IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$227M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
3
Goldman Sachs
New York
$130M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
5
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
76
Regal Wealth Group
California
$15.8M +$2.22M +64,852 +16%
AssetMark Inc
77
AssetMark Inc
California
$15.8M +$3.57M +104,392 +29%
PA
78
Probity Advisors
Texas
$15.8M -$95.1K -2,780 -0.6%
PAIM
79
Punch & Associates Investment Management
Minnesota
$15.5M -$193K -5,644 -1%
SGAM
80
Steinberg Global Asset Management
Florida
$15.4M -$8.92M -260,860 -37%
KL
81
KWMG LLC
Kansas
$15.2M +$1.28M +37,272 +9%
LYV
82
Live Your Vision
Pennsylvania
$15.2M +$7.74K +220 +0.1%
FDCC
83
Foster Dykema Cabot & Co
Massachusetts
$14.7M +$14.7M +428,564 New
CL
84
Choreo LLC
Illinois
$14.6M +$153K +4,476 +1%
AIM
85
Advantage Investment Management
Iowa
$14.5M +$6.56M +191,704 +83%
SI
86
Stephens Inc
Arkansas
$14.3M +$1.73M +50,600 +14%
PCTC
87
Perkins Coie Trust Company
Washington
$14.2M -$160K -4,664 -1%
Citigroup
88
Citigroup
New York
$14.1M +$226K +6,600 +2%
AI
89
Atria Investments
North Carolina
$13.7M +$1.02M +29,784 +8%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$13.6M -$78.1K -2,284 -0.6%
CFA
91
Cahill Financial Advisors
Minnesota
$13.5M +$332K +9,708 +3%
GIA
92
GHP Investment Advisors
Colorado
$13.2M -$360K -10,508 -3%
SWP
93
Stratos Wealth Partners
Ohio
$13M +$17.1K +500 +0.1%
MGIA
94
Moneta Group Investment Advisors
Missouri
$12.7M +$3.95M +115,420 +45%
ECM
95
Evergreen Capital Management
Washington
$12.7M +$934K +27,312 +8%
FA
96
FCG Advisors
New Jersey
$12.4M +$55.8K +1,632 +0.5%
PAS
97
Park Avenue Securities
New York
$12.2M +$12.2M +357,440 New
BOH
98
Bank of Hawaii
Hawaii
$12.1M +$3.19M +93,144 +36%
BPCE
99
Bank Pictet & Cie (Europe)
Germany
$11.9M – – –
TCM
100
Traynor Capital Management
Pennsylvania
$11.8M +$261K +7,404 +2%
2 3
4
5 6