IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
376
Flagship Harbor Advisors
Massachusetts
$1.25M -$376K -9,976 -23%
PAM
377
PVG Asset Management
Colorado
$1.24M -$9.04K -240 -0.7%
QCM
378
Quest Capital Management
Texas
$1.24M +$1.24M +32,984 New
IWC
379
Integrated Wealth Concepts
Massachusetts
$1.24M +$333K +8,848 +37%
MSWMA
380
Market Street Wealth Management Advisors
Indiana
$1.22M +$1.22M +32,468 New
RIS
381
Retirement Income Solutions
Michigan
$1.22M +$215K +5,700 +21%
BWP
382
Bernardo Wealth Planning
Pennsylvania
$1.21M +$1.21M +32,228 New
HA
383
Harborview Advisors
Maine
$1.2M -$9.19K -244 -0.8%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$1.2M -$107K -2,836 -8%
AWM
385
Affinity Wealth Management
Delaware
$1.2M +$1.2M +31,736 New
PWA
386
Peterson Wealth Advisors
Utah
$1.19M -$48.1K -1,276 -4%
OAM
387
Oppenheimer Asset Management
New York
$1.18M -$41.1K -1,092 -3%
CAC
388
Certified Advisory Corp
Florida
$1.18M +$246K +6,528 +26%
AIS
389
American Investment Services
Massachusetts
$1.17M -$14.8K -392 -1%
EWA
390
EP Wealth Advisors
California
$1.12M +$1.12M +29,812 New
GT
391
Glenview Trust
Kentucky
$1.12M -$4.97K -132 -0.4%
CPIG
392
Chicago Partners Investment Group
Illinois
$1.12M +$100K +2,572 +10%
PMG
393
ProVise Management Group
Florida
$1.12M -$56.8K -1,508 -5%
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$1.12M -$301 -8 -0%
BRWM
395
B. Riley Wealth Management
Tennessee
$1.12M +$191K +5,068 +21%
PAS
396
Partnervest Advisory Services
California
$1.11M +$404K +10,732 +57%
JF
397
JSF Financial
California
$1.11M +$1.11M +29,408 New
AA
398
Alesco Advisors
New York
$1.1M -$24.1K -640 -2%
ZCA
399
Zeke Capital Advisors
Pennsylvania
$1.09M – – –
PA
400
PFG Advisors
Arizona
$1.07M -$149K -3,624 -12%
14 15
16
17 18