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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$225M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$106M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$50.1M
5
QA
Quantitative Advantage
Minnesota
+$45.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$60.8M
2
M&T Bank
M&T Bank
New York
-$23.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$21.9M
4
IA
IndexIQ Advisors
New York
-$15.3M
5
HI
Horizon Investments
North Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
351
Quadrant Capital Group
Ohio
$698K – – –
VC
352
Vicus Capital
Pennsylvania
$689K -$92.7K -2,708 -12%
JWBC
353
J.W. Burns & Co
New York
$688K -$6.84K -200 -1%
RMCM
354
Reynders McVeigh Capital Management
Massachusetts
$685K -$137K -4,000 -17%
BFO
355
Boston Family Office
Massachusetts
$675K +$675K +19,728 New
TWM
356
Torch Wealth Management
Ohio
$672K – – –
OCG
357
Opus Capital Group
Ohio
$665K +$13.5K +396 +2%
FWM
358
Focused Wealth Management
New York
$664K -$23K -672 -3%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$663K +$90.6K +2,636 +16%
CMP
360
Courage Miller Partners
Virginia
$662K -$5.75K -168 -0.9%
SG
361
StoneX Group
New York
$662K +$662K +19,360 New
Brown Advisory
362
Brown Advisory
Maryland
$651K -$547 -16 -0.1%
HCP
363
Holt Capital Partners
Texas
$644K -$8.21K -240 -1%
AI
364
Accredited Investors
Minnesota
$629K -$7.12K -208 -1%
MBT
365
Montecito Bank & Trust
California
$629K – – –
DY
366
Dowling & Yahnke
California
$625K -$6.16K -180 -1%
RW
367
REDW Wealth
New Mexico
$611K -$3.83K -112 -0.6%
FMBTD
368
First Midwest Bank Trust Division
Illinois
$610K +$312K +9,120 +105%
IIC
369
Integrated Investment Consultants
Michigan
$604K -$821 -24 -0.1%
BNP Paribas Financial Markets
370
BNP Paribas Financial Markets
France
$601K -$21.9M -639,164 -97%
MWM
371
Mission Wealth Management
California
$591K +$4.66K +136 +0.8%
WAM
372
Wallington Asset Management
Indiana
$588K – – –
SWA
373
SFMG Wealth Advisors
Texas
$581K – – –
I
374
IberiaBank
Louisiana
$581K +$83.8K +2,452 +17%
GMA
375
Goldstein Munger & Associates
California
$575K – – –
13 14
15
16 17