IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.67B
2
M&T Bank
M&T Bank
New York
+$289M
3
Morgan Stanley
Morgan Stanley
New York
+$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.5M
5
HC
HNP Capital
New York
+$65.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.1B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$123M
3
HNB
Huntington National Bank
Ohio
-$85M
4
Stifel Financial
Stifel Financial
Missouri
-$76.5M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
126
Ifrah Financial Services
Arkansas
$10.7M +$473K +11,456 +5%
FLA
127
Financial Life Advisors
Texas
$10.3M -$1.02M -24,604 -9%
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$10.2M – – –
PSP
129
Principal Street Partners
Tennessee
$9.79M -$948K -22,968 -9%
BOS
130
Bank of Stockton
California
$9.71M +$471K +11,408 +5%
CC
131
Chanos & Company
New York
$9.66M +$333K +8,064 +4%
MGIA
132
Moneta Group Investment Advisors
Missouri
$9.59M +$144K +3,492 +2%
FAAS
133
First Allied Advisory Services
California
$9.49M +$1.2M +29,160 +15%
DADC
134
D.A. Davidson & Co
Montana
$9.49M -$772K -18,692 -8%
AWM
135
AE Wealth Management
Kansas
$9.37M +$412K +9,988 +5%
MFM
136
Mirsky Financial Management
New York
$9.21M -$142K -3,452 -2%
CFG
137
Citizens Financial Group
Rhode Island
$8.75M +$700K +16,972 +9%
AWM
138
Argent Wealth Management
Massachusetts
$8.47M +$1.36M +31,768 +19%
PIA
139
Powell Investment Advisors
Florida
$8.43M +$1.04M +25,124 +14%
MIAN
140
Mariner Independent Advisor Network
Kansas
$8.41M -$801K -20,032 -9%
CWA
141
Core Wealth Advisors
Florida
$8.2M +$508K +12,316 +7%
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$8.07M +$8.07M +195,460 New
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$7.86M -$338K -8,184 -4%
GPA
144
Guidance Point Advisors
Massachusetts
$7.86M -$893K -21,636 -10%
HW
145
Hancock Whitney
Mississippi
$7.85M -$308K -7,456 -4%
SPIA
146
Steward Partners Investment Advisory
New York
$7.82M +$965K +23,388 +14%
PFM
147
Parsec Financial Management
North Carolina
$7.81M +$3.12M +75,676 +67%
DSA
148
Droms Strauss Advisors
Missouri
$7.77M -$58.1K -1,408 -0.7%
AIA
149
Arrow Investment Advisors
Maryland
$7.58M +$7.58M +183,700 New
GIA
150
Gladstone Institutional Advisory
Florida
$7.51M +$857K +20,760 +13%
4 5
6
7 8