IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.67B
2
M&T Bank
M&T Bank
New York
+$289M
3
Morgan Stanley
Morgan Stanley
New York
+$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.5M
5
HC
HNP Capital
New York
+$65.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.1B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$123M
3
HNB
Huntington National Bank
Ohio
-$85M
4
Stifel Financial
Stifel Financial
Missouri
-$76.5M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
701
Harvest Investment Services
Illinois
$301K -$888K -21,548 -75%
MCM
702
Murphy Capital Management
New Jersey
$301K -$52.1K -1,264 -15%
EWA
703
Evolution Wealth Advisors
Florida
$301K +$301K +7,296 New
RBFC
704
Roman Butler Fullerton & Co
Missouri
$299K -$2.24M -54,252 -88%
AL
705
Aspiriant LLC
California
$298K – – –
MM
706
Meridian Management
Arkansas
$297K – – –
SIC
707
Salem Investment Counselors
North Carolina
$297K – – –
FNBOSM
708
First National Bank of South Miami
Florida
$294K -$43.4K -1,052 -13%
AP
709
Advisor Partners
California
$294K -$4.61K -112 -2%
HT
710
Heritage Trust
Oklahoma
$294K – – –
HCM
711
Harvey Capital Management
Florida
$288K – – –
CG
712
Corundum Group
Colorado
$286K – – –
TF
713
Tompkins Financial
New York
$285K -$482K -11,664 -63%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$284K -$67.3K -1,632 -19%
BC
715
Bartlett & Co
Ohio
$284K +$284K +6,888 New
RMDI
716
R.M. Davis Inc
Maine
$283K +$30.3K +732 +12%
ONST
717
Old North State Trust
North Carolina
$282K – – –
Wealth Enhancement Advisory Services
718
Wealth Enhancement Advisory Services
Minnesota
$279K -$46.6K -1,020 -14%
DI
719
DFPG Investments
Utah
$279K +$7.37K +164 +3%
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$277K +$989 +24 +0.4%
CCA
721
Clearwater Capital Advisors
Illinois
$276K -$229K -5,548 -45%
FIB
722
First Interstate Bank
Montana
$276K +$35.2K +852 +15%
FNBOO
723
First National Bank of Omaha
Nebraska
$274K -$33K -800 -11%
ACM
724
Alpha Capital Management
Texas
$274K +$82.2K +1,996 +43%
VWA
725
V Wealth Advisors
Kansas
$274K +$274K +6,648 New
27 28
29
30 31