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 %
BHWM
401
Bar Harbor Wealth Management
New Hampshire
$1.06M -$15.5K -412 -1%
SIAM
402
Sterling Investment Advisors (Missouri)
Missouri
$1.05M -$62.4K -1,656 -6%
PFA
403
Pathway Financial Advisors
Vermont
$1.04M – – –
RIA
404
Regal Investment Advisors
Michigan
$1.04M -$22.8K -604 -2%
IB
405
Intrust Bank
Kansas
$1.04M +$481K +12,764 +87%
CIAS
406
Capital Investment Advisory Services
North Carolina
$1.03M +$17.5K +464 +2%
FPGK
407
Financial Partners Group (Kansas)
Kansas
$994K +$106K +2,816 +12%
AFA
408
American Financial Advisors
Georgia
$991K +$991K +26,312 New
TIM
409
Total Investment Management
Arizona
$986K +$7.01K +172 +0.7%
BCM
410
BTC Capital Management
Iowa
$984K – – –
GLLW
411
Graves Light Lenhart Wealth
Virginia
$974K +$974K +25,864 New
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$970K +$266K +7,064 +38%
F
413
F3Logic
Minnesota
$962K +$962K +25,548 New
AWM
414
Alterna Wealth Management
Texas
$953K +$953K +27,848 New
EAM
415
Evanson Asset Management
California
$945K +$452 +12 +0%
VFA
416
Valeo Financial Advisors
Indiana
$941K +$51.1K +1,356 +6%
CPIA
417
Cornell Pochily Investment Advisors
New York
$929K +$91.6K +2,432 +11%
BJL
418
Brighton Jones LLC
Washington
$911K -$410K -10,892 -31%
HIM
419
Hotaling Investment Management
Pennsylvania
$909K +$909K +24,144 New
WIA
420
Wealthstreet Investment Advisors
Texas
$906K -$2.67M -67,740 -75%
CL
421
Cabana LLC
Arkansas
$901K +$901K +23,908 New
AF
422
Alerus Financial
North Dakota
$899K -$195K -5,172 -18%
SPIA
423
Strategic Point Investment Advisors
Rhode Island
$895K +$44.6K +1,184 +5%
HTC
424
Haverford Trust Company
Pennsylvania
$888K – – –
LHC
425
Little House Capital
Massachusetts
$883K +$883K +23,440 New
15 16
17
18 19