IVW icon

iShares S&P 500 Growth ETF

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
751
TrustCore Financial Services
Tennessee
$189K
Barclays
752
Barclays
United Kingdom
$188K
TC
753
Truvestments Capital
Florida
$186K +$186K +4,140 New
MFT
754
Moisand Fitzgerald Tamayo
Florida
$180K -$3.95K -88 -2%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
LWA
756
Lenox Wealth Advisors
New York
$172K -$18.1K -404 -10%
HR
757
Howe & Rusling
New York
$169K +$88.8K +1,976 +111%
CCM
758
Covington Capital Management
California
$161K
GSWM
759
Golden State Wealth Management
California
$160K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$155K -$35.8K -800 -19%
TWA
761
TCI Wealth Advisors
Arizona
$144K +$22.5K +504 +19%
QAM
762
QCI Asset Management
New York
$143K
IFA
763
Interactive Financial Advisors
Illinois
$142K -$1.26K -28 -0.9%
CCM
764
Cribstone Capital Management
Maine
$138K -$29.7K -664 -18%
SIAS
765
Shine Investment Advisory Services
Colorado
$138K +$536 +12 +0.4%
AIP
766
Almanack Investment Partners
Pennsylvania
$133K +$133K +2,976 New
DWM
767
Doyle Wealth Management
Florida
$133K +$133K +2,972 New
AIM
768
Advantage Investment Management
Iowa
$130K
BCI
769
Brinker Capital Investments
Pennsylvania
$126K +$80.7K +1,804 +178%
GAM
770
Gemmer Asset Management
California
$123K -$117K -2,604 -49%
SIM
771
Sonora Investment Management
Arizona
$119K
AWMS
772
Advocacy Wealth Management Services
Georgia
$118K +$118K +2,632 New
JWA
773
JFS Wealth Advisors
Pennsylvania
$110K -$6.07K -136 -5%
FBT
774
First Bank & Trust
South Dakota
$110K
PMFA
775
Plante Moran Financial Advisors
Michigan
$109K