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 %
PG
751
Patten Group
Tennessee
$70K – – –
RFA
752
Reilly Financial Advisors
California
$60K – – –
W
753
WealthOne
New York
$59K +$59K +1,568 New
SFC
754
SYM Financial Corp
Indiana
$56K +$14K +368 +33%
CHC
755
City Holding Co
West Virginia
$54K – – –
OIA
756
Optimum Investment Advisors
Illinois
$49K -$39K -1,036 -44%
RWA
757
River Wealth Advisors
Pennsylvania
$49K – – –
RFM
758
Royal Fund Management
Florida
$46K -$41.7K -1,120 -48%
EWA
759
ERTS Wealth Advisors
Michigan
$46K +$46K +1,232 New
OIA
760
OneDigital Investment Advisors
Kansas
$44K -$142K -3,768 -76%
NL
761
NVWM LLC
Pennsylvania
$44K +$44K +1,172 New
RE
762
RBC Europe
United Kingdom
$41.4K – – –
ESB
763
Essex Savings Bank
Connecticut
$40K +$40K +1,072 New
PAI
764
Pittenger & Anderson Inc
Nebraska
$39K -$39.9K -1,064 -51%
IC
765
Inscription Capital
Texas
$39K +$39K +1,048 New
LNB
766
Ledyard National Bank
$38K – – –
OFW
767
Omnia Family Wealth
Florida
$38K – – –
SFSIG
768
San Francisco Sentry Investment Group
California
$36K – – –
SBL
769
Sargent Bickham Lagudis
Colorado
$36K – – –
NSB
770
Norway Savings Bank
Maine
$35K – – –
KPW
771
Kore Private Wealth
New York
$34K +$34K +908 New
MA
772
MCF Advisors
Kentucky
$31K – – –
BAMG
773
Brand Asset Management Group
Missouri
$28K – – –
ADL
774
Asset Dedication LLC
California
$28K +$28K +744 New
MAM
775
Meeder Asset Management
Ohio
$27K – – –
29 30
31
32 33