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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 %
RW
601
Rand Wealth
Maryland
$248K -$4.26K -96 -2%
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$246K +$709 +16 +0.3%
RG
603
Rikoon Group
New Mexico
$241K +$707 +16 +0.3%
CTA
604
Colonial Trust Advisors
South Carolina
$240K -$40.6K -916 -14%
TIM
605
Tortoise Investment Management
New York
$239K – – –
SFP
606
Shepherd Financial Partners
Massachusetts
$238K – – –
BCI
607
Brinker Capital Investments
Pennsylvania
$238K +$186K +4,192 +358%
PAM
608
Palisade Asset Management
Minnesota
$237K – – –
ALIONA
609
Allianz Life Insurance of North America
Minnesota
$236K +$3.73K +84 +2%
BFPW
610
BOK Financial Private Wealth
Colorado
$235K -$1.77K -40 -0.7%
RBC
611
Roble Belko & Company
Pennsylvania
$235K – – –
LRIA
612
Leonard Rickey Investment Advisors
Washington
$235K – – –
LBC
613
Lowe Brockenbrough & Co
Virginia
$235K +$235K +5,308 New
AL
614
Aspiriant LLC
California
$234K – – –
KF
615
Krilogy Financial
Missouri
$231K +$231K +5,220 New
CBB
616
Citizens Business Bank
California
$230K – – –
DWM
617
Darwin Wealth Management
Florida
$230K +$230K +5,176 New
CWM
618
Confluence Wealth Management
Oregon
$229K – – –
OFG
619
OmniStar Financial Group
North Carolina
$227K -$1.42K -32 -0.6%
LWA
620
Lowe Wealth Advisors
Maryland
$222K – – –
MFW
621
Mosaic Family Wealth
Missouri
$221K -$11.4K -280 -5%
WA1
622
Wimmer Associates 1
California
$221K – – –
OIA
623
OneDigital Investment Advisors
Kansas
$219K +$25K +564 +13%
CAM
624
Covenant Asset Management
New Jersey
$215K +$215K +4,848 New
GKWIM
625
Gerber Kawasaki Wealth & Investment Management
California
$215K +$215K +4,852 New
23 24
25
26 27