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 %
AF
751
Apexium Financial
Texas
$295K +$295K +6,096 New
SC
752
Soundwatch Capital
Connecticut
$295K +$295K +6,096 New
BC
753
Brio Consultants
California
$293K +$21.7K +448 +8%
ADL
754
Asset Dedication LLC
California
$291K -$11.4K -236 -4%
LJAC
755
L.J. Altfest & Co
New York
$290K – – –
CWM
756
Confluence Wealth Management
Oregon
$290K – – –
MOS
757
MGO One Seven
Ohio
$289K -$10.1K -208 -3%
PPP
758
Private Portfolio Partners
New Jersey
$288K -$5.03K -104 -2%
WHG
759
Westwood Holdings Group
Texas
$288K +$18.2K +376 +7%
DWM
760
Dakota Wealth Management
Florida
$282K -$1.48M -30,644 -84%
FIB
761
First Interstate Bank
Montana
$282K – – –
FIA
762
Foundations Investment Advisors
Arizona
$279K +$1.76K +36 +0.6%
RG
763
Rikoon Group
New Mexico
$278K +$2.52K +52 +0.9%
CTA
764
Chesley Taft & Associates
Illinois
$276K – – –
PL
765
Parthenon LLC
Kentucky
$275K – – –
FNC
766
First National Corp
Massachusetts
$273K -$387 -8 -0.1%
TF
767
TRH Financial
Iowa
$273K +$273K +5,592 New
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$272K +$272K +5,612 New
FIG
769
FundX Investment Group
California
$271K -$124K -2,556 -31%
WA
770
Waverly Advisors
Alabama
$271K -$16.7K -324 -6%
WJWM
771
Williams Jones Wealth Management
New York
$270K – – –
MC
772
Moors & Cabot
Massachusetts
$269K -$3.68K -76 -1%
BIC
773
Beach Investment Counsel
Pennsylvania
$268K – – –
TWM
774
Titus Wealth Management
California
$267K +$194 +4 +0.1%
WCM
775
WealthBridge Capital Management
Ohio
$267K +$267K +5,524 New
29 30
31
32 33