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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 %
VC
326
Vicus Capital
Pennsylvania
$751K +$239K +7,268 +47%
KA
327
Kovack Advisors
Florida
$751K +$451K +13,708 +150%
FCI
328
Financial Counselors Inc
Kansas
$748K -$22.4K -680 -3%
TIM
329
Total Investment Management
Arizona
$739K +$13.5K +412 +2%
PFM
330
Parsec Financial Management
North Carolina
$736K +$8.02K +244 +1%
TD Asset Management
331
TD Asset Management
Ontario, Canada
$736K +$40.8K +1,240 +6%
FMC
332
First Merchants Corp
Indiana
$732K +$732K +22,252 New
FPS
333
Fieldpoint Private Securities
Connecticut
$710K +$710K +21,600 New
MHS
334
M Holdings Securities
Oregon
$675K -$9.61K -292 -1%
KIG
335
Kessler Investment Group
Indiana
$672K -$9.73K -296 -1%
QCG
336
Quadrant Capital Group
Ohio
$672K – – –
PC
337
Premise Capital
Illinois
$668K -$3.29M -99,508 -83%
JWBC
338
J.W. Burns & Co
New York
$668K -$9.87K -300 -1%
FWM
339
Focused Wealth Management
New York
$660K -$168K -5,096 -20%
TWM
340
Torch Wealth Management
Ohio
$646K +$6.57K +200 +1%
CMP
341
Courage Miller Partners
Virginia
$641K -$1.69M -51,540 -73%
PAS
342
Partnervest Advisory Services
California
$631K -$300K -9,116 -32%
HCP
343
Holt Capital Partners
Texas
$627K -$26.3K -800 -4%
Brown Advisory
344
Brown Advisory
Maryland
$626K -$6.05K -184 -1%
OCG
345
Opus Capital Group
Ohio
$626K – – –
WA
346
Waverly Advisors
Alabama
$625K +$625K +19,012 New
EWM
347
Empirical Wealth Management
Washington
$619K -$39.5K -1,200 -6%
BFM
348
Boston Financial Management
Massachusetts
$617K -$33K -1,004 -5%
DE
349
Day & Ennis
Georgia
$614K -$55K -1,672 -8%
AI
350
Accredited Investors
Minnesota
$611K +$6.83K +208 +1%
12 13
14
15 16