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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
126
Hugh Johnson Advisors
New York
$8.86M +$17.8K +460 +0.2%
IA
127
IFP Advisors
Florida
$8.81M – – –
USAA
128
United Services Automobile Association
Texas
$8.59M – – –
HFS
129
HL Financial Services
Kentucky
$8.5M +$8.5M +219,232 New
Bank of New York Mellon
130
Bank of New York Mellon
New York
$8.34M +$291K +7,516 +4%
DADC
131
D.A. Davidson & Co
Montana
$8.1M +$104K +2,676 +1%
CAI
132
Capital Advisors Inc
Oklahoma
$8.08M +$804K +20,736 +11%
SG Americas Securities
133
SG Americas Securities
New York
$8M +$4.37M +112,836 +121%
N
134
Natixis
France
$7.75M – – –
CG
135
Colony Group
Massachusetts
$7.65M -$247K -6,376 -3%
UBV
136
United Bank (Virginia)
Virginia
$7.29M -$905K -23,332 -11%
SGCA
137
Steel Grove Capital Advisors
Tennessee
$7.11M +$138K +3,560 +2%
TA
138
Tiedemann Advisors
New York
$7.01M -$13.3K -344 -0.2%
FAAS
139
First Allied Advisory Services
California
$6.79M -$206K -5,316 -3%
SAM
140
Securian Asset Management
Minnesota
$6.76M +$109K +2,800 +2%
IWA
141
Independence Wealth Advisors
Virginia
$6.73M -$176K -4,544 -3%
SCA
142
Snowden Capital Advisors
New York
$6.63M -$632K -16,304 -9%
PAG
143
Private Advisory Group
Washington
$6.62M -$4.07M -104,920 -38%
HPWM
144
Highland Private Wealth Management
Washington
$6.62M +$6.62M +170,644 New
NB
145
Nicolet Bankshares
Wisconsin
$6.52M -$14K -360 -0.2%
Creative Planning
146
Creative Planning
Kansas
$6.43M +$651K +16,792 +11%
TFCP
147
Twin Focus Capital Partners
Massachusetts
$6.4M -$630K -16,260 -9%
LIA
148
LBMC Investment Advisors
Tennessee
$6.39M -$1.19M -30,668 -16%
SCG
149
Sonata Capital Group
Washington
$6.32M -$343K -8,840 -5%
NB
150
Northwest Bancshares
Pennsylvania
$6.18M -$83.3K -2,204 -1%
4 5
6
7 8