IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
126
Personal Wealth Partners
Minnesota
$11M +$11M +255,136 New
EWF
127
Epstein & White Financial
California
$11M -$3.37M -77,984 -23%
IFS
128
Ifrah Financial Services
Arkansas
$10.8M -$134K -3,100 -1%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$10.6M – – –
BTS
130
BB&T Securities
Virginia
$10.6M -$21.1M -489,048 -67%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$10.5M +$1.72M +39,924 +20%
IA
132
IndexIQ Advisors
New York
$10.3M -$275K -6,372 -3%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$10.3M -$209K -4,852 -2%
DADC
134
D.A. Davidson & Co
Montana
$10.1M +$127K +2,944 +1%
AIG
135
American International Group
New York
$9.79M +$257K +5,960 +3%
MIAN
136
Mariner Independent Advisor Network
Kansas
$9.7M -$10.5M -242,156 -52%
MFM
137
Mirsky Financial Management
New York
$9.69M -$2.42M -56,184 -20%
HIS
138
Harvest Investment Services
Illinois
$9.41M +$9.41M +216,180 New
SGAM
139
Steinberg Global Asset Management
Florida
$9.35M -$271K -6,288 -3%
Creative Planning
140
Creative Planning
Kansas
$9.26M +$264K +6,116 +3%
MGIA
141
Moneta Group Investment Advisors
Missouri
$9.15M -$4.18M -96,984 -31%
HFS
142
HL Financial Services
Kentucky
$9.09M -$877K -20,352 -9%
CG
143
Colony Group
Massachusetts
$9.07M -$131K -3,040 -1%
CS
144
Comerica Securities
Michigan
$9M -$307K -7,128 -3%
PWAC
145
Private Wealth Advisors (California)
California
$8.92M +$115K +2,660 +1%
FAIM
146
Financial Advocates Investment Management
Washington
$8.87M -$3.15M -73,148 -26%
GPA
147
Guidance Point Advisors
Massachusetts
$8.75M -$299K -6,940 -3%
FCC
148
Florin Court Capital
United Kingdom
$8.75M -$293K -6,800 -3%
RWM
149
RKL Wealth Management
Pennsylvania
$8.7M -$532K -12,348 -6%
DSA
150
Droms Strauss Advisors
Missouri
$8.63M -$109K -2,524 -1%
4 5
6
7 8