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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
526
Chevy Chase Trust
Maryland
$406K +$25K +564 +7%
OCG
527
Opus Capital Group
Ohio
$405K -$390K -8,800 -49%
WCM
528
Wealthcare Capital Management
Virginia
$403K – – –
EWM
529
Empirical Wealth Management
Washington
$401K – – –
VHAM
530
Van Hulzen Asset Management
California
$401K – – –
PCIA
531
Prime Capital Investment Advisors
Kansas
$396K +$1.77K +40 +0.4%
BSB
532
Bangor Savings Bank
Maine
$395K – – –
JWM
533
JGP Wealth Management
Oregon
$392K +$158K +3,552 +68%
HCM
534
Hollencrest Capital Management
California
$385K – – –
TA
535
Trellis Advisors
Washington
$384K – – –
HCM
536
Hudson Capital Management
New Jersey
$378K -$21.9K -2,456 -5%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$378K -$22.1K -500 -6%
LPC
538
Loeb Partners Corp
New York
$372K -$11.2M -253,300 -97%
Neuberger Berman Group
539
Neuberger Berman Group
New York
$367K +$30.3K +684 +9%
CWM
540
Connecticut Wealth Management
Connecticut
$366K – – –
FDS
541
Freedom Day Solutions
Texas
$365K +$4.25K +96 +1%
MMHP
542
Murphy Middleton Hinkle & Parker
Georgia
$361K +$46.6K +1,052 +15%
AC
543
Addison Capital
Pennsylvania
$360K – – –
CTA
544
Chesley Taft & Associates
Illinois
$359K – – –
SFG
545
SNS Financial Group
Minnesota
$356K +$354 +8 +0.1%
BFG
546
Beacon Financial Group
Texas
$354K -$66.4K -1,500 -16%
HSBC Holdings
547
HSBC Holdings
United Kingdom
$354K – – –
FPIS
548
Financial Planning & Information Services
Wisconsin
$353K – – –
FANJ
549
Financial Architects (New Jersey)
New Jersey
$352K -$7.27K -164 -2%
RFWA
550
RPg Family Wealth Advisory
Massachusetts
$350K – – –
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