IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
401
Carroll Financial Associates
North Carolina
$387K – – –
SMA
402
Simply Money Advisors
Ohio
$368K -$732K -22,252 -67%
EFS
403
Essex Financial Services
Connecticut
$367K -$14.5K -440 -4%
CWM
404
Cornerstone Wealth Management
Missouri
$364K +$364K +11,240 New
SWA
405
Sutton Wealth Advisors
Florida
$359K – – –
MSAM
406
Moloney Securities Asset Management
Missouri
$353K +$21.2K +644 +6%
CONA
407
Capital One National Association
New York
$350K – – –
CCM
408
Condor Capital Management
New Jersey
$348K -$10.3K -312 -3%
CAG
409
Crestwood Advisors Group
Massachusetts
$346K -$35.1K -1,040 -9%
FWCM
410
Ferguson Wellman Capital Management
Oregon
$339K – – –
JA
411
JOYN Advisors
Georgia
$339K +$339K +10,296 New
SBH
412
Segall Bryant & Hamill
Illinois
$338K +$338K +10,268 New
NFG
413
NewFocus Financial Group
Washington
$333K +$60.7K +1,844 +22%
HIMC
414
Heritage Investors Management Corp
Maryland
$329K +$329K +10,000 New
RIA
415
Regal Investment Advisors
Michigan
$328K -$13.7K -416 -4%
SMC
416
Smith, Moore & Co
Missouri
$325K +$325K +9,880 New
AF
417
Alerus Financial
North Dakota
$320K – – –
LFG
418
LifePlan Financial Group
Ohio
$320K +$320K +9,720 New
BSB
419
Bangor Savings Bank
Maine
$316K – – –
MCM
420
Murphy Capital Management
New Jersey
$315K – – –
SC
421
Savant Capital
Illinois
$314K +$21K +640 +7%
WCM
422
Wealthcare Capital Management
Virginia
$313K -$27.8K -844 -8%
CPO
423
Cerity Partners OCIO
New York
$312K – – –
BFG
424
Beacon Financial Group
Texas
$312K – – –
CAM
425
Concorde Asset Management
Michigan
$312K +$312K +9,488 New
15 16
17
18 19