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 %
AIA
376
Alerus Investment Advisors
Minnesota
$282K
AAM
377
Augustine Asset Management
Florida
$281K
GS
378
Girard Securities
California
$278K -$64.7K -2,232 -19%
SWM
379
SVA Wealth Management
Wisconsin
$278K
CPO
380
Cerity Partners OCIO
New York
$277K -$1.86K -64 -0.7%
BFG
381
Beacon Financial Group
Texas
$275K
SAM
382
Shamrock Asset Management
Texas
$268K +$268K +9,240 New
AFP
383
Ausdal Financial Partners
Iowa
$266K -$69.5K -2,400 -21%
VC
384
Vicus Capital
Pennsylvania
$261K -$72.8K -2,512 -22%
HCM
385
Hollencrest Capital Management
California
$259K
DIS
386
Diversified Investment Strategies
Louisiana
$256K
HCM
387
Harvey Capital Management
Florida
$254K
FNT
388
First National Trust
Pennsylvania
$251K -$49.7K -1,716 -17%
TF
389
Tompkins Financial
New York
$247K -$221K -7,624 -47%
SC
390
Savant Capital
Illinois
$246K -$115K -3,948 -32%
FPIS
391
Financial Planning & Information Services
Wisconsin
$246K
KSA
392
Ken Stern & Associates
California
$244K -$1.22M -42,172 -83%
FAT
393
First American Trust
California
$241K
AC
394
Alexandria Capital
Virginia
$240K
BC
395
Bartlett & Co
Ohio
$239K +$89.8K +3,100 +60%
WAM
396
Wolverine Asset Management
Illinois
$237K -$355K -12,280 -60%
Cetera Investment Advisers
397
Cetera Investment Advisers
Illinois
$235K -$76.5K -2,624 -25%
AC
398
Addison Capital
Pennsylvania
$235K
CTA
399
Chesley Taft & Associates
Illinois
$235K
PL
400
Parthenon LLC
Kentucky
$234K