IVW icon

iShares S&P 500 Growth ETF

347 hedge funds and large institutions have $6.22B invested in iShares S&P 500 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 116 reducing their positions, and 12 closing their positions.

Holders
347
Holders Change
+13
Holders Change %
+3.89%
% of All Funds
10.08%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
1.28%
New
31
Increased
139
Reduced
116
Closed
12
Calls
$3.63M
Puts
$758K
Net Calls
+$2.87M
Net Calls Change
+$897K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$998M 9,340,426 +166,121 +2%
M&T Bank
2
M&T Bank
New York
$580M 5,432,997 +5,422,266 +50,529%
Wells Fargo
3
Wells Fargo
California
$535M 5,009,980 +171,601 +4%
VA
4
Valmark Advisers
Ohio
$452M 4,235,572 -4,700 -0.1%
Bank of America
5
Bank of America
North Carolina
$434M 4,064,935 -13,208 -0.3%
U
6
UBS
Switzerland
$241M 2,258,144 +210,337 +10%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$229M 2,145,063 +73,648 +4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$168M 1,575,877 +235,083 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$139M 1,299,578 +138,443 +12%
TT
10
Tiedemann Trust
Delaware
$132M 1,240,178 +57,423 +5%
LPL Financial
11
LPL Financial
California
$101M 961,448 +115,333 +14%
HI
12
Horizon Investments
North Carolina
$91.5M 856,337 +856,337 New
UCFA
13
United Capital Financial Advisors
Texas
$78.9M 738,696 -96,419 -12%
Goldman Sachs
14
Goldman Sachs
New York
$71.6M 670,149 -75,346 -10%
FHB
15
First Hawaiian Bank
Hawaii
$69.2M 648,234 +8,016 +1%
Stifel Financial
16
Stifel Financial
Missouri
$68.9M 644,730 +84,398 +15%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$61.1M 573,960 +482,969 +531%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$59.7M 558,679 +75,504 +16%
Axa
19
Axa
France
$59.6M 558,298 +91,900 +20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$58M 542,655 +45,745 +9%
HB
21
Homrich & Berg
Georgia
$52.8M 552,292 +72,316 +15%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$51.6M 482,677 +194,431 +67%
CCMG
23
Clark Capital Management Group
Pennsylvania
$51.2M 478,924 +441,497 +1,180%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$46.2M 432,562 +63,066 +17%
KeyBank National Association
25
KeyBank National Association
Ohio
$40.2M 376,763 -604 -0.2%