IVW icon

iShares S&P 500 Growth ETF

704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+86
Holders Change %
+13.92%
% of All Funds
15.99%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.86%
New
119
Increased
190
Reduced
250
Closed
27
Calls
$3.96M
Puts
$2.03M
Net Calls
+$1.93M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
401
Valeo Financial Advisors
Indiana
$656K +$39.7K +1,040 +6%
OWD
402
Osborn Williams & Donohoe
Ohio
$650K +$12.2K +320 +2%
BWA
403
BDO Wealth Advisors
Florida
$650K +$407K +10,648 +167%
JWBC
404
J.W. Burns & Co
New York
$649K -$19.1K -500 -3%
RW
405
REDW Wealth
New Mexico
$649K -$15.4K -404 -2%
SWA
406
SFMG Wealth Advisors
Texas
$649K
BSW
407
Buckingham Strategic Wealth
Missouri
$649K +$233K +6,100 +56%
GMA
408
Goldstein Munger & Associates
California
$642K
CMP
409
Courage Miller Partners
Virginia
$638K -$52.7K -1,380 -8%
Brown Advisory
410
Brown Advisory
Maryland
$637K -$89.8K -2,352 -12%
SWM
411
SeaCrest Wealth Management
New York
$635K +$635K +16,616 New
VF
412
Virtu Financial
New York
$633K -$517K -13,532 -45%
PFM
413
Parsec Financial Management
North Carolina
$632K -$230K -6,008 -27%
DY
414
Dowling & Yahnke
California
$619K
PFA
415
Pathway Financial Advisors
Vermont
$616K +$616K +16,132 New
Lazard Asset Management
416
Lazard Asset Management
New York
$615K
CIM
417
Confluence Investment Management
Missouri
$604K +$15.7K +412 +3%
NCM
418
Neumann Capital Management
California
$603K
IB
419
Intrust Bank
Kansas
$602K
NFG
420
NewFocus Financial Group
Washington
$599K +$76.2K +1,996 +15%
EP
421
Edgestream Partners
New Jersey
$595K -$1.98K -52 -0.3%
OC
422
Oakworth Capital
Alabama
$595K
FMBTD
423
First Midwest Bank Trust Division
Illinois
$593K +$11.5K +300 +2%
WSFS
424
Wilmington Savings Fund Society
Delaware
$587K +$129K +3,384 +28%
CT
425
Cambridge Trust
Massachusetts
$580K