IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
376
Frontier Wealth Management
Missouri
$402K 3,297 -16 -0.5%
TFO
377
Tarbox Family Office
California
$400K 3,288 – –
SIC
378
Sigma Investment Counselors
Michigan
$389K 3,197 – –
VWA
379
V Wealth Advisors
Kansas
$383K 3,140 -38 -1%
BAM
380
Berkshire Asset Management
Pennsylvania
$382K 3,136 -240 -7%
BBPWM
381
Blue Bell Private Wealth Management
Pennsylvania
$380K 3,236 – –
HSA
382
HBK Sorce Advisory
Pennsylvania
$379K 3,111 +414 +15%
RWM
383
RKL Wealth Management
Pennsylvania
$369K 3,031 +3,031 New
MCTIC
384
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
WSFS
385
Wilmington Savings Fund Society
Delaware
$365K 2,997 – –
AFG
386
Albion Financial Group
Utah
$365K 2,994 – –
CFA
387
Carroll Financial Associates
North Carolina
$359K 2,948 -17 -0.6%
EFS
388
Essex Financial Services
Connecticut
$353K 2,897 +206 +8%
CAG
389
Crestwood Advisors Group
Massachusetts
$344K 2,823 -30 -1%
PAG
390
Pinnacle Advisory Group
Maryland
$333K 2,734 – –
SWA
391
Sutton Wealth Advisors
Florida
$333K 2,732 – –
CCM
392
Condor Capital Management
New Jersey
$331K 2,720 +5 +0.2%
Neuberger Berman Group
393
Neuberger Berman Group
New York
$326K 2,673 +2,673 New
VKH
394
Virtu KCG Holdings
New York
$324K 2,662 -1,454 -35%
CONA
395
Capital One National Association
New York
$324K 2,660 – –
RIA
396
Regal Investment Advisors
Michigan
$317K 2,599 -4,059 -61%
WCM
397
Wealthcare Capital Management
Virginia
$315K 2,590 -505 -16%
GS
398
Girard Securities
California
$315K 2,583 -249 -9%
FWCM
399
Ferguson Wellman Capital Management
Oregon
$314K 2,577 -1,811 -41%
MSAM
400
Moloney Securities Asset Management
Missouri
$307K 2,523 +2,523 New
14 15
16
17 18