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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 %
PFA
426
Pathway Financial Advisors
Vermont
$625K – – –
Lazard Asset Management
427
Lazard Asset Management
New York
$624K – – –
OWD
428
Osborn Williams & Donohoe
Ohio
$620K -$39.4K -1,016 -6%
RW
429
REDW Wealth
New Mexico
$618K -$40.4K -1,044 -6%
FWM
430
Frontier Wealth Management
Missouri
$615K +$397K +10,240 +182%
DY
431
Dowling & Yahnke
California
$614K -$14.7K -380 -2%
HCM
432
HMS Capital Management
Tennessee
$613K +$613K +15,800 New
IB
433
Intrust Bank
Kansas
$611K -$931 -24 -0.2%
SBH
434
Segall Bryant & Hamill
Illinois
$609K +$187K +4,832 +44%
CAM
435
Concorde Asset Management
Michigan
$608K +$117K +3,016 +24%
CCT
436
Capital City Trust
Florida
$606K – – –
DA
437
DSC Advisors
Illinois
$605K +$605K +15,600 New
BC
438
Bartlett & Co
Ohio
$600K -$1.12M -28,948 -65%
VC
439
Vicus Capital
Pennsylvania
$600K +$105K +2,716 +21%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$600K +$600K +15,468 New
NCM
441
Neumann Capital Management
California
$597K -$15.5K -400 -3%
CAM
442
Cubic Asset Management
Massachusetts
$574K – – –
MWP
443
MYCIO Wealth Partners
Pennsylvania
$565K +$1.24K +32 +0.2%
GFP
444
Gryphon Financial Partners
Ohio
$564K – – –
JFG
445
JMG Financial Group
Illinois
$561K – – –
EFS
446
Essex Financial Services
Connecticut
$560K +$560K +14,452 New
OC
447
Oakworth Capital
Alabama
$559K -$48.3K -1,244 -8%
CT
448
Cambridge Trust
Massachusetts
$557K -$31K -800 -5%
NDSI
449
Newman Dignan & Sheerar Inc
Rhode Island
$556K -$32.7K -840 -6%
CMP
450
Courage Miller Partners
Virginia
$555K -$92K -2,376 -14%
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