IVW icon

iShares S&P 500 Growth ETF

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
426
Meridian Wealth Advisors
Texas
$1.06M +$1.06M +23,636 New
WIA
427
Wealthstreet Investment Advisors
Texas
$1.06M
BEI
428
Benjamin Edwards Inc
Missouri
$1.06M +$20.9K +464 +2%
CAG
429
Crestwood Advisors Group
Massachusetts
$1.05M +$229K +5,092 +28%
TAM
430
Tradition Asset Management
Virginia
$1.05M
WANY
431
Wealthspire Advisors (New York)
New York
$1.05M
HCC
432
Hirtle Callaghan & Co
Pennsylvania
$1.05M +$260K +5,776 +33%
Deutsche Bank
433
Deutsche Bank
Germany
$1.03M -$405K -9,016 -28%
TIM
434
Total Investment Management
Arizona
$1.01M -$37.4K -832 -4%
JWM
435
Jackson Wealth Management
Florida
$1.01M +$1.01M +22,692 New
AWM
436
Affinity Wealth Management
Delaware
$992K -$150K -3,340 -13%
NFG
437
NewFocus Financial Group
Washington
$984K +$61.7K +1,372 +7%
ACM
438
Azimuth Capital Management
Michigan
$967K +$19.6K +436 +2%
PAS
439
Partnervest Advisory Services
California
$967K +$56.7K +1,260 +6%
FPGK
440
Financial Partners Group (Kansas)
Kansas
$965K -$63.4K -1,408 -6%
PFS
441
Prospera Financial Services
Texas
$965K +$183K +4,068 +23%
NL
442
NWAM LLC
Washington
$961K -$28.6K -636 -3%
IWC
443
Integrated Wealth Concepts
Massachusetts
$947K -$50.9K -1,132 -5%
CAM
444
Cresset Asset Management
Illinois
$947K +$121K +2,684 +15%
PPA
445
Parametric Portfolio Associates
Washington
$945K -$280K -6,228 -23%
FWM
446
Frontier Wealth Management
Missouri
$938K +$1.26K +28 +0.1%
SWM
447
SeaCrest Wealth Management
New York
$935K +$138K +3,072 +17%
CFG
448
Cooper Financial Group
California
$922K +$382K +8,484 +71%
CPIA
449
Cornell Pochily Investment Advisors
New York
$919K -$64.7K -1,436 -7%
FNT
450
First National Trust
Pennsylvania
$910K -$4.14K -92 -0.5%