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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
401
Evanson Asset Management
California
$1.08M +$345 +8 +0%
PPA
402
Parametric Portfolio Associates
Washington
$1.08M -$523K -12,140 -33%
VFA
403
Valeo Financial Advisors
Indiana
$1.08M – – –
PA
404
Parallel Advisors
California
$1.07M +$547K +12,684 +104%
BJL
405
Brighton Jones LLC
Washington
$1.05M +$10.2K +236 +1%
HTC
406
Haverford Trust Company
Pennsylvania
$1.05M +$33.6K +780 +3%
DWM
407
Dakota Wealth Management
Florida
$1.04M +$1.04M +24,220 New
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$1.04M +$1.04M +24,160 New
BEI
409
Benjamin Edwards Inc
Missouri
$1.03M +$1.03M +23,892 New
AF
410
Alerus Financial
North Dakota
$1.03M – – –
WANY
411
Wealthspire Advisors (New York)
New York
$1.03M +$43.1K +1,000 +4%
HIM
412
Hotaling Investment Management
Pennsylvania
$1.03M -$12.9K -300 -1%
PAS
413
Partnervest Advisory Services
California
$1.02M -$247K -5,736 -20%
MBT
414
Montecito Bank & Trust
California
$1.02M +$26.9K +624 +3%
FA
415
FDx Advisors
Illinois
$1.02M +$1.02M +23,628 New
W
416
Wealthquest
Ohio
$1.01M +$48.4K +1,124 +5%
TIM
417
Total Investment Management
Arizona
$1.01M -$29.5K -688 -3%
TCM
418
Tradition Capital Management
New Jersey
$1M +$7.41K +172 +0.7%
TYCC
419
Texas Yale Capital Corp
Florida
$1M +$500K +11,600 +100%
WIA
420
Wealthstreet Investment Advisors
Texas
$996K +$5.17K +120 +0.5%
NFC
421
Northeast Financial Consultants
Connecticut
$991K +$991K +23,000 New
IB
422
Intrust Bank
Kansas
$979K -$205K -4,764 -17%
JF
423
JSF Financial
California
$977K -$290K -6,732 -23%
GFPC
424
Global Financial Private Capital
Florida
$976K -$886K -20,560 -48%
FNT
425
First National Trust
Pennsylvania
$952K +$58.1K +1,348 +6%
15 16
17
18 19