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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Cornerstone Wealth Management
Missouri
$2.68M -$1.25M -20,396 -32%
AMG
277
Asset Management Group
Connecticut
$2.64M +$8.79K +204 +0.3%
RJT
278
Raymond James Trust
Florida
$2.64M -$336K -7,792 -11%
SKK
279
Shepherd Kaplan Krochuk
Massachusetts
$2.62M -$453K -10,524 -15%
TFF
280
The Family Firm
Maryland
$2.59M -$52.2K -1,212 -2%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$2.55M -$769K -17,844 -23%
UBG
282
United Bank (Georgia)
Georgia
$2.55M -$63.1K -1,464 -2%
BDF
283
Balasa Dinverno & Foltz
$2.53M – – –
WWM
284
Windsor Wealth Management
Indiana
$2.53M -$5.34K -124 -0.2%
WP
285
WMS Partners
Maryland
$2.51M -$149K -3,452 -6%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$2.5M +$2.5M +58,076 New
ABC
287
Associated Banc-Corp
Wisconsin
$2.47M +$447K +10,376 +22%
SWP
288
Stratos Wealth Partners
Ohio
$2.47M -$1.51M -34,936 -38%
DK
289
Darrell & King
Virginia
$2.43M -$9.48K -220 -0.4%
BEC
290
Blue Edge Capital
Virginia
$2.42M +$829K +19,244 +52%
AWP
291
Ascent Wealth Partners
New York
$2.4M -$805K -18,676 -25%
LBC
292
Lowe Brockenbrough & Co
Virginia
$2.38M +$880K +20,420 +59%
BPA
293
Beacon Pointe Advisors
California
$2.38M +$1.84M +42,672 +340%
CCM
294
CWH Capital Management
Washington
$2.38M +$377K +8,760 +19%
DPI
295
Diversified Portfolios Inc
Michigan
$2.38M -$54.3K -1,260 -2%
CAC
296
Certified Advisory Corp
Florida
$2.36M +$1.02M +23,680 +76%
TA
297
Townsend & Associates
Colorado
$2.34M +$118K +2,736 +5%
STMM
298
South Texas Money Management
Texas
$2.33M -$66.5K -1,544 -3%
IWM
299
IHT Wealth Management
Illinois
$2.29M +$39K +904 +2%
EB
300
Eastern Bank
Massachusetts
$2.29M -$416K -9,668 -15%
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