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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 %
MCIA
601
Mountain Capital Investment Advisors
Colorado
$14K – – –
VCM
602
Versant Capital Management
Arizona
$14K – – –
IWMA
603
Ironwood Wealth Management (Arizona)
Arizona
$13K +$13K +372 New
First Manhattan
604
First Manhattan
New York
$11K – – –
ADL
605
Asset Dedication LLC
California
$7K – – –
PC
606
Premise Capital
Illinois
$7K – – –
MIM
607
Macroview Investment Management
Maryland
$6K – – –
HI
608
Hudock Inc
Pennsylvania
$5K -$522K -15,864 -99%
RIA
609
RPG Investment Advisory
California
$5K – – –
BWL
610
Bogart Wealth LLC
Virginia
$5K +$5K +144 New
ATC
611
Adirondack Trust Company
New York
$4K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$4K +$4K +100 New
GBBWRPM
613
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K – – –
EWM
614
Endurance Wealth Management
Rhode Island
$3K – – –
CFG
615
CKW Financial Group
Hawaii
$1K -$4.4K -88 -81%
CHP
616
Cable Hill Partners
Oregon
$1K – – –
HR
617
Howe & Rusling
New York
$1K – – –
CG
618
Corundum Group
Colorado
$248 – – –
HI
619
Horizon Investments
North Carolina
– -$193M -5,684,664 Closed
FFS
620
Founders Financial Securities
Maryland
– -$17.6M -513,788 Closed
PAS
621
Park Avenue Securities
New York
– -$12.2M -357,440 Closed
GWA
622
Guidant Wealth Advisors
Illinois
– -$4.73M -137,636 Closed
FTIOP
623
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$4.51M -131,912 Closed
SPWA
624
SteelBridge Private Wealth Advisors
Florida
– -$2.03M -59,200 Closed
BG
625
Bahl & Gaynor
Ohio
– -$1.94M -56,652 Closed
23 24
25
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