IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
1
People's United Financial
Connecticut
$74.9M
2
CWM
2
Connecticut Wealth Management
Connecticut
$30.6M
3
PIM
3
Parker Investment Management
California
$94.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$35.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$42.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$81.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$318M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$831M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.44B
5
Wells Fargo
5
Wells Fargo
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$21.9M +$319K +7,120 +1%
MML Investors Services
77
MML Investors Services
Massachusetts
$21M -$649K -14,480 -3%
EWMCB
78
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$21M -$155K -3,448 -0.7%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$20.7M -$691K -15,428 -3%
MBT
80
Monroe Bank & Trust
Michigan
$20.4M -$2.88M -64,356 -12%
PAIM
81
Punch & Associates Investment Management
Minnesota
$20.4M +$54.1K +1,208 +0.3%
LMIM
82
Lockheed Martin Investment Management
Maryland
$20.3M +$2.12M +47,200 +12%
HCM
83
Howard Capital Management
Georgia
$20.3M +$913K +19,860 +5%
MCM
84
MAI Capital Management
Ohio
$20.1M +$62.7K +1,400 +0.3%
Citigroup
85
Citigroup
New York
$19.5M +$204K +4,552 +1%
IWS
86
Insight Wealth Strategies
California
$19.5M +$3.1M +69,288 +19%
CIM
87
Confluence Investment Management
Missouri
$19.3M -$908K -20,264 -4%
PA
88
Probity Advisors
Texas
$19M +$649K +14,476 +4%
CG
89
Colony Group
Massachusetts
$18.8M +$9.33M +208,200 +99%
RWG
90
Regal Wealth Group
California
$18.7M +$252K +5,632 +1%
SI
91
Stephens Inc
Arkansas
$17.6M -$151K -3,380 -0.9%
PR
92
Payden & Rygel
California
$17.5M -$37.6K -840 -0.2%
MA
93
MUFG Americas
New York
$17M -$1.94M -43,236 -10%
CFA
94
Cahill Financial Advisors
Minnesota
$16.9M +$185K +4,124 +1%
PCTC
95
Perkins Coie Trust Company
Washington
$16.5M -$134K -2,980 -0.8%
BF
96
BOK Financial
Oklahoma
$16.2M -$2.98M -66,404 -16%
Comerica Bank
97
Comerica Bank
Texas
$16.1M +$1.29M +28,132 +9%
IA
98
Independence Advisors
Pennsylvania
$15.3M -$535K -11,948 -3%
Financial Engines Advisors
99
Financial Engines Advisors
California
$15.3M +$1.93M +43,024 +14%
GIA
100
GHP Investment Advisors
Colorado
$15M -$191K -4,268 -1%
2 3
4
5 6