IVW icon

iShares S&P 500 Growth ETF

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
501
Cypress Wealth Services
California
$665K -$31.9K -712 -5%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$660K -$12.4K -276 -2%
MWP
503
MYCIO Wealth Partners
Pennsylvania
$659K -$222K -4,956 -25%
PFM
504
Parsec Financial Management
North Carolina
$659K -$3.23K -72 -0.5%
BS
505
Boenning & Scattergood
Pennsylvania
$654K +$31K +692 +5%
WAM
506
Wolverine Asset Management
Illinois
$649K -$34.2K -764 -5%
AFNAS
507
American Financial Network Advisory Services
California
$647K -$24.1K -540 -4%
CB
508
Community Bank
New York
$647K
CMP
509
Courage Miller Partners
Virginia
$645K -$13.6K -304 -2%
CCMD
510
Cypress Capital Management (Delaware)
Delaware
$642K +$104K +2,324 +19%
BA
511
Boston Advisors
Massachusetts
$641K
GFP
512
Gryphon Financial Partners
Ohio
$641K
FC
513
Ferris Capital
Massachusetts
$635K
Renaissance Technologies
514
Renaissance Technologies
New York
$627K +$627K +14,000 New
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$626K +$17.9K +400 +3%
PSF
516
Pacific Sun Financial
California
$626K +$626K +13,980 New
VWM
517
Valley Wealth Managers
New Jersey
$623K +$154K +3,432 +33%
JWBC
518
J.W. Burns & Co
New York
$621K
CAM
519
Cubic Asset Management
Massachusetts
$618K
LNC
520
Lincoln National Corp
Pennsylvania
$617K -$13.6K -304 -2%
KWM
521
Kingsview Wealth Management
Oregon
$617K +$34.6K +772 +6%
MWA
522
Martel Wealth Advisors
Washington
$609K -$15.1K -336 -2%
CCMG
523
Clark Capital Management Group
Pennsylvania
$605K +$605K +13,512 New
WP
524
WealthShield Partners
North Carolina
$603K +$19.7K +440 +3%
AIA
525
Arbor Investment Advisors
North Carolina
$601K