IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$32.4M +$10.2M +284,012 +46%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$32.3M +$6.2M +172,880 +24%
MIAN
53
Mariner Independent Advisor Network
Kansas
$28.8M -$9.78M -272,772 -25%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$28.5M +$11.5M +320,404 +68%
FWP
55
FAS Wealth Partners
Kansas
$25.3M +$285K +7,948 +1%
Mariner
56
Mariner
Kansas
$24.5M +$1.18M +32,944 +5%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$24M -$31.3K -872 -0.1%
MCM
58
MV Capital Management
Maryland
$24M +$782K +21,824 +3%
ICOA
59
Investment Centers of America
North Dakota
$23.6M +$2.17M +60,572 +10%
PAG
60
Private Advisor Group
New Jersey
$22M +$3.3M +90,856 +18%
TPWA
61
TRUE Private Wealth Advisors
Oregon
$21.8M -$767K -21,400 -3%
SVCP
62
Silicon Valley Capital Partners
California
$21.7M +$206K +5,732 +1%
Lido Advisors
63
Lido Advisors
California
$21.6M +$1.73M +46,584 +9%
NPC
64
National Planning Corporation
California
$21.2M +$2.69M +75,144 +15%
IA
65
IndexIQ Advisors
New York
$20.9M +$20.6M +573,564 +6,336%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$20.9M -$704K -19,732 -3%
SPC
67
Sigma Planning Corp
Michigan
$20.8M +$9.56M +266,576 +85%
MBT
68
Monroe Bank & Trust
Michigan
$20.4M +$213K +5,952 +1%
AI
69
Atria Investments
North Carolina
$20.3M +$5.89M +164,324 +41%
BF
70
BOK Financial
Oklahoma
$19.7M -$933K -26,020 -5%
NSIM
71
North Star Investment Management
Illinois
$19.6M -$1.72K -48 -0%
LMIM
72
Lockheed Martin Investment Management
Maryland
$19.2M -$1.83M -51,100 -9%
Two Sigma Investments
73
Two Sigma Investments
New York
$18.8M +$18.5M +515,200 +5,101%
BOH
74
Bank of Hawaii
Hawaii
$18.8M +$6.1M +170,060 +48%
CWM
75
Calamos Wealth Management
Illinois
$18.6M +$593K +16,532 +3%
1 2
3
4 5