IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
376
Evanson Asset Management
California
$652K +$652K +18,188 New
CMP
377
Courage Miller Partners
Virginia
$649K -$44.5K -1,240 -6%
VC
378
Vicus Capital
Pennsylvania
$627K -$94.8K -2,644 -13%
JWBC
379
J.W. Burns & Co
New York
$627K -$93.9K -2,620 -13%
RW
380
REDW Wealth
New Mexico
$624K -$16.5K -460 -3%
WAM
381
Wallington Asset Management
Indiana
$617K – – –
IIC
382
Integrated Investment Consultants
Michigan
$612K -$20.5K -572 -3%
SG
383
StoneX Group
New York
$609K -$85K -2,372 -12%
SWA
384
SFMG Wealth Advisors
Texas
$609K – – –
GMA
385
Goldstein Munger & Associates
California
$602K – – –
OWD
386
Osborn Williams & Donohoe
Ohio
$598K – – –
DY
387
Dowling & Yahnke
California
$581K -$73.8K -2,060 -11%
VFA
388
Valeo Financial Advisors
Indiana
$579K +$579K +16,148 New
NDSI
389
Newman Dignan & Sheerar Inc
Rhode Island
$578K – – –
Lazard Asset Management
390
Lazard Asset Management
New York
$577K – – –
VWM
391
Venturi Wealth Management
Texas
$569K +$83.2K +2,312 +17%
NCM
392
Neumann Capital Management
California
$567K – – –
IB
393
Intrust Bank
Kansas
$566K – – –
EP
394
Edgestream Partners
New Jersey
$561K -$413K -11,516 -42%
OC
395
Oakworth Capital
Alabama
$556K – – –
WB
396
WesBanco Bank
West Virginia
$554K +$15.2K +424 +3%
CIM
397
Confluence Investment Management
Missouri
$552K -$9.32K -260 -2%
TIA
398
Tiemann Investment Advisors
California
$552K -$2.44K -68 -0.4%
FWM
399
Frontier Wealth Management
Missouri
$551K +$97.6K +2,724 +22%
FMBTD
400
First Midwest Bank Trust Division
Illinois
$546K -$93.3K -2,600 -15%
14 15
16
17 18