IVW icon

iShares S&P 500 Growth ETF

424 hedge funds and large institutions have $7.04B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
424
Holders Change
Holders Change %
0%
% of All Funds
11.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.62%
New
27
Increased
166
Reduced
148
Closed
23
Calls
$5.68M
Puts
$1.82M
Net Calls
+$3.86M
Net Calls Change
+$2.76M
Name Market Value Shares Shares
Change
Shares
Change %
PGA
351
Portland Global Advisors
Maine
$208K 1,928
AF
352
Aldebaran Financial
$203K 1,880
WT
353
Whittier Trust
California
$199K 1,847
FPFS
354
First Personal Financial Services
North Carolina
$196K 1,810 +183 +11%
IFA
355
Interactive Financial Advisors
Illinois
$195K 1,808 -8 -0.4%
CTC
356
Central Trust Company
Missouri
$182K 1,688 +67 +4%
DBT
357
Dubuque Bank & Trust
Iowa
$179K 1,660 -170 -9%
KIG
358
Kessler Investment Group
Indiana
$167K 1,546 +1,546 New
RBC
359
Roble Belko & Company
Pennsylvania
$151K 1,403
Simplex Trading
360
Simplex Trading
Illinois
$140K 1,302 +1,245 +2,184%
LWA
361
Lowe Wealth Advisors
Maryland
$135K 1,252
BCM
362
Brookstone Capital Management
Illinois
$134K 1,244 -851 -41%
BBHC
363
Brown Brothers Harriman & Co
New York
$131K 1,213 +9 +0.7%
GWM
364
Gupta Wealth Management
California
$130K 1,205 -1,195 -50%
QAM
365
QCI Asset Management
New York
$128K 1,184 +1,184 New
CGH
366
Cleary Gull Holdings
Wisconsin
$125K 1,163
BWA
367
Burt Wealth Advisors
Maryland
$102K 950
BC
368
Bartlett & Co
Ohio
$100K 929 +863 +1,308%
PG
369
Patten Group
Tennessee
$98.9K 917
HCMT
370
Highland Capital Management (Tennessee)
Tennessee
$92K 850
S
371
SignatureFD
Georgia
$82K 765
TDC
372
Thompson Davis & Co
Virginia
$79K 736 -32 -4%
KT
373
Kanaly Trust
Texas
$78K 725 -2,159 -75%
BAM
374
Barrett Asset Management
New York
$76K 704
SSB
375
Sandy Spring Bank
Maryland
$76K 703