IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
351
Dowling & Yahnke
California
$607K -$17.8K -540 -3%
MBT
352
Montecito Bank & Trust
California
$605K – – –
RW
353
REDW Wealth
New Mexico
$591K -$16.2K -492 -3%
IB
354
Intrust Bank
Kansas
$581K – – –
IIC
355
Integrated Investment Consultants
Michigan
$581K – – –
Lazard Asset Management
356
Lazard Asset Management
New York
$574K – – –
WAM
357
Wallington Asset Management
Indiana
$566K – – –
BJL
358
Brighton Jones LLC
Washington
$566K +$235K +7,148 +71%
MWM
359
Mission Wealth Management
California
$563K -$32.9K -1,000 -6%
SWA
360
SFMG Wealth Advisors
Texas
$559K – – –
OC
361
Oakworth Capital
Alabama
$554K -$11K -336 -2%
GMA
362
Goldstein Munger & Associates
California
$552K – – –
OWD
363
Osborn Williams & Donohoe
Ohio
$549K – – –
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$114K -3,468 -17%
SFA
365
Sequoia Financial Advisors
Ohio
$537K -$87.9K -2,676 -14%
CT
366
Cambridge Trust
Massachusetts
$529K -$34.2K -1,040 -6%
NCM
367
Neumann Capital Management
California
$520K – – –
VWM
368
Venturi Wealth Management
Texas
$515K +$515K +15,744 New
CCT
369
Capital City Trust
Florida
$514K – – –
DAS
370
Dynamic Advisor Solutions
Arizona
$513K +$20.8K +632 +4%
GEA
371
Glen Eagle Advisors
New Jersey
$509K – – –
WTB
372
Washington Trust Bank
Washington
$507K -$115K -3,504 -19%
WA
373
WESPAC Advisors
California
$501K +$501K +15,244 New
RSA
374
Robertson Stephens Advisors
California
$497K +$37.1K +1,128 +8%
TIA
375
Tiemann Investment Advisors
California
$493K -$5.91K -180 -1%
13 14
15
16 17