IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

992 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 406 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+54
Holders Change %
+5.76%
% of All Funds
20.39%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
2.38%
New
108
Increased
271
Reduced
406
Closed
47
Calls
$20.1M
Puts
$4.26M
Net Calls
+$15.9M
Net Calls Change
+$3.56M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$205M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$127M
3
ABTD
Arvest Bank Trust Division
Oklahoma
+$52.6M
4
Ameriprise
Ameriprise
Minnesota
+$20.2M
5
Mariner
Mariner
Kansas
+$19.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$100M
3
Bank of America
Bank of America
North Carolina
-$87.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$81.5M
5
HNB
Huntington National Bank
Ohio
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
376
Edgestream Partners
New Jersey
$2.12M +$2.12M +40,932 New
GCM
377
Gables Capital Management
Florida
$2.12M – – –
GVAG
378
Great Valley Advisor Group
Delaware
$2.11M -$16.2K -312 -0.8%
HCM
379
Hudson Capital Management
New Jersey
$2.1M -$697K -14,124 -25%
CIAS
380
Capital Investment Advisory Services
North Carolina
$2.09M +$538K +10,364 +35%
MFW
381
Meristem Family Wealth
Minnesota
$2.07M -$329K -6,340 -14%
CF
382
Corrigan Financial
Rhode Island
$2.06M -$211K -4,068 -9%
WP
383
WealthSource Partners
California
$2M -$548K -10,564 -22%
SFS
384
Sowell Financial Services
Arkansas
$1.98M +$1.12M +21,536 +129%
OPA
385
Old Port Advisors
Maine
$1.98M -$48.1K -928 -2%
SW
386
SVB Wealth
Massachusetts
$1.97M +$1.93M +37,152 +4,644%
RWRC
387
R.W. Roge & Company
New York
$1.97M -$111K -2,132 -5%
SCI
388
S&CO Inc
Massachusetts
$1.96M – – –
KBFS
389
Kohmann Bosshard Financial Services
Ohio
$1.93M +$54.8K +1,056 +3%
PA
390
PSI Advisors
Florida
$1.93M -$139K -2,684 -7%
EPP
391
ETF Portfolio Partners
Kansas
$1.92M +$9.96K +192 +0.5%
NFC
392
Northeast Financial Consultants
Connecticut
$1.92M +$42.1K +812 +2%
BF
393
Blankinship & Foster
California
$1.91M +$428K +8,248 +29%
GPWA
394
Great Point Wealth Advisors
Massachusetts
$1.89M – – –
GLLW
395
Graves Light Lenhart Wealth
Virginia
$1.89M +$177K +3,408 +10%
EE
396
EWG Elevate
California
$1.89M +$226K +4,348 +14%
LWMM
397
Legacy Wealth Management (Mississippi)
Mississippi
$1.88M +$322K +6,200 +21%
HWM
398
Howard Wealth Management
Connecticut
$1.87M -$83.2K -1,604 -4%
PA
399
Procyon Advisors
Connecticut
$1.87M -$174K -3,360 -9%
FCI
400
Financial Counselors Inc
Kansas
$1.84M +$166K +3,200 +10%
14 15
16
17 18