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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
551
Barrett Asset Management
New York
$104K – – –
TDC
552
Thompson Davis & Co
Virginia
$102K -$10.6K -296 -9%
TIM
553
Tortoise Investment Management
New York
$99K – – –
KF
554
Krilogy Financial
Missouri
$94K -$103K -2,888 -52%
WEC
555
Winslow Evans & Crocker
Massachusetts
$92.1K -$122K -3,416 -57%
WIM
556
Westside Investment Management
California
$88.3K – – –
FBT
557
First Bank & Trust
South Dakota
$88K – – –
PMFA
558
Plante Moran Financial Advisors
Michigan
$87K – – –
CTB
559
Country Trust Bank
Illinois
$87K – – –
CG
560
Cutler Group
California
$86K -$143K -4,000 -63%
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$83K – – –
BCI
562
Brinker Capital Investments
Pennsylvania
$82K +$8.3K +232 +11%
HDIM
563
Hanson & Doremus Investment Management
Vermont
$77K – – –
GAM
564
Gemmer Asset Management
California
$65K +$286 +8 +0.4%
PAI
565
Pittenger & Anderson Inc
Nebraska
$63K – – –
AIA
566
Armor Investment Advisors
North Carolina
$60K – – –
RFM
567
Royal Fund Management
Florida
$58K +$58K +1,640 New
RFA
568
Reilly Financial Advisors
California
$57K – – –
BWM
569
Baystate Wealth Management
Massachusetts
$54K – – –
CHC
570
City Holding Co
West Virginia
$51K – – –
AOWM
571
Alpha Omega Wealth Management
Virginia
$48K +$48K +1,352 New
MFW
572
Mosaic Family Wealth
Missouri
$47K – – –
TC
573
Trust Company
Kansas
$47K +$47K +1,320 New
MWM
574
MinichMacGregor Wealth Management
New York
$46K – – –
SA
575
SRH Advisors
Kansas
$44K +$44K +1,216 New
21 22
23
24 25