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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 %
AI
451
Accredited Investors
Minnesota
$818K +$4.66K +108 +0.6%
IIC
452
Integrated Investment Consultants
Michigan
$816K +$1.03K +24 +0.1%
NEPWA
453
New England Private Wealth Advisors
Massachusetts
$816K +$2.07K +48 +0.3%
HCMNY
454
Howard Capital Management (New York)
New York
$812K -$12.9K -300 -2%
NFG
455
NewFocus Financial Group
Washington
$810K +$51.9K +1,204 +7%
FWM
456
Frontier Wealth Management
Missouri
$801K -$97K -2,252 -11%
MA
457
MONECO Advisors
Connecticut
$796K +$3.1K +72 +0.4%
BP
458
Ballentine Partners
Massachusetts
$791K -$4.14K -96 -0.5%
HCP
459
Holt Capital Partners
Texas
$787K – – –
WCF
460
West Coast Financial
California
$775K +$533K +12,376 +221%
BOPW
461
Brandywine Oak Private Wealth
Pennsylvania
$766K +$3.79K +88 +0.5%
KPCM
462
Kings Point Capital Management
New York
$759K – – –
KIG
463
Kessler Investment Group
Indiana
$757K -$18.6K -432 -2%
CFGS
464
Concourse Financial Group Securities
Alabama
$754K -$19.8K -460 -3%
HCC
465
Hirtle Callaghan & Co
Pennsylvania
$752K – – –
JFA
466
JNBA Financial Advisors
Minnesota
$748K -$46.2K -1,072 -6%
DAS
467
Dynamic Advisor Solutions
Arizona
$741K -$104K -2,420 -12%
WAM
468
Wallington Asset Management
Indiana
$741K – – –
SWA
469
SFMG Wealth Advisors
Texas
$732K – – –
SWM
470
SeaCrest Wealth Management
New York
$730K +$11.6K +268 +2%
GMA
471
Goldstein Munger & Associates
California
$724K – – –
BOTW
472
Bank of the West
California
$713K +$28.8K +668 +4%
OWD
473
Osborn Williams & Donohoe
Ohio
$712K +$11.9K +272 +2%
TC
474
TAP Consulting
Missouri
$704K +$704K +16,340 New
CA
475
Cornerstone Advisory
Maryland
$700K -$163K -3,776 -19%
17 18
19
20 21