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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
576
Smart Portfolios LLC
Washington
$243K +$243K +6,260 New
GW
577
GW & Wade
Massachusetts
$243K +$243K +6,264 New
PCA
578
Peddock Capital Advisors
Massachusetts
$241K -$14.1K -364 -6%
WJA
579
Williams Jones & Associates
New York
$240K -$27.9K -720 -10%
PL
580
Parthenon LLC
Kentucky
$236K – – –
RG
581
Rikoon Group
New Mexico
$236K +$31.4K +832 +15%
SFG
582
SNS Financial Group
Minnesota
$234K -$138K -3,548 -37%
CIA
583
Capital Investment Advisors
Georgia
$234K -$19.5K -504 -8%
Barclays
584
Barclays
United Kingdom
$234K +$70.2K +1,808 +43%
AC
585
Abbrea Capital
California
$233K -$15.5K -400 -6%
LJAC
586
L.J. Altfest & Co
New York
$233K – – –
TAM
587
Tocqueville Asset Management
New York
$233K – – –
GIA
588
Guyasuta Investment Advisors
Pennsylvania
$230K – – –
SFSIG
589
San Francisco Sentry Investment Group
California
$226K -$3.1K -80 -1%
LNC
590
Lincoln National Corp
Pennsylvania
$225K -$713K -18,348 -76%
CF
591
Centaurus Financial
California
$223K -$120K -3,104 -35%
PA
592
Pinnacle Associates
New York
$223K – – –
MI
593
Moneywise Inc
Virginia
$222K -$15.1K -388 -6%
RW
594
Rand Wealth
Maryland
$217K – – –
FNBOO
595
First National Bank of Omaha
Nebraska
$215K -$85.1K -2,200 -28%
JGIA
596
Jackson Grant Investment Advisers
Connecticut
$215K +$622 +16 +0.3%
CTA
597
Colonial Trust Advisors
South Carolina
$215K +$215K +5,556 New
RVPG
598
Relative Value Partners Group
$213K -$61.6K -1,592 -22%
BFPW
599
BOK Financial Private Wealth
Colorado
$207K – – –
GC
600
Grimes & Company
Massachusetts
$206K +$206K +5,312 New
22 23
24
25 26