IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
526
Chevy Chase Trust
Maryland
$350K – – –
CWM
527
Connecticut Wealth Management
Connecticut
$337K – – –
FDS
528
Freedom Day Solutions
Texas
$331K +$32.4K +796 +11%
AC
529
Addison Capital
Pennsylvania
$330K – – –
FANJ
530
Financial Architects (New Jersey)
New Jersey
$329K – – –
SBWM
531
Sunflower Bank Wealth Management
Arizona
$329K – – –
CTA
532
Chesley Taft & Associates
Illinois
$329K – – –
PIM
533
Parker Investment Management
California
$329K +$17.9K +440 +6%
SFG
534
SNS Financial Group
Minnesota
$327K +$81.4K +2,000 +33%
BEC
535
Blue Edge Capital
Virginia
$326K -$17.2K -424 -5%
LWAC
536
Laurel Wealth Advisors (California)
California
$326K – – –
HSBC Holdings
537
HSBC Holdings
United Kingdom
$325K – – –
FPIS
538
Financial Planning & Information Services
Wisconsin
$324K +$6.99K +172 +2%
CONA
539
Capital One National Association
New York
$321K – – –
RFWA
540
RPg Family Wealth Advisory
Massachusetts
$321K +$321K +7,896 New
SS
541
Simplicity Solutions
Minnesota
$314K +$314K +7,724 New
RGIA
542
Rainier Group Investment Advisory
Washington
$311K – – –
PGA
543
Portland Global Advisors
Maine
$309K – – –
Marshall Wace
544
Marshall Wace
United Kingdom
$309K +$309K +7,596 New
Neuberger Berman Group
545
Neuberger Berman Group
New York
$309K +$309K +7,600 New
BOS
546
Bank of Stockton
California
$308K – – –
KWM
547
Kingsview Wealth Management
Oregon
$306K -$9.42K -232 -3%
TWM
548
Torch Wealth Management
Ohio
$306K – – –
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$303K -$7.8K -192 -3%
ATC
550
Argent Trust Co
Tennessee
$297K +$297K +7,336 New
20 21
22
23 24