IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

424 hedge funds and large institutions have $7.04B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
11.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.62%
New
27
Increased
166
Reduced
148
Closed
23
Calls
$5.68M
Puts
$1.82M
Net Calls
+$3.86M
Net Calls Change
+$2.76M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$295M
2
HI
2
Horizon Investments
North Carolina
$62.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$92.5M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$52.7M
5
MMA
5
Miracle Mile Advisors
California
$35.8M

Top Sellers

1
CM
1
Churchill Management
California
$77.4M
2
M&T Bank
2
M&T Bank
New York
$498M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$28.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$4.52M 41,905 +16,895 +68%
ST
127
Smithfield Trust
Pennsylvania
$4.46M 41,329 +296 +0.7%
BPCE
128
Bank Pictet & Cie (Europe)
Germany
$4.36M 40,465 – –
TA
129
Tiedemann Advisors
New York
$4.34M 40,282 +11,915 +42%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$4.28M 39,706 -209,642 -84%
PFG
131
Pacific Financial Group
Washington
$4.13M 38,292 +664 +2%
BA
132
BKS Advisors
Michigan
$3.77M 34,968 -327 -0.9%
JRP
133
Jasper Ridge Partners
California
$3.74M 34,688 – –
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$3.57M 33,109 +377 +1%
SAM
135
Securian Asset Management
Minnesota
$3.51M 32,600 +3,600 +12%
CC
136
Cadinha & Co
Hawaii
$3.4M 31,507 -169 -0.5%
FWM
137
Focused Wealth Management
New York
$3.39M 31,481 -98 -0.3%
CCM
138
Canal Capital Management
Virginia
$3.39M 31,442 -7,265 -19%
PAA
139
Peregrine Asset Advisers
Oregon
$3.34M 30,966 +205 +0.7%
Jane Street
140
Jane Street
New York
$3.34M 30,936 +30,936 New
UBV
141
United Bank (Virginia)
Virginia
$3.25M 30,157 +30,157 New
HC
142
HHG & Company
Connecticut
$3.23M 29,965 -334 -1%
CK
143
Carnick & Kubik
Colorado
$3.23M 29,931 +2,085 +7%
FBA
144
Front Barnett Associates
Illinois
$3.17M 29,395 +1,405 +5%
NAM
145
NTV Asset Management
West Virginia
$2.94M 27,255 -59 -0.2%
DPI
146
Diversified Portfolios Inc
Michigan
$2.88M 26,707 -671 -2%
WP
147
WMS Partners
Maryland
$2.85M 26,459 -827 -3%
SRSA
148
S.R. Schill & Associates
Washington
$2.84M 26,339 +2,122 +9%
SG Americas Securities
149
SG Americas Securities
New York
$2.82M 26,121 +4,709 +22%
MFS
150
MSI Financial Services
Massachusetts
$2.75M 25,529 +817 +3%
4 5
6
7 8