IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
FBNAT
26
FirstMerit Bank N.A. Trustee
Ohio
$34.1M 345,574 -368 -0.1%
MA
27
MUFG Americas
New York
$33.3M 336,728 +15,781 +5%
TAT
28
TD Ameritrade Trust
Colorado
$29.3M 298,041 +5,995 +2%
BCI
29
Brinker Capital Investments
Pennsylvania
$28.3M 287,045 +15,491 +6%
Goldman Sachs
30
Goldman Sachs
New York
$27.7M 280,212 +34,369 +14%
HNB
31
Huntington National Bank
Ohio
– – – –
SIM
32
Strategic Investment Management
Virginia
$25.5M 137,100 +137,100 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$25M 253,479 +203,709 +409%
BF
34
BOK Financial
Oklahoma
$22.4M 226,333 +3,156 +1%
1IA
35
1834 Investment Advisors
Wisconsin
$22.2M 224,401 -81 -0%
CC
36
Courier Capital
New York
$21.8M 220,782 -2,517 -1%
TAM
37
Todd Asset Management
Kentucky
$20.7M 210,120 +24,370 +13%
LYV
38
Live Your Vision
Pennsylvania
$20M 202,788 -6,569 -3%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$18.6M 187,946 -837,323 -82%
RJA
40
Raymond James & Associates
Florida
$17.2M 173,949 +12,033 +7%
BAAM
41
Baker Avenue Asset Management
California
$17.1M 173,482 +15,521 +10%
SGAM
42
Steinberg Global Asset Management
Florida
$16M 162,392 -1,101 -0.7%
PAIM
43
Punch & Associates Investment Management
Minnesota
$14.8M 149,952 -980 -0.6%
CAL
44
Capital Analysts LLC
Pennsylvania
$14.8M 149,505 +7,667 +5%
Ameriprise
45
Ameriprise
Minnesota
$14.5M 146,670 +66,494 +83%
FA
46
FDx Advisors
Illinois
$13.9M 140,301 +140,301 New
RFC
47
Regions Financial Corp
Alabama
$13.1M 133,008 -6,742 -5%
IFS
48
Ifrah Financial Services
Arkansas
$12.7M 128,837 -2,119 -2%
LI
49
LVZ Inc
Michigan
$12.7M 128,297 +128,297 New
Comerica Bank
50
Comerica Bank
Texas
$12.6M 127,236 -55,178 -30%
1
2
3 4 5