IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.58%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$308M
2
SIM
2
Scottrade Investment Management
Missouri
$134M
3
HI
3
Horizon Investments
North Carolina
$176M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$406M
5
Wells Fargo
5
Wells Fargo
California
$785M

Top Sellers

1
TT
1
Tiedemann Trust
Delaware
$44.2M
2
M&T Bank
2
M&T Bank
New York
$465M
3
VA
3
Valmark Advisers
Ohio
$408M
4
LI
4
LVZ Inc
Michigan
$0
5
ACM
5
Argentus Capital Management
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
101
Investment Centers of America
North Dakota
$8.13M 70,143 +24,704 +54%
DWA
102
Dorsey Wright & Associates
California
$7.95M 68,690 -4,176 -6%
NA
103
Nottingham Advisors
New York
$7.87M 67,993 +3,022 +5%
MFS
104
MSI Financial Services
Massachusetts
$7.86M 67,879 +42,350 +166%
GA
105
GFS Advisors
Texas
$7.76M 67,000 – –
LIA
106
LBMC Investment Advisors
Tennessee
$7.7M 66,527 +130 +0.2%
EDRIA
107
Edmonds Duncan Registered Investment Advisors
Kansas
$7.51M 64,845 +64,845 New
DK
108
Darrell & King
Virginia
$7.5M 64,783 +64,783 New
VFS
109
VSR Financial Services
Kansas
$7.45M 64,368 +10,405 +19%
SFI
110
SPC Financial Inc
Maryland
$7.37M 63,619 +1,808 +3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$7.26M 62,715 +62,715 New
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$7.26M 62,675 +229 +0.4%
HighTower Advisors
113
HighTower Advisors
Illinois
$7.24M 62,479 +697 +1%
CFG
114
Citizens Financial Group
Rhode Island
$7.12M 61,326 +61,326 New
CWM
115
Calamos Wealth Management
Illinois
$7.03M 60,712 +57,369 +1,716%
CIR
116
Clear Investment Research
Georgia
$6.86M 59,242 +2,107 +4%
PBO
117
Peoples Bank (Ohio)
Ohio
$6.85M 59,165 +59,165 New
SCG
118
Sonata Capital Group
Washington
$6.78M 58,574 +186 +0.3%
BB
119
Busey Bank
Illinois
$6.73M 58,145 +2,644 +5%
HJA
120
Hugh Johnson Advisors
New York
$6.64M 57,323 +125 +0.2%
FTIOP
121
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.58M 56,781 -673 -1%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$6.54M 56,490 +12,036 +27%
Northern Trust
123
Northern Trust
Illinois
$6.48M 55,995 -2,110 -4%
Truist Financial
124
Truist Financial
North Carolina
$6.48M 55,920 -6,423 -10%
BOH
125
Bank of Hawaii
Hawaii
$6.29M 54,331 -4,391 -7%
3 4
5
6 7