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 %
MCM
551
Mengis Capital Management
Oregon
$295K – – –
MM
552
Meridian Management
Arkansas
$293K – – –
RCA
553
Rex Capital Advisors
Rhode Island
$292K – – –
MMHP
554
Murphy Middleton Hinkle & Parker
Georgia
$289K – – –
MWAC
555
Mariner Wealth Advisors (Cincinnati)
Ohio
$288K -$30.1K -740 -9%
CA
556
Continuum Advisory
Idaho
$287K +$287K +7,056 New
HCM
557
Harvey Capital Management
Florida
$284K – – –
LNC
558
Lincoln National Corp
Pennsylvania
$283K +$47.5K +1,168 +20%
Fisher Asset Management
559
Fisher Asset Management
Washington
$283K +$283K +6,956 New
DIS
560
Diversified Investment Strategies
Louisiana
$282K -$24.4K -600 -8%
CSM
561
CAMG Solamere Management
North Carolina
$282K – – –
CG
562
Corundum Group
Colorado
$281K – – –
F
563
F3Logic
Minnesota
$279K +$4.22K +104 +2%
NP
564
NorthRock Partners
Minnesota
$277K – – –
CA
565
Calton & Associates
Florida
$277K +$277K +6,436 New
CWM
566
Chesapeake Wealth Management
Virginia
$275K +$14.3K +352 +5%
PI
567
PHH Investments
Texas
$273K – – –
FCB
568
First Command Bank
Texas
$271K +$3.41K +84 +1%
FCFS
569
First Command Financial Services
Texas
$271K +$3.41K +84 +1%
GIA
570
Guyasuta Investment Advisors
Pennsylvania
$269K +$28K +688 +12%
LWA
571
Lenox Wealth Advisors
New York
$268K – – –
CIA
572
Capital Investment Advisors
Georgia
$267K +$21.2K +520 +9%
WF
573
Welch & Forbes
Massachusetts
$259K – – –
VCM
574
Virtue Capital Management
Tennessee
$258K -$75.2K -1,852 -23%
GLA
575
Good Life Advisors
Pennsylvania
$258K -$32.6K -796 -11%
21 22
23
24 25