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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 %
PAMG
426
Patton Albertson Miller Group
Tennessee
$642K +$642K +15,784 New
FWM
427
Focused Wealth Management
New York
$636K -$37.6K -924 -6%
CCT
428
Capital City Trust
Florida
$636K – – –
FPFS
429
First Personal Financial Services
North Carolina
$634K +$53.2K +1,308 +9%
PFM
430
Parsec Financial Management
North Carolina
$633K -$33.5K -824 -5%
IB
431
Intrust Bank
Kansas
$632K -$8.13K -200 -1%
JWBC
432
J.W. Burns & Co
New York
$630K -$61K -1,500 -9%
RA
433
RFG Advisory
Alabama
$627K +$627K +15,412 New
RMCM
434
Reynders McVeigh Capital Management
Massachusetts
$620K -$63.4K -1,560 -9%
DY
435
Dowling & Yahnke
California
$615K -$28.5K -700 -4%
CAM
436
Concorde Asset Management
Michigan
$615K -$20K -492 -3%
NL
437
NWAM LLC
Washington
$614K -$221K -5,448 -27%
BCWM
438
Bartlett & Co Wealth Management
Ohio
$607K -$23.5K -576 -4%
BC
439
Bartlett & Co
Ohio
$605K -$23.4K -576 -4%
CAM
440
Cubic Asset Management
Massachusetts
$602K – – –
S
441
SignatureFD
Georgia
$596K +$459K +11,292 +335%
CMP
442
Courage Miller Partners
Virginia
$591K +$8.45K +208 +1%
SBH
443
Segall Bryant & Hamill
Illinois
$589K -$50.1K -1,232 -8%
JFG
444
JMG Financial Group
Illinois
$588K – – –
OC
445
Oakworth Capital
Alabama
$585K – – –
GFP
446
Gryphon Financial Partners
Ohio
$582K -$9.93K -244 -2%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$577K – – –
FC
448
Ferris Capital
Massachusetts
$576K – – –
GP
449
Girard Partners
Pennsylvania
$569K -$5.21K -128 -0.9%
MGIA
450
Matthew Goff Investment Advisor
Texas
$550K -$631K -21,120 -53%
16 17
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