IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+86
Holders Change %
+13.92%
% of All Funds
15.99%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.86%
New
119
Increased
190
Reduced
250
Closed
27
Calls
$3.96M
Puts
$2.03M
Net Calls
+$1.93M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.2M
2
BlackRock
BlackRock
New York
+$25.2M
3
Bank of America
Bank of America
North Carolina
+$23.2M
4
Goldman Sachs
Goldman Sachs
New York
+$22.6M
5
Stifel Financial
Stifel Financial
Missouri
+$17.1M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$184M
2
VA
Valmark Advisers
Ohio
-$169M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$85.4M
5
HNB
Huntington National Bank
Ohio
-$66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$2.3M +$995K +26,068 +77%
BDF
252
Balasa Dinverno & Foltz
$2.28M – – –
PSUF
253
People's United Financial
Connecticut
$2.28M -$191K -4,988 -8%
STMM
254
South Texas Money Management
Texas
$2.23M -$104K -2,724 -4%
TA
255
Townsend & Associates
Colorado
$2.21M +$2.21M +57,924 New
SRSA
256
S.R. Schill & Associates
Washington
$2.2M -$22.9K -600 -1%
AWM
257
Avior Wealth Management
Nebraska
$2.11M +$663K +17,356 +46%
APA
258
American Portfolios Advisors
New York
$2.09M +$2.09M +54,704 New
CF
259
Corrigan Financial
Rhode Island
$2.08M -$153 -4 -0%
NFG
260
Noven Financial Group
Colorado
$2.08M -$197K -5,148 -9%
PGA
261
Premia Global Advisors
Florida
$2.08M +$2.08M +54,908 New
PWAP
262
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.04M +$45.4K +1,188 +2%
CRC
263
Curi RMB Capital
Illinois
$2.04M +$39.1K +1,024 +2%
SKK
264
Shepherd Kaplan Krochuk
Massachusetts
$2.03M +$2.03M +53,092 New
FA
265
FDx Advisors
Illinois
$2.02M -$1.76M -46,180 -47%
DC
266
Davenport & Co
Virginia
$1.98M -$92.9K -2,432 -4%
HCM
267
Hudson Capital Management
New Jersey
$1.96M +$1.96M +51,236 New
PCM
268
Perritt Capital Management
Illinois
$1.95M +$764 +20 +0%
EK
269
Evensky & Katz
Florida
$1.95M -$5.65K -148 -0.3%
BAC
270
Boys Arnold & Co
North Carolina
$1.95M +$50.9K +1,332 +3%
I
271
IberiaBank
Louisiana
$1.94M +$160K +4,104 +9%
XS
272
XML Securities
Maryland
$1.94M +$1.94M +50,704 New
NFG
273
Nations Financial Group
Iowa
$1.93M +$23.4K +612 +1%
EWM
274
Evercore Wealth Management
New York
$1.91M – – –
HCM
275
Howard Capital Management
Georgia
$1.9M +$1.9M +49,788 New
9 10
11
12 13