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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
401
Accredited Investors
Minnesota
$743K -$1.4K -36 -0.2%
SPIA
402
Strategic Point Investment Advisors
Rhode Island
$724K -$27.9K -720 -4%
HCP
403
Holt Capital Partners
Texas
$717K – – –
DBRC
404
D.B. Root & Company
Pennsylvania
$712K +$712K +18,376 New
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$709K -$19.1K -504 -3%
EAM
406
Evanson Asset Management
California
$706K +$155 +4 +0%
FCI
407
Financial Counselors Inc
Kansas
$695K -$41.9K -1,080 -6%
OCG
408
Opus Capital Group
Ohio
$695K – – –
KIG
409
Kessler Investment Group
Indiana
$689K -$96.4K -2,488 -12%
PAS
410
Partnervest Advisory Services
California
$679K -$148K -3,804 -18%
MBT
411
Montecito Bank & Trust
California
$674K -$38.8K -1,000 -5%
WAM
412
Wolverine Asset Management
Illinois
$669K -$119K -3,080 -15%
WAM
413
Wallington Asset Management
Indiana
$667K – – –
JWBC
414
J.W. Burns & Co
New York
$659K – – –
SWA
415
SFMG Wealth Advisors
Texas
$659K – – –
TNBTD
416
Trustmark National Bank Trust Department
Mississippi
$655K -$110K -2,828 -14%
IIC
417
Integrated Investment Consultants
Michigan
$654K +$654K +16,864 New
RMCM
418
Reynders McVeigh Capital Management
Massachusetts
$652K -$62.1K -1,600 -9%
GMA
419
Goldstein Munger & Associates
California
$651K – – –
SWM
420
SeaCrest Wealth Management
New York
$645K +$465 +12 +0.1%
NFG
421
NewFocus Financial Group
Washington
$645K +$36.5K +940 +6%
FWM
422
Focused Wealth Management
New York
$642K -$89.2K -2,300 -12%
PFM
423
Parsec Financial Management
North Carolina
$635K -$5.74K -148 -0.9%
VFA
424
Valeo Financial Advisors
Indiana
$626K -$40.3K -1,040 -6%
Brown Advisory
425
Brown Advisory
Maryland
$626K -$21.3K -548 -3%
15 16
17
18 19