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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bailard
California
$3.55M -$114K -2,568 -3%
GG
227
GenWealth Group
New Jersey
$3.52M -$113K -2,544 -3%
SKK
228
Shepherd Kaplan Krochuk
Massachusetts
$3.5M +$2.28M +51,560 +187%
DBIA
229
Dumont & Blake Investment Advisors
New Jersey
$3.5M +$138K +3,108 +4%
GT
230
Glenmede Trust
Pennsylvania
$3.45M +$3.45M +77,812 New
CC
231
Centiva Capital
New York
$3.44M +$3.44M +77,620 New
BAAM
232
Baker Avenue Asset Management
California
$3.42M +$99.2K +2,240 +3%
BMCM
233
Bryn Mawr Capital Management
Pennsylvania
$3.41M +$507K +11,452 +17%
FHA
234
First Horizon Advisors
Tennessee
$3.41M -$131K -2,952 -4%
SQA
235
Simon Quick Advisors
New Jersey
$3.4M -$201K -4,528 -6%
GFPC
236
Global Financial Private Capital
Florida
$3.36M +$1.81M +40,768 +116%
MHS
237
M Holdings Securities
Oregon
$3.35M +$2.31M +52,224 +223%
TNB
238
Thomasville National Bank
Georgia
$3.32M +$52.1K +1,176 +2%
NA
239
Nottingham Advisors
New York
$3.27M -$525K -11,320 -14%
DA
240
DSC Advisors
Illinois
$3.2M +$3.2M +72,200 New
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$3.17M -$21.3K -480 -0.7%
Calamos Advisors
242
Calamos Advisors
Illinois
$3.17M +$679K +15,324 +27%
BPCE
243
Bank Pictet & Cie (Europe)
Germany
$3.16M – – –
NFG
244
Nations Financial Group
Iowa
$3.14M -$48.7K -1,100 -2%
SF
245
Synovus Financial
Georgia
$3.13M -$315K -7,116 -9%
BFG
246
Barber Financial Group
Kansas
$3.13M +$2.13M +48,124 +214%
AWM
247
Avior Wealth Management
Nebraska
$3.08M +$75.6K +1,708 +3%
CRC
248
Curi RMB Capital
Illinois
$3.06M +$698K +15,760 +30%
RJT
249
Raymond James Trust
Florida
$3.05M +$909K +20,516 +43%
CFB
250
Cullen/Frost Bankers
Texas
$3.03M +$20.6K +464 +0.7%
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