IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$884M
2
SIM
Scottrade Investment Management
Missouri
$345M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
Wells Fargo
California
$930M

Top Sellers

1
CS
Credit Suisse
Switzerland
$14.6M
2
HI
Horizon Investments
North Carolina
$199M
3
GC
Guggenheim Capital
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$624M
5
BOH
Bank of Hawaii
Hawaii
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$20.3M +$2.83M +86,080 +16%
BF
52
BOK Financial
Oklahoma
$19.7M +$294K +8,948 +2%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$19.4M -$26.4M -802,660 -58%
LMIM
54
Lockheed Martin Investment Management
Maryland
$19.3M +$14.7M +448,304 +321%
Lido Advisors
55
Lido Advisors
California
$19.2M +$17.4M +513,896 +940%
FFS
56
Founders Financial Securities
Maryland
$18.8M -$6.04M -183,604 -24%
MBT
57
Monroe Bank & Trust
Michigan
$18.7M +$485K +14,744 +3%
SVCP
58
Silicon Valley Capital Partners
California
$18.3M +$2.33M +70,964 +15%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$18M +$4.02M +122,404 +29%
ICOA
60
Investment Centers of America
North Dakota
$18M +$2.82M +85,912 +19%
EWMCB
61
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$17.8M -$1.93M -58,732 -10%
AWM
62
Affinity Wealth Management
Delaware
$17.6M +$13.8M +419,048 +358%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$17.6M -$28.4M -864,828 -62%
NSIM
64
North Star Investment Management
Illinois
$17.4M +$1.01M +30,724 +6%
PAG
65
Private Advisor Group
New Jersey
$16.8M +$1.12M +34,004 +7%
UB
66
UMB Bank
Missouri
$16.7M +$1.78M +54,264 +12%
TAT
67
TD Ameritrade Trust
Colorado
$16.3M -$7.38M -224,512 -31%
HighTower Advisors
68
HighTower Advisors
Illinois
$15.7M -$1.03M -31,412 -6%
PA
69
Probity Advisors
Texas
$15.2M +$467K +14,200 +3%
GT
70
Greenleaf Trust
Michigan
$15.1M +$1.9M +57,720 +14%
PAIM
71
Punch & Associates Investment Management
Minnesota
$15.1M +$227K +6,900 +2%
IA
72
IndexIQ Advisors
New York
$15M +$5.54M +168,444 +59%
CS
73
Credit Suisse
Switzerland
$14.6M -$106M -3,217,164 -88%
LYV
74
Live Your Vision
Pennsylvania
$14.2M +$177K +5,380 +1%
CL
75
Choreo LLC
Illinois
$13.9M +$342K +10,392 +3%
1 2
3
4 5