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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 %
CT
576
Cambridge Trust
Massachusetts
$414K -$13.1K -304 -3%
DBRC
577
D.B. Root & Company
Pennsylvania
$412K -$131K -3,044 -24%
CANC
578
Culbertson A N & Co
Virginia
$411K – – –
FRA
579
Front Row Advisors
California
$406K -$65.3K -1,516 -14%
SXL
580
Summit X LLC
Missouri
$405K -$2.25M -52,328 -85%
VHAM
581
Van Hulzen Asset Management
California
$405K – – –
LWM
582
Lenox Wealth Management
Ohio
$403K -$6.55K -152 -2%
CCB
583
Cutter & Co Brokerage
Missouri
$398K -$20K -464 -5%
WSTAM
584
Wilbanks Smith & Thomas Asset Management
Virginia
$396K – – –
MWM
585
Modera Wealth Management
New Jersey
$395K – – –
PCA
586
Personal Capital Advisors
California
$395K +$159K +3,692 +67%
OCG
587
Opus Capital Group
Ohio
$394K – – –
GIA
588
Gladstone Institutional Advisory
Florida
$391K -$30.5K -708 -7%
WTB
589
Washington Trust Bank
Washington
$390K -$50K -1,160 -11%
EWM
590
Empirical Wealth Management
Washington
$390K – – –
AIM
591
Axiom Investment Management
New York
$390K +$390K +9,056 New
WCM
592
Wealthcare Capital Management
Virginia
$389K – – –
MCM
593
Murphy Capital Management
New Jersey
$387K -$47.1K -1,096 -11%
VC
594
Vicus Capital
Pennsylvania
$387K +$30.5K +708 +9%
WEC
595
Winslow Evans & Crocker
Massachusetts
$386K +$275K +6,376 +248%
HCM
596
Hollencrest Capital Management
California
$385K – – –
CFS
597
CRA Financial Services
New Jersey
$383K +$5.18K +120 +1%
CA
598
Claro Advisors
Massachusetts
$382K +$49.9K +1,160 +15%
AC
599
Alexandria Capital
Virginia
$381K -$77.3K -1,792 -17%
FNBOSM
600
First National Bank of South Miami
Florida
$381K -$8.45K -196 -2%
22 23
24
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