IVW icon

iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$29.7M +$7.95M +192,772 +37%
SPC
52
Sigma Planning Corp
Michigan
$28.7M -$11M -267,536 -28%
CWM
53
Connecticut Wealth Management
Connecticut
$28.6M -$60.6K -1,468 -0.2%
PAG
54
Private Advisor Group
New Jersey
$28.3M +$9.96M +241,408 +54%
PR
55
Payden & Rygel
California
$27.8M +$11.7M +282,760 +72%
1IA
56
1834 Investment Advisors
Wisconsin
$27.6M -$216K -5,224 -0.8%
SCM
57
SCS Capital Management
Massachusetts
$27.2M +$27.2M +658,696 New
RCIM
58
Red Cedar Investment Management
Michigan
$26.4M +$948K +22,968 +4%
SVCP
59
Silicon Valley Capital Partners
California
$26.3M -$1.18M -28,704 -4%
IA
60
Independence Advisors
Pennsylvania
$25.3M +$1.24M +30,160 +5%
TPCW
61
TD Private Client Wealth
New York
$25M -$834K -20,208 -3%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$24.6M +$24.6M +596,628 New
AF
63
Allworth Financial
California
$24.2M +$24.2M +586,004 +106,935%
AIP
64
Ameritas Investment Partners
Nebraska
$23M -$1.11M -26,820 -5%
MCM
65
MV Capital Management
Maryland
$22.4M +$1.64M +39,748 +8%
GT
66
Greenleaf Trust
Michigan
$22.3M -$1.1M -26,732 -5%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$22.1M -$3.73M -90,488 -14%
AIG
68
American International Group
New York
$21.7M +$9.19M +222,680 +73%
PIM
69
Parker Investment Management
California
$21.7M -$21.5M -521,908 -50%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$21.6M +$611K +14,796 +3%
Creative Planning
71
Creative Planning
Kansas
$20.8M -$626K -15,160 -3%
PA
72
Probity Advisors
Texas
$19.6M +$1.19M +28,888 +6%
NSIM
73
North Star Investment Management
Illinois
$19.4M -$7.39M -179,092 -28%
TCM
74
Traynor Capital Management
Pennsylvania
$19.3M +$5.02M +121,548 +35%
SEI Investments
75
SEI Investments
Pennsylvania
$18.9M -$2.12M -51,304 -10%