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.

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
1
LPL Financial
California
$329M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$37.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$54.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.2M
5
AG
5
Advisor Group
Arizona
$81.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M
2
VA
2
Valmark Advisers
Ohio
$208M
3
Wells Fargo
3
Wells Fargo
California
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51B
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$6.16M 39,743 +1,500 +4%
SHIM
152
Stone House Investment Management
Pennsylvania
$6.12M 39,473 +11,598 +42%
AIM
153
Acropolis Investment Management
Missouri
$6.11M 39,404 -502 -1%
CWM
154
Cranbrook Wealth Management
Michigan
$5.98M 38,552 -1,697 -4%
CFG
155
Citizens Financial Group
Rhode Island
$5.9M 38,044 -61 -0.2%
MA
156
Mutual Advisors
Nebraska
$5.88M 37,947 +2,261 +6%
ABTD
157
Arvest Bank Trust Division
Oklahoma
$5.85M 37,731 -1,628 -4%
WP
158
WealthSource Partners
California
$5.77M 37,198 -1,062 -3%
PL
159
Polianta Ltd
Jersey
$5.74M 37,000 +37,000 New
VFA
160
Voya Financial Advisors
Connecticut
$5.72M 37,432 +3,058 +9%
GWM
161
Geneos Wealth Management
Colorado
$5.68M 36,603 +16 +0%
FLA
162
Financial Life Advisors
Texas
$5.64M 37,279 -14,112 -27%
ST
163
Smithfield Trust
Pennsylvania
$5.64M 36,343 -3,009 -8%
CS
164
Credit Suisse
Switzerland
$5.43M 35,022 -21,877 -38%
MA
165
Montag & Associates
Georgia
$5.4M 34,789 +34,789 New
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$5.39M 34,759 -889 -2%
DWA
167
Dorsey Wright & Associates
California
$5.33M 34,338 -1,013 -3%
SFS
168
Sowell Financial Services
Arkansas
$5.31M 34,119 -567 -2%
TAIM
169
TD Ameritrade Investment Management
Nebraska
$5.3M 34,180 +13,292 +64%
BFM
170
Broadview Financial Management
Wisconsin
$5.23M 33,717 -922 -3%
PS
171
Portfolio Strategies
New York
$5.22M 33,687 -522 -2%
JFA
172
Johanson Financial Advisors
California
$5.15M 33,214 -669 -2%
LFAS
173
Level Four Advisory Services
Texas
$5.06M 32,636 -2,286 -7%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$4.99M 32,181 +5,614 +21%
WP
175
WealthPLAN Partners
Nebraska
$4.96M 31,980 +8,717 +37%
5 6
7
8 9