard Asset Management
New York
$850K 7,345 -260 -3%
FCI
271
Financial Counselors Inc
Kansas
$842K 7,271 +980 +16%
BA
272
Bristlecone Advisors
Washington
$838K 7,235 +7,235 New
CCS
273
Crosspoint Capital Strategies
California
$828K 7,422 +7,327 +7,713%
CB
274
Commerce Bank
Missouri
$822K 7,097 +100 +1%
CAM
275
Concorde Asset Management
Michigan
$821K 7,086 +7,086 New
9 10
11
12 13