IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

982 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+117
Holders Change %
+13.53%
% of All Funds
19.39%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
169
Increased
283
Reduced
334
Closed
42
Calls
$22M
Puts
$1.53M
Net Calls
+$20.4M
Net Calls Change
-$1.62M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$53.9M
2
JFA
Johanson Financial Advisors
California
+$34.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.5M
5
WIA
World Investment Advisors
California
+$15.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$347M
2
Axa
Axa
France
-$106M
3
HNB
Huntington National Bank
Ohio
-$76.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$64.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
651
Archer Investment Corporation
Indiana
$488K – – –
FWCM
652
Ferguson Wellman Capital Management
Oregon
$487K -$73.6K -1,520 -13%
SWM
653
Stockman Wealth Management
Montana
$485K – – –
KCM
654
Karp Capital Management
California
$484K – – –
OC
655
Oakworth Capital
Alabama
$481K -$25.2K -512 -5%
PAG
656
Pinnacle Advisory Group
Maryland
$477K – – –
PB
657
Pinnacle Bancorp
Nebraska
$477K +$262K +5,412 +122%
CT
658
Cambridge Trust
Massachusetts
$471K -$20K -412 -4%
AAP
659
Arax Advisory Partners
Colorado
$468K +$3.87K +80 +0.8%
RC
660
RegentAtlantic Capital
New Jersey
$464K -$42.6K -880 -8%
TNBTD
661
Trustmark National Bank Trust Department
Mississippi
$462K -$26.3K -544 -5%
CANC
662
Culbertson A N & Co
Virginia
$462K – – –
FRA
663
Front Row Advisors
California
$456K +$1.16K +24 +0.3%
WSTAM
664
Wilbanks Smith & Thomas Asset Management
Virginia
$453K +$1.55K +32 +0.3%
IC
665
IEQ Capital
California
$451K +$451K +9,308 New
AFG
666
Albion Financial Group
Utah
$445K – – –
MCM
667
Mengis Capital Management
Oregon
$445K – – –
OCG
668
Opus Capital Group
Ohio
$442K – – –
ST
669
Sageworth Trust
Pennsylvania
$441K -$42.8K -884 -9%
NP
670
NorthRock Partners
Minnesota
$438K -$342K -7,068 -44%
AAM
671
Augustine Asset Management
Florida
$436K +$3.1K +64 +0.7%
KFA
672
Kelleher Financial Advisors
New York
$436K +$436K +9,000 New
WCM
673
Wealthcare Capital Management
Virginia
$434K -$2.32K -48 -0.5%
HCM
674
Hollencrest Capital Management
California
$433K -$194K -4,000 -31%
SIC
675
Samalin Investment Counsel
New York
$431K +$431K +8,908 New
25 26
27
28 29