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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 %
PAG
501
Pinnacle Advisory Group
Maryland
$400K -$103K -2,544 -21%
GEA
502
Glen Eagle Advisors
New Jersey
$398K +$48.1K +1,184 +14%
BS
503
Boenning & Scattergood
Pennsylvania
$397K +$397K +9,772 New
NWP
504
Northstar Wealth Partners
Connecticut
$395K -$18.5K -456 -4%
PGA
505
Premia Global Advisors
Florida
$394K -$2.18M -53,988 -85%
SWM
506
Stockman Wealth Management
Montana
$390K – – –
CANC
507
Culbertson A N & Co
Virginia
$388K – – –
PA
508
Pinnacle Associates
New York
$388K +$154K +3,800 +66%
BFG
509
Beacon Financial Group
Texas
$386K – – –
WSTAM
510
Wilbanks Smith & Thomas Asset Management
Virginia
$385K -$2.76K -68 -0.7%
CW
511
Cobiz Wealth
Colorado
$382K +$30.7K +756 +9%
LWM
512
Lenox Wealth Management
Ohio
$381K – – –
BP
513
Ballentine Partners
Massachusetts
$377K +$3.9K +96 +1%
CAG
514
Csenge Advisory Group
Florida
$375K -$796K -19,580 -68%
WCM
515
Wealthcare Capital Management
Virginia
$370K +$2.12K +52 +0.6%
WB
516
WesBanco Bank
West Virginia
$369K -$105K -2,576 -22%
VHAM
517
Van Hulzen Asset Management
California
$368K -$9.12K -224 -2%
EWM
518
Empirical Wealth Management
Washington
$368K – – –
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$368K +$90.8K +2,232 +33%
HCM
520
Hollencrest Capital Management
California
$364K – – –
WSFS
521
Wilmington Savings Fund Society
Delaware
$362K -$168K -4,124 -32%
BSB
522
Bangor Savings Bank
Maine
$362K – – –
PCIA
523
Prime Capital Investment Advisors
Kansas
$362K +$281K +6,900 +345%
TA
524
Trellis Advisors
Washington
$352K -$8.93K -220 -2%
BAM
525
Belpointe Asset Management
Nevada
$352K +$352K +8,652 New
19 20
21
22 23