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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 %
CC
301
Cadinha & Co
Hawaii
$2.25M -$168K -3,904 -7%
ACP
302
Arcus Capital Partners
Georgia
$2.25M -$237K -5,492 -10%
CAI
303
Capital Advisors Inc
Oklahoma
$2.24M -$8M -185,540 -78%
BA
304
Bristlecone Advisors
Washington
$2.23M -$19.3K -448 -0.9%
PCM
305
Perritt Capital Management
Illinois
$2.18M -$25K -580 -1%
SHA
306
Seneca House Advisors
Virginia
$2.16M +$29.5K +684 +1%
AI
307
Atria Investments
North Carolina
$2.13M -$8.07M -187,176 -79%
BCWM
308
Blue Chip Wealth Management
Florida
$2.11M -$64.3K -1,492 -3%
IF
309
Ironwood Financial
Arizona
$2.11M -$14.5K -336 -0.7%
CCA
310
Clearwater Capital Advisors
Illinois
$2.1M -$182K -4,220 -8%
BAC
311
Boys Arnold & Co
North Carolina
$2.1M +$6.89K +160 +0.3%
HCM
312
Hudson Capital Management
New Jersey
$2.07M -$22K -524 -1%
MAFM
313
Mid Atlantic Financial Management
Pennsylvania
$2.06M -$491K -11,392 -19%
UBS AM
314
UBS AM
Illinois
$2.05M -$165K -3,824 -7%
SCI
315
S&CO Inc
Massachusetts
$2.05M – – –
EPP
316
ETF Portfolio Partners
Kansas
$2.02M +$381K +8,844 +23%
DC
317
Davenport & Co
Virginia
$2.01M -$213K -4,940 -10%
SG
318
StoneX Group
New York
$1.99M +$68.1K +1,580 +4%
EK
319
Evensky & Katz
Florida
$1.97M +$689 +16 +0%
AA
320
Advisory Alpha
Michigan
$1.97M +$463K +10,604 +31%
FMBTD
321
First Midwest Bank Trust Division
Illinois
$1.96M -$6.71M -155,660 -77%
SFS
322
Sowell Financial Services
Arkansas
$1.95M +$509K +11,824 +35%
CF
323
Corrigan Financial
Rhode Island
$1.95M -$99.1K -2,300 -5%
OPA
324
Old Port Advisors
Maine
$1.94M -$14.7K -340 -0.7%
WAG
325
Winthrop Advisory Group
Massachusetts
$1.9M +$521 +12 +0%
11 12
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