IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$884M
2
SIM
Scottrade Investment Management
Missouri
$345M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
Wells Fargo
California
$930M

Top Sellers

1
CS
Credit Suisse
Switzerland
$14.6M
2
HI
Horizon Investments
North Carolina
$199M
3
GC
Guggenheim Capital
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$624M
5
BOH
Bank of Hawaii
Hawaii
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$5.31M +$49.6K +1,508 +0.9%
AIM
152
Acropolis Investment Management
Missouri
$5.29M +$25.8K +784 +0.5%
Northern Trust
153
Northern Trust
Illinois
$5.27M -$264K -8,016 -5%
SGCA
154
Steel Grove Capital Advisors
Tennessee
$5.24M +$429K +13,052 +9%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$5.13M -$37.6K -1,144 -0.7%
ABTD
156
Arvest Bank Trust Division
Oklahoma
$5.1M -$70K -2,128 -1%
AIP
157
Ahrens Investment Partners
Louisiana
$5.06M +$264K +8,032 +6%
FA
158
FDx Advisors
Illinois
$4.74M -$790K -24,016 -14%
PBO
159
Peoples Bank (Ohio)
Ohio
$4.7M -$1.41M -42,896 -23%
SFS
160
Sowell Financial Services
Arkansas
$4.69M -$7.06M -206,368 -60%
VFA
161
Voya Financial Advisors
Connecticut
$4.63M +$2.36M +71,688 +104%
IA
162
IFP Advisors
Florida
$4.6M +$385K +11,720 +9%
AIG
163
American International Group
New York
$4.53M +$2.74M +83,416 +154%
FBA
164
Front Barnett Associates
Illinois
$4.43M +$178K +5,400 +4%
WB
165
WesBanco Bank
West Virginia
$4.37M -$10.9M -330,892 -71%
JFA
166
Johanson Financial Advisors
California
$4.31M +$4.31M +130,980 New
LA
167
Leonetti & Associates
Illinois
$4.24M +$4.24M +128,796 New
TA
168
Tiedemann Advisors
New York
$4.19M -$9.14M -278,000 -69%
SEIA
169
Signature Estate & Investment Advisors
California
$4.12M -$233K -7,096 -5%
KM
170
Kalos Management
Georgia
$4.11M +$2.14M +65,236 +109%
CAI
171
Capital Advisors Inc
Oklahoma
$3.98M +$391K +11,892 +11%
UBV
172
United Bank (Virginia)
Virginia
$3.97M – – –
GWM
173
Geneos Wealth Management
Colorado
$3.94M +$388K +11,788 +11%
WP
174
WealthSource Partners
California
$3.93M +$164K +4,992 +4%
ASN
175
Advisory Services Network
Georgia
$3.92M +$3.92M +119,292 New
5 6
7
8 9