IVW icon

iShares S&P 500 Growth ETF

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M
Name Market Value Shares Shares
Change
Shares
Change %
WA
301
Waverly Advisors
Alabama
$31K 315 -28 -8%
RFS
302
Rockefeller Financial Services
New York
$30K 300
SF
303
Synovus Financial
Georgia
$29K 295 +295 New
BAM
304
Brave Asset Management
New Jersey
$27K 271 +271 New
PMFA
305
Plante Moran Financial Advisors
Michigan
$20K 204
TWA
306
TCI Wealth Advisors
Arizona
$19K 194 +159 +454%
MAM
307
Meeder Asset Management
Ohio
$18K 178
TDC
308
Thompson Davis & Co
Virginia
$17K 165 +165 New
First Manhattan
309
First Manhattan
New York
$16K 166 +66 +66%
KPCM
310
Kings Point Capital Management
New York
$15K 150
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$14K 144 +20 +16%
CFG
312
CKW Financial Group
Hawaii
$14K 138 +138 New
TIM
313
Tortoise Investment Management
New York
$12K 120
S
314
SignatureFD
Georgia
$11K 111 +101 +1,010%
BAM
315
Barrett Asset Management
New York
$9K 87
EK
316
Evensky & Katz
Florida
$9K 97 +1 +1%
CFA
317
Camarda Financial Advisors
Florida
$8K 84 +84 New
NMIS
318
Northwestern Mutual Investment Services
Wisconsin
$7K 75 +75 New
PWAG
319
Polaris Wealth Advisory Group
California
$5K 50
HDIM
320
Hanson & Doremus Investment Management
Vermont
$5K 50
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$3.26K 33 -194,830 -100%
MA
322
MCF Advisors
Kentucky
$3K 30
LFG
323
LifePlan Financial Group
Ohio
$2K 20
NDSI
324
Newman Dignan & Sheerar Inc
Rhode Island
$594 6,015 +1 +0%
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57 580 +580 New