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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
276
Mather Group
Illinois
$1.23M +$102K +3,096 +9%
KBFS
277
Kohmann Bosshard Financial Services
Ohio
$1.22M -$22.8K -692 -2%
Franklin Resources
278
Franklin Resources
California
$1.21M -$105K -3,200 -8%
FHC
279
First Heartland Consultants
Missouri
$1.21M -$188K -5,724 -13%
AWM
280
Avior Wealth Management
Nebraska
$1.2M -$13.9K -424 -1%
FPFS
281
First Personal Financial Services
North Carolina
$1.18M +$14.1K +428 +1%
FNBTCON
282
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M – – –
EPP
283
ETF Portfolio Partners
Kansas
$1.16M +$12.6K +384 +1%
CB
284
Commerce Bank
Missouri
$1.15M +$46K +1,400 +4%
AAP
285
Arax Advisory Partners
Colorado
$1.13M +$141K +4,276 +14%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$1.12M -$45.9K -1,396 -4%
NFG
287
Next Financial Group
Texas
$1.09M -$720K -21,468 -40%
Millennium Management
288
Millennium Management
New York
$1.08M +$347K +10,568 +47%
BHWM
289
Bar Harbor Wealth Management
New Hampshire
$1.06M -$119K -3,620 -10%
CCA
290
Clearwater Capital Advisors
Illinois
$1.03M +$1.03M +31,420 New
CTC
291
Central Trust Company
Missouri
$1.02M +$384K +11,668 +60%
CFB
292
Cullen/Frost Bankers
Texas
$1.02M -$7.63K -232 -0.7%
GS
293
Girard Securities
California
$1.02M +$675K +20,524 +199%
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
$1.01M -$2.53M -76,864 -71%
PMG
295
ProVise Management Group
Florida
$1.01M -$52.5K -1,596 -5%
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$1M -$217K -6,612 -18%
JFG
297
JMG Financial Group
Illinois
$998K +$81.7K +2,484 +9%
GRP
298
Global Retirement Partners
California
$996K +$520K +15,824 +109%
BOTW
299
Bank of the West
California
$987K +$209K +6,360 +27%
GCA
300
Guardian Capital Advisors
Ontario, Canada
$977K -$177K -5,400 -15%
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