IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$31.5M 353,030 -85,061 -19%
FBNAT
27
FirstMerit Bank N.A. Trustee
Ohio
$30.9M 345,942 -2,855 -0.8%
MA
28
MUFG Americas
New York
$28.7M 320,947 +12,357 +4%
US Bancorp
29
US Bancorp
Minnesota
$28.6M 319,823 +43,621 +16%
TAT
30
TD Ameritrade Trust
Colorado
$26.1M 292,046 -1,703 -0.6%
HNB
31
Huntington National Bank
Ohio
– – – –
BCI
32
Brinker Capital Investments
Pennsylvania
$24.3M 271,554 +2,391 +0.9%
Goldman Sachs
33
Goldman Sachs
New York
$22M 245,843 +51,444 +26%
1IA
34
1834 Investment Advisors
Wisconsin
$20.1M 224,482 -5,088 -2%
CC
35
Courier Capital
New York
$20M 223,299 +730 +0.3%
BF
36
BOK Financial
Oklahoma
$19.9M 223,177 +4,159 +2%
LYV
37
Live Your Vision
Pennsylvania
$18.7M 209,357 -1,184 -0.6%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$17.4M 194,863 +159,838 +456%
TAM
39
Todd Asset Management
Kentucky
$16.6M 185,750 -7,080 -4%
Comerica Bank
40
Comerica Bank
Texas
$16.3M 182,414 +6,354 +4%
AWM
41
Affinity Wealth Management
Delaware
$15.3M 170,670 -5,417 -3%
SGAM
42
Steinberg Global Asset Management
Florida
$14.6M 163,493 -4,991 -3%
RJA
43
Raymond James & Associates
Florida
$14.5M 161,916 +53,337 +49%
BAAM
44
Baker Avenue Asset Management
California
$14.1M 157,961 +143,841 +1,019%
PAIM
45
Punch & Associates Investment Management
Minnesota
$13.5M 150,932 -681 -0.4%
Prudential Financial
46
Prudential Financial
New Jersey
$13.1M 146,345 +2,500 +2%
CAL
47
Capital Analysts LLC
Pennsylvania
$12.7M 141,838 +9,325 +7%
RFC
48
Regions Financial Corp
Alabama
$12.5M 139,750 -2,093 -1%
Deutsche Bank
49
Deutsche Bank
Germany
$11.8M 131,719 +92,845 +239%
IFS
50
Ifrah Financial Services
Arkansas
$11.7M 130,956 +130,956 New
1
2
3 4 5