IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
State Street
State Street
Massachusetts
$72.8M
3
FA
FCG Advisors
New Jersey
$35.9M
4
SIM
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
26
Sage Advisory Services
Texas
$52.7M +$2.54M +87,540 +5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$51.7M -$44.9M -1,550,872 -46%
Ameriprise
28
Ameriprise
Minnesota
$51.2M +$5M +172,416 +11%
FHB
29
First Hawaiian Bank
Hawaii
$49.4M -$974K -33,612 -2%
FIG
30
FundX Investment Group
California
$49.4M -$2.11M -72,800 -4%
RJA
31
Raymond James & Associates
Florida
$47.6M -$2.32M -80,120 -5%
UCFA
32
United Capital Financial Advisors
Texas
$46.1M -$22.2M -765,700 -32%
TT
33
Tiedemann Trust
Delaware
$38.3M -$5.9M -203,500 -13%
FA
34
FCG Advisors
New Jersey
$35.9M +$32.4M +1,118,076 +916%
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$35.9M -$78.7K -2,716 -0.2%
CC
36
Courier Capital
New York
$33.6M +$494K +17,052 +1%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.8M +$7.95M +274,392 +32%
US Bancorp
38
US Bancorp
Minnesota
$32.2M -$646K -22,288 -2%
QA
39
Quantitative Advantage
Minnesota
$29M -$10.4M -358,012 -26%
1IA
40
1834 Investment Advisors
Wisconsin
$28M +$198K +6,836 +0.7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$27.7M -$2.14M -73,908 -7%
CAL
42
Capital Analysts LLC
Pennsylvania
$25.8M -$210K -7,244 -0.8%
MA
43
MUFG Americas
New York
$25.5M -$1.22M -42,272 -5%
VanEck Associates
44
VanEck Associates
New York
$25.1M +$20.2M +698,324 +415%
AIP
45
Ameritas Investment Partners
Nebraska
$24.6M +$665K +22,948 +3%
SVCP
46
Silicon Valley Capital Partners
California
$24.3M +$24.3M +838,604 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$23.9M +$1.11M +38,404 +5%
HNB
48
Huntington National Bank
Ohio
$23.6M -$22.8M – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$22.5M -$6.1M -210,464 -21%
SEI Investments
50
SEI Investments
Pennsylvania
$22.1M -$5.79M -199,748 -21%
1
2
3 4 5