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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 %
WA
626
WBH Advisory
Maryland
$212K – – –
GC
627
Grimes & Company
Massachusetts
$212K +$212K +4,780 New
PL
628
Plancorp LLC
Missouri
$211K +$211K +4,764 New
AT
629
Arden Trust
Delaware
$209K -$30.9K -696 -13%
CAMG
630
CWA Asset Management Group
Florida
$208K +$208K +4,700 New
AC
631
Alexandria Capital
Virginia
$207K +$207K +4,664 New
LSA
632
L & S Advisors
California
$206K -$235K -5,296 -53%
CA
633
CapWealth Advisors
Tennessee
$205K +$205K +4,632 New
GAM
634
Gemmer Asset Management
California
$201K -$3.72K -84 -2%
NCM
635
Noesis Capital Mangement
Florida
$200K +$200K +4,524 New
CCM
636
Cribstone Capital Management
Maine
$198K -$3.54K -80 -2%
SC
637
Sawyer & Company
Massachusetts
$195K – – –
IP
638
Intellectus Partners
California
$189K – – –
Barclays
639
Barclays
United Kingdom
$186K -$10.3K -232 -5%
MFT
640
Moisand Fitzgerald Tamayo
Florida
$184K – – –
CB
641
Community Bank
New York
$181K +$161K +3,640 +827%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K – – –
GTAM
643
Global Trust Asset Management
Florida
$173K -$1.77K -40 -1%
BBA
644
Braun-Bostich & Associates
Pennsylvania
$173K +$39.9K +904 +30%
RPG
645
Risk Paradigm Group
Texas
$168K – – –
BWA
646
Burt Wealth Advisors
Maryland
$164K – – –
TFS
647
TrustCore Financial Services
Tennessee
$163K -$40.8K -920 -20%
CCM
648
Covington Capital Management
California
$159K – – –
IFA
649
Interactive Financial Advisors
Illinois
$152K -$708 -16 -0.5%
WA
650
WealthTrust-Arizona
Arizona
$149K +$149K +3,356 New
24 25
26
27 28