IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

334 hedge funds and large institutions have $5.81B invested in iShares S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
334
Holders Change
-10
Holders Change %
-2.91%
% of All Funds
9.61%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
1.18%
New
16
Increased
130
Reduced
125
Closed
25
Calls
$2.75M
Puts
$768K
Net Calls
+$1.98M
Net Calls Change
+$1.78M

Top Buyers

1
State Street
1
State Street
Massachusetts
$82.3M
2
Bank of America
2
Bank of America
North Carolina
$429M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.4M
4
TT
4
Tiedemann Trust
Delaware
$124M
5
IA
5
IndexIQ Advisors
New York
$24.3M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.1M
3
LPL Financial
3
LPL Financial
California
$89M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
SMA
5
Simply Money Advisors
Ohio
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SMA
26
Simply Money Advisors
Ohio
$35.5M 337,247 -598,652 -64%
MA
27
MUFG Americas
New York
$33.5M 318,858 -19,323 -6%
BCI
28
Brinker Capital Investments
Pennsylvania
$33.3M 316,731 +14,062 +5%
US Bancorp
29
US Bancorp
Minnesota
$30.7M 291,859 -24,095 -8%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$30.3M 288,246 -22,102 -7%
TAT
31
TD Ameritrade Trust
Colorado
$29.8M 283,131 +10,012 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$27.1M 257,637 -943,344 -79%
SIM
33
Strategic Investment Management
Virginia
$27M 137,100 – –
HNB
34
Huntington National Bank
Ohio
– – – –
IA
35
IndexIQ Advisors
New York
$24.3M 230,655 +215,185 +1,391%
CC
36
Courier Capital
New York
$24M 228,379 +2,374 +1%
BF
37
BOK Financial
Oklahoma
$24M 228,036 -1,456 -0.6%
1IA
38
1834 Investment Advisors
Wisconsin
$24M 227,835 +1,234 +0.5%
RJA
39
Raymond James & Associates
Florida
$22.5M 214,087 -36,821 -15%
BAAM
40
Baker Avenue Asset Management
California
$22M 209,544 +11,835 +6%
LYV
41
Live Your Vision
Pennsylvania
$20.4M 193,643 -8,929 -4%
Ameriprise
42
Ameriprise
Minnesota
$19.9M 189,405 -17,560 -8%
AWM
43
Affinity Wealth Management
Delaware
$18.8M 178,384 +178,384 New
Citigroup
44
Citigroup
New York
$18.6M 177,221 +3,567 +2%
TAM
45
Todd Asset Management
Kentucky
$16.4M 155,830 -41,450 -21%
CAL
46
Capital Analysts LLC
Pennsylvania
$16.3M 155,155 +10,645 +7%
TF
47
Tompkins Financial
New York
$15.9M 151,332 +18,230 +14%
PAIM
48
Punch & Associates Investment Management
Minnesota
$15.8M 149,963 -2,567 -2%
AIP
49
Ameritas Investment Partners
Nebraska
$14.8M 140,405 +75,865 +118%
SGAM
50
Steinberg Global Asset Management
Florida
$14.5M 137,710 -21,289 -13%
1
2
3 4 5