IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.58%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$308M
2
SIM
2
Scottrade Investment Management
Missouri
$134M
3
HI
3
Horizon Investments
North Carolina
$176M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$406M
5
Wells Fargo
5
Wells Fargo
California
$785M

Top Sellers

1
TT
1
Tiedemann Trust
Delaware
$44.2M
2
M&T Bank
2
M&T Bank
New York
$465M
3
VA
3
Valmark Advisers
Ohio
$408M
4
LI
4
LVZ Inc
Michigan
$0
5
ACM
5
Argentus Capital Management
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.13B 9,779,201 +193,081 +2%
Wells Fargo
2
Wells Fargo
California
$785M 6,780,433 +703,671 +12%
Bank of America
3
Bank of America
North Carolina
$611M 5,278,787 +684,870 +15%
M&T Bank
4
M&T Bank
New York
$465M 4,017,430 -599,414 -13%
UBS Group
5
UBS Group
Switzerland
$411M 3,551,653 +410,389 +13%
VA
6
Valmark Advisers
Ohio
$408M 3,581,463 -446,938 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$406M 3,504,833 +765,783 +28%
LPL Financial
8
LPL Financial
California
$308M 2,703,212 +1,722,487 +176%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$307M 2,654,700 -9,060 -0.3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$213M 1,840,496 +60,356 +3%
HI
11
Horizon Investments
North Carolina
$176M 1,519,124 +943,152 +164%
CM
12
Churchill Management
California
$137M 1,184,585 +466,308 +65%
SIM
13
Scottrade Investment Management
Missouri
$134M 1,152,974 +1,152,974 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$96.6M 833,835 -24,674 -3%
SMA
15
Simply Money Advisors
Ohio
$94.7M 818,141 -13,965 -2%
Stifel Financial
16
Stifel Financial
Missouri
$89.3M 771,483 +111,195 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$89.3M 770,820 +429,462 +126%
HB
18
Homrich & Berg
Georgia
$84.3M 728,105 +136,400 +23%
Axa
19
Axa
France
$80.3M 693,548 +5,950 +0.9%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$74.8M 645,760 +11,809 +2%
UCFA
21
United Capital Financial Advisors
Texas
$68.3M 589,389 +159,655 +37%
GC
22
Guggenheim Capital
Illinois
$67.1M 579,648 -3,719 -0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$63.5M 548,637 -18,725 -3%
TA
24
Tiedemann Advisors
New York
$62M 566,577 +526,295 +1,307%
KeyBank National Association
25
KeyBank National Association
Ohio
$61.3M 529,109 +38,022 +8%
1
2 3 4 5