IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$329M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$37.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$54.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.2M
5
AG
5
Advisor Group
Arizona
$81.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M
2
VA
2
Valmark Advisers
Ohio
$208M
3
Wells Fargo
3
Wells Fargo
California
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51B
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
76
Glovista Investments
New Jersey
$17.6M 113,373 +113,373 New
FDCC
77
Foster Dykema Cabot & Co
Massachusetts
$17.6M 113,275 -943 -0.8%
PA
78
Probity Advisors
Texas
$17.6M 113,176 -526 -0.5%
PAIM
79
Punch & Associates Investment Management
Minnesota
$17M 109,871 -913 -0.8%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$16.8M 108,417 +13,818 +15%
FA
81
FCG Advisors
New Jersey
$16.4M 105,829 +4,499 +4%
CL
82
Choreo LLC
Illinois
$16.3M 105,089 +459 +0.4%
Citigroup
83
Citigroup
New York
$16.1M 103,550 -2,291 -2%
LYV
84
Live Your Vision
Pennsylvania
$15.8M 99,588 -1,978 -2%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$15.6M 100,368 +100,368 New
CFA
86
Cahill Financial Advisors
Minnesota
$15.5M 99,980 -9 -0%
WF
87
WealthTrust Fairport
Ohio
$15.5M 99,929 +1,352 +1%
AssetMark Inc
88
AssetMark Inc
California
$15.4M 99,048 -13,762 -12%
MML Investors Services
89
MML Investors Services
Massachusetts
$15.3M 98,695 -60,594 -38%
BOH
90
Bank of Hawaii
Hawaii
$15.2M 98,175 -1,760 -2%
PCTC
91
Perkins Coie Trust Company
Washington
$15M 96,765 +2,292 +2%
SI
92
Stephens Inc
Arkansas
$14.8M 95,569 -9,301 -9%
CA
93
Centerpoint Advisors
Massachusetts
$14.7M 94,856 -2,109 -2%
SGAM
94
Steinberg Global Asset Management
Florida
$14.5M 93,800 -11,099 -11%
GIA
95
GHP Investment Advisors
Colorado
$14.2M 91,708 -1,642 -2%
IFS
96
Ifrah Financial Services
Arkansas
$14.1M 90,975 +20,887 +30%
V
97
Veritable
Delaware
$12.7M 81,636 – –
TCM
98
Traynor Capital Management
Pennsylvania
$12.6M 81,539 -112 -0.1%
IA
99
Independence Advisors
Pennsylvania
$12.6M 81,409 +1,719 +2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$12.5M 80,584 -5,310 -6%
2 3
4
5 6