IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$3.12M +$232K +5,384 +8%
TWM
252
Tolleson Wealth Management
Texas
$3.12M – – –
DBIA
253
Dumont & Blake Investment Advisors
New Jersey
$3.11M -$63.9K -1,484 -2%
B
254
Bailard
California
$3.11M -$128K -2,968 -4%
OC
255
Oppenheimer & Co
New York
$3.07M -$48.6K -1,128 -2%
TNB
256
Thomasville National Bank
Georgia
$3.05M -$70.7K -1,640 -2%
PIMG
257
Patriot Investment Management Group
Tennessee
$3.01M +$3.01M +69,824 New
ACM
258
Allred Capital Management
Texas
$3M +$270K +6,192 +10%
SCM
259
Stordahl Capital Management
Colorado
$2.97M -$52.9K -1,200 -2%
NAM
260
NTV Asset Management
West Virginia
$2.91M -$25.9K -600 -0.9%
EIP
261
Ellis Investment Partners
Pennsylvania
$2.87M -$50.3K -1,156 -2%
LF
262
Lee Financial
Texas
$2.86M +$4.31K +100 +0.2%
WT
263
Whittier Trust
California
$2.86M +$254K +5,884 +10%
PWAP
264
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.81M +$83.8K +1,944 +3%
BMCM
265
Bryn Mawr Capital Management
Pennsylvania
$2.81M +$87.1K +2,020 +3%
SF
266
Synovus Financial
Georgia
$2.81M -$156K -3,616 -5%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$2.79M -$284K -6,584 -9%
CCM
268
Colorado Capital Management
Colorado
$2.79M – – –
AB
269
Atlas Brown
Kentucky
$2.77M -$20.3K -472 -0.7%
CWAG
270
Compton Wealth Advisory Group
Virginia
$2.74M -$8.1K -188 -0.3%
TWP
271
Total Wealth Planning
Ohio
$2.74M -$59.3K -1,376 -2%
SQA
272
Simon Quick Advisors
New Jersey
$2.71M +$139K +3,236 +5%
CBU
273
CIBC Bank USA
Illinois
$2.7M -$158K -3,676 -6%
GRP
274
Global Retirement Partners
California
$2.69M -$294K -6,828 -10%
CRC
275
Curi RMB Capital
Illinois
$2.69M -$316K -7,332 -11%
9 10
11
12 13