IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M
2
Stifel Financial
Stifel Financial
Missouri
+$39.5M
3
LPL Financial
LPL Financial
California
+$35.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$20.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$20.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$160M
2
HNB
Huntington National Bank
Ohio
-$81.3M
3
PIM
Parker Investment Management
California
-$46.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.9M
5
Morgan Stanley
Morgan Stanley
New York
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
851
Northwest Investment Counselors
Oregon
$11K +$11K +252 New
CFN
852
Cordasco Financial Network
Florida
$9K – – –
TF
853
TimeScale Financial
Massachusetts
$9K – – –
FFW
854
Fusion Family Wealth
New York
$9K – – –
KFS
855
Kelly Financial Services
Massachusetts
$7.34K -$9.67K -216 -57%
TL
856
TrueWealth LLC
Georgia
$7K – – –
MIM
857
Macroview Investment Management
Maryland
$7K – – –
ATC
858
Adirondack Trust Company
New York
$6K – – –
RIA
859
RPG Investment Advisory
California
$6K – – –
ACA
860
Aptus Capital Advisors
Alabama
$6K +$6K +140 New
HS
861
Horan Securities
United States
$5K – – –
EWM
862
Endurance Wealth Management
Rhode Island
$4K – – –
LDFR
863
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
GT
864
Glenmede Trust
Pennsylvania
$3.86K -$168 -3,744 -4%
SWP
865
Strategic Wealth Partners
Ohio
$3.67K -$392 -140 -10%
IWMA
866
Ironwood Wealth Management (Arizona)
Arizona
$2K – – –
IA
867
IndexIQ Advisors
New York
$1K – – –
RCAG
868
Rehmann Capital Advisory Group
Michigan
– -$25.1M -559,180 Closed
LMIM
869
Lockheed Martin Investment Management
Maryland
– -$20.3M -453,876 Closed
CS
870
Credit Suisse
Switzerland
– -$9.54M -212,784 Closed
JCM
871
Julex Capital Management
Massachusetts
– -$1.57M -161,992 Closed
FTS
872
Fifth Third Securities
Ohio
– -$5.66M -126,320 Closed
CIBC World Market
873
CIBC World Market
Ontario, Canada
– -$2.91M -64,864 Closed
TRCT
874
Tower Research Capital (TRC)
New York
– -$2.78M -61,972 Closed
Millennium Management
875
Millennium Management
New York
– -$2.31M -51,588 Closed
33 34
35
36 37