IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
526
Truepoint Inc
Ohio
$489K -$106K -2,800 -18%
TFO
527
Tarbox Family Office
California
$480K – – –
RCM
528
Requisite Capital Management
Texas
$479K +$479K +12,724 New
REFI
529
Requisite Energy Fund I
Texas
$479K +$479K +12,724 New
TIA
530
Tiemann Investment Advisors
California
$476K -$5.12K -136 -1%
DBRC
531
D.B. Root & Company
Pennsylvania
$474K -$997K -26,484 -68%
SSB
532
Sandy Spring Bank
Maryland
$473K -$4.51K -120 -0.9%
SMG
533
Smart Money Group
Texas
$473K +$37.3K +992 +9%
BPA
534
Beacon Pointe Advisors
California
$473K +$473K +12,568 New
BCA
535
Berman Capital Advisors
Georgia
$472K – – –
WI
536
Wintrust Investments
Illinois
$468K +$468K +12,416 New
SIC
537
Sigma Investment Counselors
Michigan
$458K – – –
PA
538
Parallel Advisors
California
$458K +$7.07K +188 +2%
EIA
539
Eldridge Investment Advisors
New Hampshire
$453K -$3.46K -92 -0.8%
CCMD
540
Cypress Capital Management (Delaware)
Delaware
$452K – – –
BFM
541
Boston Financial Management
Massachusetts
$451K -$1.51K -40 -0.3%
JWM
542
JGP Wealth Management
Oregon
$447K +$115K +3,056 +35%
DIM
543
Delta Investment Management
California
$447K +$447K +11,892 New
CCM
544
Condor Capital Management
New Jersey
$443K +$4.82K +128 +1%
TYCC
545
Texas Yale Capital Corp
Florida
$437K – – –
WSFS
546
Wilmington Savings Fund Society
Delaware
$433K +$74.6K +1,980 +21%
HSA
547
HBK Sorce Advisory
Pennsylvania
$432K -$5.13K -136 -1%
FIM
548
Fernwood Investment Management
Massachusetts
$430K +$6.02K +160 +1%
PI
549
Pathlight Investors
Arizona
$428K +$428K +11,004 New
BIM
550
Bridges Investment Management
Nebraska
$426K -$30.1K -800 -7%
20 21
22
23 24