IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$1.6M +$604K +18,364 +60%
ZIC
252
ZWJ Investment Counsel
Georgia
$1.58M +$1.58M +48,000 New
IF
253
Ironwood Financial
Arizona
$1.57M -$172K -5,224 -10%
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$1.57M -$263K -7,992 -14%
CWM
255
Concert Wealth Management
California
$1.56M +$46.4K +1,520 +3%
HS
256
Horan Securities
United States
$1.55M +$7.02K +216 +0.5%
BAC
257
Boys Arnold & Co
North Carolina
$1.55M -$40.8K -1,240 -3%
MCM
258
Manchester Capital Management
Vermont
$1.51M -$774K -23,560 -34%
AIS
259
American Investment Services
Massachusetts
$1.51M -$34.3K -1,044 -2%
HW
260
Hancock Whitney
Mississippi
$1.47M +$134K +4,072 +10%
IP
261
Investment Partners
Ohio
$1.47M -$59.2K -1,800 -4%
HS
262
Huntington Steele
Pennsylvania
$1.46M +$407K +12,376 +39%
ACP
263
Arcus Capital Partners
Georgia
$1.42M +$4.73K +144 +0.3%
SIAM
264
Sterling Investment Advisors (Missouri)
Missouri
$1.42M +$6.84K +208 +0.5%
CI
265
Conning Inc
Connecticut
$1.42M – – –
CIC
266
Carnegie Investment Counsel
Ohio
$1.36M -$678 -20 -0%
YWP
267
YorkBridge Wealth Partners
New York
$1.34M +$13.9K +412 +1%
AW
268
ACG Wealth
Georgia
$1.32M -$32.5K -988 -2%
PWAP
269
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.31M +$221K +6,724 +20%
HPC
270
HM Payson & Co
Maine
$1.28M -$288K -8,768 -18%
ABC
271
Associated Banc-Corp
Wisconsin
$1.28M -$201K -6,124 -14%
AA
272
Alesco Advisors
New York
$1.27M -$494K -15,020 -28%
RFS
273
Rockefeller Financial Services
New York
$1.27M – – –
JIP
274
Jaffetilchin Investment Partners
Florida
$1.26M +$1.26M +38,172 New
SAM
275
Sequent Asset Management
Texas
$1.24M – – –
9 10
11
12 13