IVW icon

iShares S&P 500 Growth ETF

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DBT
351
Dubuque Bank & Trust
Iowa
$364K
CAG
352
Crestwood Advisors Group
Massachusetts
$360K -$5.79K -200 -2%
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$357K +$5.8K +200 +2%
OC
354
Oakworth Capital
Alabama
$355K +$139K +4,808 +65%
SFSIG
355
San Francisco Sentry Investment Group
California
$349K +$15.6K +540 +5%
PWAP
356
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$348K +$8.11K +280 +2%
AFG
357
Albion Financial Group
Utah
$347K -$100K -3,460 -22%
WSFS
358
Wilmington Savings Fund Society
Delaware
$347K
FCBT
359
First Citizens Bank & Trust
North Carolina
$347K +$347K +11,992 New
CIM
360
Confluence Investment Management
Missouri
$345K -$147K -5,068 -30%
CFA
361
Carroll Financial Associates
North Carolina
$343K
VWA
362
V Wealth Advisors
Kansas
$341K +$341K +11,720 New
SWP
363
Stratos Wealth Partners
Ohio
$338K -$58.6K -2,024 -15%
BSB
364
Bangor Savings Bank
Maine
$333K
PC
365
Premise Capital
Illinois
$320K -$2.21M -76,092 -87%
SWA
366
Sutton Wealth Advisors
Florida
$317K +$317K +10,928 New
William Blair & Company
367
William Blair & Company
Illinois
$315K -$33.3K -1,152 -10%
VWM
368
Valley Wealth Managers
New Jersey
$314K -$6.72K -232 -2%
CONA
369
Capital One National Association
New York
$310K
BBPWM
370
Blue Bell Private Wealth Management
Pennsylvania
$302K -$75.5K -2,604 -20%
CCM
371
Condor Capital Management
New Jersey
$300K +$6.14K +212 +2%
KT
372
Kanaly Trust
Texas
$299K
HSA
373
HBK Sorce Advisory
Pennsylvania
$298K -$104K -3,580 -26%
MCM
374
Murphy Capital Management
New Jersey
$289K -$11.6K -400 -4%
CAM
375
Concorde Asset Management
Michigan
$288K -$532K -18,384 -65%