IVW icon

iShares S&P 500 Growth ETF

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
351
Central Trust Company
Missouri
$143K
LWA
352
Lowe Wealth Advisors
Maryland
$140K +$140K +5,008 New
BBHC
353
Brown Brothers Harriman & Co
New York
$134K
GWA
354
Genesis Wealth Advisors
Massachusetts
$131K +$131K +4,480 New
BWA
355
Burt Wealth Advisors
Maryland
$116K +$116K +3,800 New
WA
356
Winfield Associates
Ohio
$112K -$95.4K -3,408 -46%
KCM
357
Karp Capital Management
California
$112K +$112K +4,032 New
WEC
358
Winslow Evans & Crocker
Massachusetts
$108K
TDC
359
Thompson Davis & Co
Virginia
$106K +$4.67K +168 +5%
PG
360
Patten Group
Tennessee
$103K +$103K +3,668 New
Barclays
361
Barclays
United Kingdom
$82K -$854K -30,952 -91%
WTB
362
Washington Trust Bank
Washington
$81K
KT
363
Kanaly Trust
Texas
$81K
BAM
364
Barrett Asset Management
New York
$79K
SSB
365
Sandy Spring Bank
Maryland
$78K
MWP
366
MYCIO Wealth Partners
Pennsylvania
$77K +$222 +8 +0.3%
PMFA
367
Plante Moran Financial Advisors
Michigan
$74K +$21.3K +760 +40%
AssetMark Inc
368
AssetMark Inc
California
$73K +$335 +12 +0.5%
FBT
369
Founders Bank & Trust
Michigan
$71K
RFA
370
Reilly Financial Advisors
California
$67K -$32.5K -1,164 -33%
BAM
371
Brave Asset Management
New Jersey
$60K
EK
372
Evensky & Katz
Florida
$53K -$4.08M -143,640 -99%
LWM
373
LBA Wealth Management
Florida
$52K
CFA
374
Carroll Financial Associates
North Carolina
$49K -$8.99K -320 -16%
JWA
375
JFS Wealth Advisors
Pennsylvania
$48K