IVW icon

iShares S&P 500 Growth ETF

704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.

Holders
704
Holders Change
+86
Holders Change %
+13.92%
% of All Funds
15.99%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.86%
New
119
Increased
190
Reduced
250
Closed
27
Calls
$3.96M
Puts
$2.03M
Net Calls
+$1.93M
Net Calls Change
-$1.53M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.56B 10,202,372 -559,020 -5%
Wells Fargo
2
Wells Fargo
California
$1.14B 7,453,233 +48,987 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.11B 7,288,361 -870,210 -11%
Bank of America
4
Bank of America
North Carolina
$808M 5,286,204 +151,765 +3%
UBS Group
5
UBS Group
Switzerland
$530M 3,467,925 -254,963 -7%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$472M 3,092,802 +30,097 +1%
M&T Bank
7
M&T Bank
New York
$360M 2,358,129 -66,671 -3%
VA
8
Valmark Advisers
Ohio
$338M 2,209,612 -1,107,227 -33%
LPL Financial
9
LPL Financial
California
$269M 1,761,969 +72,661 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$269M 1,761,830 -14,160 -0.8%
CM
11
Churchill Management
California
$260M 1,699,072 +80,624 +5%
Ameriprise
12
Ameriprise
Minnesota
$249M 1,633,568 +64,326 +4%
Stifel Financial
13
Stifel Financial
Missouri
$232M 1,518,886 +111,857 +8%
BlackRock
14
BlackRock
New York
$209M 1,367,003 +164,715 +14%
Goldman Sachs
15
Goldman Sachs
New York
$172M 1,127,929 +148,247 +15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$155M 1,016,419 -36,205 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$126M 822,107 +48,498 +6%
HB
18
Homrich & Berg
Georgia
$117M 762,949 +10,764 +1%
Axa
19
Axa
France
$114M 745,948 +70,800 +10%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$107M 701,248 +33,662 +5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$104M 678,102 -359,573 -35%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$96.7M 633,146 -64,338 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$88.1M 576,759 +20,383 +4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$83.5M 546,815 +400,602 +274%
RJA
25
Raymond James & Associates
Florida
$82.9M 542,921 +35,747 +7%