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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$3.17M -$848K -20,832 -21%
SF
227
Synovus Financial
Georgia
$3.17M -$80.8K -1,988 -2%
Millennium Management
228
Millennium Management
New York
$3.13M +$649K +15,952 +26%
DBIA
229
Dumont & Blake Investment Advisors
New Jersey
$3.08M +$149K +3,676 +5%
BAAM
230
Baker Avenue Asset Management
California
$3.05M +$2.44K +60 +0.1%
TNB
231
Thomasville National Bank
Georgia
$3M -$69K -1,696 -2%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$2.93M -$31.7K -780 -1%
NFG
233
Nations Financial Group
Iowa
$2.93M +$721K +17,732 +33%
BPCE
234
Bank Pictet & Cie (Europe)
Germany
$2.9M – – –
CBU
235
CIBC Bank USA
Illinois
$2.89M -$248K -6,100 -8%
NAM
236
NTV Asset Management
West Virginia
$2.88M -$20.5K -504 -0.7%
SCM
237
Stordahl Capital Management
Colorado
$2.86M -$113K -2,776 -4%
LF
238
Lee Financial
Texas
$2.86M -$22.8K -560 -0.8%
CCA
239
Clearwater Capital Advisors
Illinois
$2.79M -$19.5K -480 -0.7%
CFB
240
Cullen/Frost Bankers
Texas
$2.77M +$120K +2,960 +5%
AWM
241
Avior Wealth Management
Nebraska
$2.76M +$34.2K +840 +1%
IWM
242
IHT Wealth Management
Illinois
$2.75M +$9.92K +244 +0.4%
AllianceBernstein
243
AllianceBernstein
Tennessee
$2.74M -$125K -3,076 -4%
BWA
244
BDO Wealth Advisors
Florida
$2.73M +$1.06M +26,156 +64%
First Trust Advisors
245
First Trust Advisors
Illinois
$2.69M -$90.2K -2,220 -3%
Two Sigma Advisers
246
Two Sigma Advisers
New York
$2.68M +$2.36M +58,000 +725%
CC
247
Cadinha & Co
Hawaii
$2.68M -$113K -2,788 -4%
CCM
248
Colorado Capital Management
Colorado
$2.68M -$42.6K -1,048 -2%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$2.67M +$206K +5,056 +8%
UBG
250
United Bank (Georgia)
Georgia
$2.65M -$169K -4,160 -6%
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