IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
76
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$17.4M +$57K +1,512 +0.3%
AssetMark Inc
77
AssetMark Inc
California
$17.4M -$1.41M -37,332 -7%
BF
78
BOK Financial
Oklahoma
$17.3M -$565K -14,992 -3%
PAIM
79
Punch & Associates Investment Management
Minnesota
$16.8M -$57.9K -1,536 -0.3%
Citigroup
80
Citigroup
New York
$16.6M +$888K +23,580 +6%
PA
81
Probity Advisors
Texas
$16.1M -$811K -21,524 -5%
CFA
82
Cahill Financial Advisors
Minnesota
$16M +$954K +25,332 +6%
LYV
83
Live Your Vision
Pennsylvania
$15.7M +$221K +5,672 +1%
PR
84
Payden & Rygel
California
$15.7M +$15.7M +416,156 New
SI
85
Stephens Inc
Arkansas
$15.6M -$5.27K -140 -0%
MCM
86
MAI Capital Management
Ohio
$15.6M +$5.84M +154,952 +60%
IWS
87
Insight Wealth Strategies
California
$15.4M +$15.4M +408,272 New
LMIM
88
Lockheed Martin Investment Management
Maryland
$15.3M +$3.45M +91,600 +29%
WF
89
WealthTrust Fairport
Ohio
$14.6M -$584K -15,492 -4%
PCTC
90
Perkins Coie Trust Company
Washington
$14.6M +$93.1K +2,472 +0.6%
IA
91
IFP Advisors
Florida
$14.2M +$3.37M +90,284 +31%
PFA
92
Pinnacle Family Advisors
Missouri
$13.9M -$2.09M -55,588 -13%
PWS
93
Paragon Wealth Strategies
Florida
$13.8M -$153K -4,112 -1%
BOH
94
Bank of Hawaii
Hawaii
$13.8M +$971K +25,776 +8%
IA
95
Independence Advisors
Pennsylvania
$13.5M +$2.27M +60,200 +20%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$3.25M +86,288 +32%
FIG
97
FundX Investment Group
California
$13.2M +$8.93M +237,128 +208%
Comerica Bank
98
Comerica Bank
Texas
$13.1M +$3.36M +85,660 +34%
PC
99
Premise Capital
Illinois
$13M +$13M +346,220 New
GIA
100
GHP Investment Advisors
Colorado
$13M -$153K -4,052 -1%
2 3
4
5 6