IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAP
276
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.39M +$91.1K +2,420 +4%
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$2.38M -$524K -13,908 -18%
EB
278
Eastern Bank
Massachusetts
$2.37M +$4.07K +108 +0.2%
ACM
279
Allred Capital Management
Texas
$2.36M +$2.36M +62,736 New
BFG
280
Barber Financial Group
Kansas
$2.35M -$305K -8,108 -11%
SXL
281
Summit X LLC
Missouri
$2.33M +$21K +556 +0.9%
WP
282
WMS Partners
Maryland
$2.33M – – –
TFF
283
The Family Firm
Maryland
$2.31M +$10.4K +276 +0.5%
AMG
284
Asset Management Group
Connecticut
$2.3M -$64.5K -1,712 -3%
UBG
285
United Bank (Georgia)
Georgia
$2.29M -$49.3K -1,308 -2%
WT
286
Whittier Trust
California
$2.28M +$45.5K +1,208 +2%
SQA
287
Simon Quick Advisors
New Jersey
$2.25M -$641K -17,008 -22%
First Trust Advisors
288
First Trust Advisors
Illinois
$2.24M -$209K -5,540 -9%
QAM
289
Questar Asset Management
Minnesota
$2.24M +$2.24M +59,352 New
MAFM
290
Mid Atlantic Financial Management
Pennsylvania
$2.23M +$2.23M +59,244 New
WWM
291
Windsor Wealth Management
Indiana
$2.22M -$52K -1,380 -2%
BDF
292
Balasa Dinverno & Foltz
$2.21M – – –
AW
293
ACG Wealth
Georgia
$2.2M +$545K +14,468 +33%
ACP
294
Arcus Capital Partners
Georgia
$2.17M +$13.3K +352 +0.6%
IWP
295
Icon Wealth Partners
Texas
$2.14M +$818K +21,704 +62%
DK
296
Darrell & King
Virginia
$2.13M -$1.07M -28,288 -33%
DPI
297
Diversified Portfolios Inc
Michigan
$2.13M – – –
CC
298
Cadinha & Co
Hawaii
$2.12M -$352K -9,340 -14%
Calamos Advisors
299
Calamos Advisors
Illinois
$2.11M -$588K -15,616 -22%
STMM
300
South Texas Money Management
Texas
$2.1M -$12.4K -328 -0.6%
10 11
12
13 14