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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Waverly Advisors
Alabama
$1.01M +$177 +4 +0%
A
377
AdvicePeriod
California
$1.01M +$1.01M +22,712 New
TCM
378
Tradition Capital Management
New Jersey
$1.01M +$38.8K +876 +4%
ACM
379
Azimuth Capital Management
Michigan
$1M +$1.77K +40 +0.2%
CFGS
380
Concourse Financial Group Securities
Alabama
$995K +$995K +22,404 New
BOTW
381
Bank of the West
California
$987K +$49.6K +1,120 +5%
CPIA
382
Cornell Pochily Investment Advisors
New York
$985K +$57.9K +1,308 +6%
VFA
383
Valeo Financial Advisors
Indiana
$962K – – –
AA
384
Advisory Alpha
Michigan
$961K +$53.2K +1,336 +6%
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$944K -$117K -2,640 -11%
AAP
386
Arax Advisory Partners
Colorado
$931K -$94.9K -2,144 -9%
BP
387
Ballentine Partners
Massachusetts
$927K +$516K +11,660 +126%
LNC
388
Lincoln National Corp
Pennsylvania
$925K +$617K +13,936 +200%
WAM
389
Wolverine Asset Management
Illinois
$922K +$134K +3,032 +17%
VIA
390
Vantage Investment Advisors
Pennsylvania
$921K -$120K -2,716 -12%
DSC
391
Duncker Streett & Co
Missouri
$918K +$1.06K +24 +0.1%
FPS
392
Fieldpoint Private Securities
Connecticut
$912K – – –
MWP
393
MYCIO Wealth Partners
Pennsylvania
$901K +$190K +4,292 +27%
NFG
394
NewFocus Financial Group
Washington
$897K +$68.4K +1,544 +8%
CA
395
Cornerstone Advisory
Maryland
$896K +$92.9K +2,096 +12%
SIA
396
Starfire Investment Advisers
Michigan
$890K -$4.25K -96 -0.5%
FA
397
Fiducient Advisors
Illinois
$880K -$92.8K -2,096 -10%
HCMNY
398
Howard Capital Management (New York)
New York
$879K -$46.1K -1,040 -5%
KP
399
Keel Point
Alabama
$878K +$878K +19,824 New
BFO
400
Boston Family Office
Massachusetts
$874K – – –
14 15
16
17 18