IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

982 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+117
Holders Change %
+13.53%
% of All Funds
19.39%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
169
Increased
283
Reduced
334
Closed
42
Calls
$22M
Puts
$1.53M
Net Calls
+$20.4M
Net Calls Change
-$1.62M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$53.9M
2
JFA
Johanson Financial Advisors
California
+$34.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.5M
5
WIA
World Investment Advisors
California
+$15.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$347M
2
Axa
Axa
France
-$106M
3
HNB
Huntington National Bank
Ohio
-$76.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$64.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
726
Financial Advisors Network
California
$328K +$99.9K +2,064 +44%
PG
727
Prostatis Group
Maryland
$327K +$327K +6,764 New
DIS
728
Diversified Investment Strategies
Louisiana
$326K -$9.69K -200 -3%
JGIA
729
Jackson Grant Investment Advisers
Connecticut
$324K +$1.93K +40 +0.6%
CSM
730
CAMG Solamere Management
North Carolina
$320K – – –
CFO
731
CVA Family Office
Colorado
$320K +$320K +6,600 New
FAM
732
Formidable Asset Management
Ohio
$319K +$319K +6,300 New
FPIS
733
Financial Planning & Information Services
Wisconsin
$318K +$4.45K +92 +1%
HIA
734
Harbor Investment Advisory
Maryland
$317K +$317K +6,556 New
CWM
735
Chesapeake Wealth Management
Virginia
$315K – – –
MFW
736
Mosaic Family Wealth
Missouri
$312K +$6.96K +144 +2%
AP
737
Atwood & Palmer
Missouri
$311K – – –
AC
738
Abbrea Capital
California
$310K – – –
WF
739
Welch & Forbes
Massachusetts
$308K – – –
CCB
740
Cutter & Co Brokerage
Missouri
$305K -$144K -2,976 -32%
DI
741
DFPG Investments
Utah
$302K – – –
FWM
742
Filbrandt Wealth Management
Wisconsin
$301K +$301K +6,220 New
OPS
743
Orion Portfolio Solutions
Nebraska
$300K +$300K +6,188 New
GIA
744
Guyasuta Investment Advisors
Pennsylvania
$297K – – –
RMDI
745
R.M. Davis Inc
Maine
$296K – – –
VBFG
746
Vishria Bird Financial Group
Tennessee
$296K – – –
SPL
747
Smart Portfolios LLC
Washington
$295K -$7.94K -164 -3%
IC
748
InterOcean Capital
Illinois
$295K – – –
NWP
749
Northstar Wealth Partners
Connecticut
$295K – – –
PCIA
750
Prime Capital Investment Advisors
Kansas
$295K – – –
28 29
30
31 32