IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K

Top Buyers

1
FP
Financial Perspectives
Minnesota
+$82.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$79.6M
3
AIP
Ameritas Investment Partners
Nebraska
+$32.6M
4
AF
Allworth Financial
California
+$31.3M
5
WIA
World Investment Advisors
California
+$30.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207M
2
CM
Churchill Management
California
-$200M
3
HNB
Huntington National Bank
Ohio
-$119M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
5
Stifel Financial
Stifel Financial
Missouri
-$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
401
St Louis Trust
Missouri
$2.18M +$2.18M +33,500 New
PA
402
Procyon Advisors
Connecticut
$2.18M -$59.6K -916 -3%
EPP
403
ETF Portfolio Partners
Kansas
$2.18M +$72.5K +1,114 +3%
MCM
404
Manchester Capital Management
Vermont
$2.11M -$43.6K -670 -2%
IB
405
Intrust Bank
Kansas
$2.1M -$1.31M -20,071 -38%
MGIA
406
Matthew Goff Investment Advisor
Texas
$2.08M -$8.86K -136 -0.4%
BIP
407
Bouvel Investment Partners
Pennsylvania
$2.07M -$80.7K -1,240 -4%
EAM
408
Evanson Asset Management
California
$2.04M – – –
UFA
409
US Financial Advisors
Massachusetts
$2.04M -$5.82M -89,329 -74%
BF
410
Blankinship & Foster
California
$2.03M -$61.8K -949 -3%
FDCC
411
Foster Dykema Cabot & Co
Massachusetts
$1.99M -$200K -3,075 -9%
AIP
412
Ahrens Investment Partners
Louisiana
$1.94M -$271K -4,159 -12%
IFWM
413
Institute for Wealth Management
Colorado
$1.94M +$35.7K +548 +2%
AIA
414
Arcadia Investment Advisors
Idaho
$1.94M -$541K -8,311 -22%
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$1.94M -$3.94M -60,441 -67%
MPW
416
MA Private Wealth
California
$1.93M +$1.37K +21 +0.1%
QCM
417
Quest Capital Management
Texas
$1.89M +$80.9K +1,243 +4%
PA
418
PSI Advisors
Florida
$1.89M -$36.5K -560 -2%
VFA
419
Valeo Financial Advisors
Indiana
$1.89M -$29.3K -450 -2%
ZCA
420
Zeke Capital Advisors
Pennsylvania
$1.88M – – –
KA
421
Kovack Advisors
Florida
$1.88M +$300K +4,615 +19%
FCBT
422
First Citizens Bank & Trust
North Carolina
$1.88M -$250K -3,836 -12%
TWM
423
Tolleson Wealth Management
Texas
$1.87M -$2.59M -39,857 -58%
CWM
424
CCG Wealth Management
California
$1.84M -$15K -231 -0.8%
FHC
425
First Heartland Consultants
Missouri
$1.84M -$2.67M -40,960 -59%
15 16
17
18 19