IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
State Street
State Street
Massachusetts
$72.8M
3
FA
FCG Advisors
New Jersey
$35.9M
4
SIM
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
251
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M – – –
RFS
252
Rockefeller Financial Services
New York
$1.12M – – –
SAM
253
Sequent Asset Management
Texas
$1.09M – – –
BAAM
254
Baker Avenue Asset Management
California
$1.08M -$22.6M -780,352 -95%
AW
255
ACG Wealth
Georgia
$1.07M +$856K +29,548 +409%
ACM
256
Argentus Capital Management
Texas
$1.03M -$426K -14,712 -29%
EPP
257
ETF Portfolio Partners
Kansas
$1M +$21.6K +744 +2%
Brown Advisory
258
Brown Advisory
Maryland
$983K -$224K -7,740 -19%
FPFS
259
First Personal Financial Services
North Carolina
$983K +$788K +27,200 +405%
Fiera Capital (Canada)
260
Fiera Capital (Canada)
Quebec, Canada
$982K -$182K -6,300 -16%
SCA
261
Snowden Capital Advisors
New York
$976K +$976K +33,680 New
ACP
262
Arcus Capital Partners
Georgia
$959K +$7.77K +268 +0.8%
TD Asset Management
263
TD Asset Management
Ontario, Canada
$954K +$55.3K +1,908 +6%
NFG
264
Nations Financial Group
Iowa
$927K +$20.5K +708 +2%
Nomura Asset Management
265
Nomura Asset Management
Japan
$927K +$927K +32,000 New
CT
266
Cambridge Trust
Massachusetts
$926K +$518K +17,880 +127%
AWM
267
Avior Wealth Management
Nebraska
$891K +$113K +3,904 +15%
BRWA
268
B. Riley Wealth Advisors
Florida
$867K -$24.9K -860 -3%
MG
269
Mather Group
Illinois
$862K +$46.6K +1,608 +6%
CIA
270
Choate Investment Advisors
Massachusetts
$860K +$492K +16,972 +133%
CFB
271
Cullen/Frost Bankers
Texas
$860K -$130K -4,496 -13%
JFA
272
JNBA Financial Advisors
Minnesota
$859K -$25.3K -872 -3%
PFP
273
Pinnacle Financial Partners
Tennessee
$858K +$49.3K +1,700 +6%
CB
274
Commerce Bank
Missouri
$850K +$28.3K +976 +3%
FWM
275
Focused Wealth Management
New York
$847K -$2.75M -95,016 -76%
9 10
11
12 13