IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.67B
2
M&T Bank
M&T Bank
New York
+$289M
3
Morgan Stanley
Morgan Stanley
New York
+$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.5M
5
HC
HNP Capital
New York
+$65.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.1B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$123M
3
HNB
Huntington National Bank
Ohio
-$85M
4
Stifel Financial
Stifel Financial
Missouri
-$76.5M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
451
Evanson Asset Management
California
$1.04M – – –
QCM
452
Quest Capital Management
Texas
$1.03M -$30.9K -748 -3%
PFA
453
Pathway Financial Advisors
Vermont
$1.03M -$213K -5,360 -17%
Deutsche Bank
454
Deutsche Bank
Germany
$1.02M +$81.4K +1,972 +9%
APW
455
Aurora Private Wealth
New Jersey
$1.01M +$508K +12,312 +101%
AF
456
Alerus Financial
North Dakota
$985K – – –
CC
457
Cadinha & Co
Hawaii
$983K -$720K -17,456 -42%
MFG
458
Magnus Financial Group
New York
$972K +$622K +15,072 +178%
PA
459
PFG Advisors
Arizona
$971K -$247K -5,432 -20%
DAS
460
Dynamic Advisor Solutions
Arizona
$970K -$47.7K -1,156 -5%
MSA
461
Marino Stram & Associates
Massachusetts
$962K -$22.9K -556 -2%
MWA
462
Meridian Wealth Advisors
Texas
$962K -$13.5K -328 -1%
HCC
463
Hirtle Callaghan & Co
Pennsylvania
$959K – – –
TAM
464
Tradition Asset Management
Virginia
$959K – – –
WIA
465
Wealthstreet Investment Advisors
Texas
$942K -$11.6K -280 -1%
NFG
466
NewFocus Financial Group
Washington
$935K -$62.6K -1,516 -6%
FCC
467
Florin Court Capital
United Kingdom
$934K -$16.2M -393,600 -95%
CF
468
Centaurus Financial
California
$926K -$461K -11,172 -33%
SIAM
469
Sterling Investment Advisors (Missouri)
Missouri
$915K -$21.6K -524 -2%
CPIA
470
Cornell Pochily Investment Advisors
New York
$911K +$58.7K +1,424 +7%
IIC
471
Integrated Investment Consultants
Michigan
$910K -$12.4K -300 -1%
JWM
472
JGP Wealth Management
Oregon
$909K +$96.2K +2,196 +12%
WP
473
WealthShield Partners
North Carolina
$903K +$168K +4,064 +23%
ESB
474
Essex Savings Bank
Connecticut
$880K +$395K +9,564 +81%
PAS
475
Partnervest Advisory Services
California
$875K -$4.79K -116 -0.5%
17 18
19
20 21