IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
626
Jackson Hole Capital Partners
Oklahoma
$335K +$85.7K +1,988 +34%
OMC
627
Old Mission Capital
Illinois
$334K +$334K +7,744 New
BSB
628
Bangor Savings Bank
Maine
$333K – – –
DWM
629
Darwin Wealth Management
Florida
$326K +$326K +7,572 New
CB
630
Chemical Bank
Michigan
$322K +$862 +20 +0.3%
IWP
631
Icon Wealth Partners
Texas
$321K -$2.13M -49,392 -87%
ZF
632
Zhang Financial
Michigan
$321K -$5.69K -132 -2%
SBSB
633
Sullivan, Bruyette, Speros & Blaney
Virginia
$321K – – –
MCM
634
Mengis Capital Management
Oregon
$313K – – –
MM
635
Meridian Management
Arkansas
$310K – – –
RCA
636
Rex Capital Advisors
Rhode Island
$309K – – –
PGA
637
Portland Global Advisors
Maine
$308K +$3.8K +88 +1%
TWM
638
Torch Wealth Management
Ohio
$307K – – –
AP
639
Advisor Partners
California
$303K -$54.3K -1,260 -15%
LB
640
Legacy Bridge
Iowa
$301K – – –
HCM
641
Harvey Capital Management
Florida
$301K – – –
MC
642
Moors & Cabot
Massachusetts
$301K +$343 +8 +0.1%
WAP
643
Wealthcare Advisory Partners
Pennsylvania
$299K -$10.5K -244 -3%
DIS
644
Diversified Investment Strategies
Louisiana
$299K – – –
CSM
645
CAMG Solamere Management
North Carolina
$299K – – –
GC
646
Grimes & Company
Massachusetts
$299K +$299K +6,948 New
CG
647
Corundum Group
Colorado
$298K – – –
Neuberger Berman Group
648
Neuberger Berman Group
New York
$295K – – –
ONST
649
Old North State Trust
North Carolina
$294K -$31.3K -728 -10%
FPCP
650
Fort Point Capital Partners
California
$285K – – –
24 25
26
27 28