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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
326
Clarfeld Financial Advisors
New York
$1.66M +$1.66M +43,964 New
WAG
327
Winthrop Advisory Group
Massachusetts
$1.65M -$24.4K -648 -1%
SFA
328
Sequoia Financial Advisors
Ohio
$1.65M -$15.7K -416 -0.9%
CI
329
Conning Inc
Connecticut
$1.63M – – –
GFPC
330
Global Financial Private Capital
Florida
$1.63M -$1.23M -32,552 -43%
PSUF
331
People's United Financial
Connecticut
$1.63M +$38.9K +1,032 +2%
FCA
332
FinTrust Capital Advisors
South Carolina
$1.63M +$1.63M +43,188 New
DE
333
Day & Ennis
Georgia
$1.62M +$28.5K +756 +2%
RFO
334
RiverGlades Family Offices
Florida
$1.62M +$1.62M +43,080 New
SRSA
335
S.R. Schill & Associates
Washington
$1.58M -$445K -11,804 -22%
CIC
336
Carnegie Investment Counsel
Ohio
$1.57M -$686K -18,220 -30%
Deutsche Bank
337
Deutsche Bank
Germany
$1.56M +$852K +22,636 +120%
KA
338
Kovack Advisors
Florida
$1.55M -$33.1K -880 -2%
IP
339
Investment Partners
Ohio
$1.55M -$39K -1,036 -2%
Invesco
340
Invesco
Georgia
$1.54M -$986K -26,188 -39%
EWM
341
Evercore Wealth Management
New York
$1.53M -$2.71K -72 -0.2%
TF
342
Trek Financial
Arizona
$1.52M +$1.52M +40,248 New
I
343
IberiaBank
Louisiana
$1.51M -$99.8K -2,648 -6%
HCM
344
Highbridge Capital Management
New York
$1.51M +$1.51M +40,000 New
YWP
345
YorkBridge Wealth Partners
New York
$1.48M -$5.12K -136 -0.3%
Franklin Resources
346
Franklin Resources
California
$1.47M +$512K +13,600 +54%
Cetera Investment Advisers
347
Cetera Investment Advisers
Illinois
$1.46M -$141K -3,732 -9%
BOS
348
Bank of Stockton
California
$1.45M +$1.02M +27,060 +236%
DCM
349
Dimension Capital Management
Florida
$1.44M – – –
GPWA
350
Great Point Wealth Advisors
Massachusetts
$1.44M +$1.44M +38,212 New
12 13
14
15 16