IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K

Top Buyers

1
FP
Financial Perspectives
Minnesota
+$82.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$79.6M
3
AIP
Ameritas Investment Partners
Nebraska
+$32.6M
4
AF
Allworth Financial
California
+$31.3M
5
WIA
World Investment Advisors
California
+$30.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207M
2
CM
Churchill Management
California
-$200M
3
HNB
Huntington National Bank
Ohio
-$119M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
5
Stifel Financial
Stifel Financial
Missouri
-$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
301
Focus Financial Network
Minnesota
$3.67M +$419K +6,441 +13%
CAM
302
Cresset Asset Management
Illinois
$3.65M +$1.17M +18,014 +47%
NCM
303
Narwhal Capital Management
Georgia
$3.65M -$117K -1,800 -3%
SWMP
304
Signature Wealth Management Partners
New Jersey
$3.65M +$13.9K +213 +0.4%
CIAS
305
Capital Investment Advisory Services
North Carolina
$3.64M +$754K +11,582 +26%
AB
306
Atlas Brown
Kentucky
$3.63M -$66.4K -1,020 -2%
OC
307
Oppenheimer & Co
New York
$3.63M -$108K -1,666 -3%
First Trust Advisors
308
First Trust Advisors
Illinois
$3.63M -$621K -9,538 -15%
RJT
309
Raymond James Trust
Florida
$3.62M -$143K -2,201 -4%
5L
310
55I LLC
Massachusetts
$3.6M +$3.6M +55,296 New
FNBT
311
FineMark National Bank & Trust
Florida
$3.59M +$615K +9,448 +21%
CMO
312
Covenant Multifamily Offices
Texas
$3.58M +$490K +7,528 +16%
BFS
313
Bard Financial Services
Connecticut
$3.58M – – –
BDF
314
Balasa Dinverno & Foltz
$3.58M +$2.08K +32 +0.1%
MFG
315
Merit Financial Group
Georgia
$3.57M +$3.35M +51,459 +1,501%
ACM
316
Allred Capital Management
Texas
$3.57M -$1.81M -27,826 -34%
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$3.57M +$635K +9,754 +22%
MCC
318
Money Concepts Capital
Florida
$3.56M +$2.42M +37,185 +213%
IP
319
Investment Partners
Ohio
$3.56M +$714K +10,973 +25%
HCM
320
Hudson Capital Management
New Jersey
$3.55M +$8.47K +130 +0.2%
RSWM
321
Robertson Stephens Wealth Management
California
$3.51M +$949K +14,584 +37%
GRP
322
Global Retirement Partners
California
$3.48M +$303K +4,661 +10%
NFC
323
Northeast Financial Consultants
Connecticut
$3.46M – – –
TWP
324
Total Wealth Planning
Ohio
$3.34M +$8.92K +137 +0.3%
LNWTC
325
Laird Norton Wetherby Trust Company
Washington
$3.33M – – –
11 12
13
14 15