IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
People's United Financial
Connecticut
+$72.9M
2
CWM
Connecticut Wealth Management
Connecticut
+$30.2M
3
PIM
Parker Investment Management
California
+$21.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$77.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$41.3M
4
Morgan Stanley
Morgan Stanley
New York
-$37.6M
5
Wells Fargo
Wells Fargo
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
326
Private Capital Group
Connecticut
$1.93M +$231K +5,676 +14%
TA
327
Townsend & Associates
Colorado
$1.92M -$562K -12,280 -23%
PFP
328
Pinnacle Financial Partners
Tennessee
$1.91M +$64.9K +1,448 +4%
UBS AM
329
UBS AM
Illinois
$1.9M -$228K -5,084 -11%
CW
330
Cobiz Wealth
Colorado
$1.89M +$284K +6,336 +18%
EWM
331
Evercore Wealth Management
New York
$1.88M +$26.9K +600 +1%
CIC
332
Carnegie Investment Counsel
Ohio
$1.88M +$2.87K +64 +0.2%
IP
333
Investment Partners
Ohio
$1.87M +$26.5K +592 +1%
GT
334
Glenview Trust
Kentucky
$1.79M – – –
GVAG
335
Great Valley Advisor Group
Delaware
$1.74M -$41.6K -928 -2%
HPC
336
HM Payson & Co
Maine
$1.73M +$1.73M +38,668 New
JIP
337
Jaffetilchin Investment Partners
Florida
$1.71M -$1.08K -24 -0.1%
YWP
338
YorkBridge Wealth Partners
New York
$1.7M -$12.6K -280 -0.7%
MPW
339
MA Private Wealth
California
$1.69M -$124K -2,768 -7%
SAM
340
Sequent Asset Management
Texas
$1.69M – – –
QCM
341
Quest Capital Management
Texas
$1.68M +$75.7K +1,688 +5%
FFN
342
Focus Financial Network
Minnesota
$1.68M +$89.4K +1,996 +6%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$1.68M -$81.4K -1,816 -5%
EWA
344
EP Wealth Advisors
California
$1.67M +$353K +7,872 +27%
TCB
345
Texas Capital Bancshares
Texas
$1.67M +$1.67M +37,156 New
Franklin Resources
346
Franklin Resources
California
$1.66M +$457K +10,200 +38%
MFW
347
Meristem Family Wealth
Minnesota
$1.65M – – –
GPWA
348
Great Point Wealth Advisors
Massachusetts
$1.64M -$77.1K -1,720 -5%
BRWA
349
B. Riley Wealth Advisors
Florida
$1.62M +$214K +4,772 +15%
Truist Financial
350
Truist Financial
North Carolina
$1.62M -$58.4K -1,304 -3%
12 13
14
15 16