IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
51
TRUE Private Wealth Advisors
Oregon
$27.9M +$4.92M +130,528 +21%
BTS
52
BB&T Securities
Virginia
$27.7M -$1.92M -51,012 -6%
PAG
53
Private Advisor Group
New Jersey
$27.2M +$25.3K +672 +0.1%
MML Investors Services
54
MML Investors Services
Massachusetts
$25.3M +$1.49M +39,604 +6%
HighTower Advisors
55
HighTower Advisors
Illinois
$24.9M +$4.52M +119,836 +22%
NSIM
56
North Star Investment Management
Illinois
$24.3M +$2.95M +78,408 +14%
SVCP
57
Silicon Valley Capital Partners
California
$24M +$132K +3,500 +0.6%
PI
58
PHH Investments
Texas
$23.6M +$23.4M +620,168 +9,251%
RCIM
59
Red Cedar Investment Management
Michigan
$23M +$124K +3,296 +0.5%
FDCC
60
Foster Dykema Cabot & Co
Massachusetts
$22.5M +$8.44K +224 +0%
MCM
61
MV Capital Management
Maryland
$22.4M +$189K +5,012 +0.9%
SEI Investments
62
SEI Investments
Pennsylvania
$21.8M -$2.7M -71,652 -11%
MA
63
MUFG Americas
New York
$21.6M -$1.3M -34,640 -6%
KL
64
KWMG LLC
Kansas
$21.3M +$421K +11,168 +2%
CWM
65
Calamos Wealth Management
Illinois
$21.3M -$4.87M -129,216 -19%
AIP
66
Ameritas Investment Partners
Nebraska
$21.1M +$152K +4,024 +0.7%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$20.6M +$1.77M +47,076 +9%
MBT
68
Monroe Bank & Trust
Michigan
$20.5M -$416K -11,036 -2%
GT
69
Greenleaf Trust
Michigan
$19.1M +$1.64M +43,508 +9%
KFA
70
Kays Financial Advisory
Georgia
$18.8M -$3.29M -87,304 -15%
PIM
71
Parker Investment Management
California
$18.4M +$17.3M +459,520 +1,607%
FA
72
FCG Advisors
New Jersey
$18.3M +$1.05M +27,804 +6%
Bessemer Group
73
Bessemer Group
New Jersey
$18.2M +$3.77K +100 +0%
MIAN
74
Mariner Independent Advisor Network
Kansas
$18M +$208K +5,384 +1%
CIM
75
Confluence Investment Management
Missouri
$18M -$1.16M -30,904 -6%
1 2
3
4 5