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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
401
Strategic Wealth Partners
Ohio
$736K +$665K +16,360 +940%
ATFA
402
All Terrain Financial Advisors
Minnesota
$730K -$48.8K -1,200 -6%
OCG
403
Opus Capital Group
Ohio
$729K – – –
WAM
404
Wolverine Asset Management
Illinois
$723K +$21.9K +540 +3%
FCI
405
Financial Counselors Inc
Kansas
$720K -$9.11K -224 -1%
KPCM
406
Kings Point Capital Management
New York
$716K -$310K -7,636 -30%
TNBTD
407
Trustmark National Bank Trust Department
Mississippi
$713K +$25.7K +632 +4%
MBT
408
Montecito Bank & Trust
California
$707K – – –
FNB
409
Farmers National Bank
Kentucky
$699K -$29.3K -72 -4%
WAM
410
Wallington Asset Management
Indiana
$699K – – –
TI
411
Truepoint Inc
Ohio
$694K +$583K +14,348 +526%
SWA
412
SFMG Wealth Advisors
Texas
$691K – – –
RIA
413
Regal Investment Advisors
Michigan
$688K -$323K -7,948 -32%
GMA
414
Goldstein Munger & Associates
California
$683K – – –
SWM
415
SeaCrest Wealth Management
New York
$676K – – –
MWM
416
Mission Wealth Management
California
$666K -$129K -3,160 -16%
IIC
417
Integrated Investment Consultants
Michigan
$666K -$20K -492 -3%
PAS
418
Partnervest Advisory Services
California
$664K -$47.8K -1,176 -7%
NCM
419
Neumann Capital Management
California
$660K +$34.1K +840 +5%
Lazard Asset Management
420
Lazard Asset Management
New York
$655K – – –
PFA
421
Pathway Financial Advisors
Vermont
$653K -$2.44K -60 -0.4%
MWP
422
MYCIO Wealth Partners
Pennsylvania
$652K +$59K +1,452 +10%
OWD
423
Osborn Williams & Donohoe
Ohio
$650K – – –
RW
424
REDW Wealth
New Mexico
$649K – – –
HCM
425
HMS Capital Management
Tennessee
$642K – – –
15 16
17
18 19