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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
People's United Financial
Connecticut
+$72.9M
2
CWM
Connecticut Wealth Management
Connecticut
+$30.2M
3
PIM
Parker Investment Management
California
+$21.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$77.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$41.3M
4
Morgan Stanley
Morgan Stanley
New York
-$37.6M
5
Wells Fargo
Wells Fargo
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWM
626
Sunflower Bank Wealth Management
Arizona
$359K – – –
BFG
627
Beacon Financial Group
Texas
$358K – – –
FA
628
Fiducient Advisors
Illinois
$357K -$4.13K -92 -1%
MFG
629
Magnus Financial Group
New York
$353K +$716 +16 +0.2%
WCG
630
Weaver Consulting Group
California
$352K – – –
WI
631
Wintrust Investments
Illinois
$351K +$351K +7,836 New
BCWM
632
Bartlett & Co Wealth Management
Ohio
$350K -$13.4K -300 -4%
BC
633
Bartlett & Co
Ohio
$350K -$13.4K -300 -4%
BSB
634
Bangor Savings Bank
Maine
$347K – – –
CGA
635
Crescent Grove Advisors
Illinois
$342K +$54K +1,204 +19%
WEC
636
Winslow Evans & Crocker
Massachusetts
$340K -$63.9K -1,416 -16%
DWM
637
Darwin Wealth Management
Florida
$339K – – –
MCM
638
Murphy Capital Management
New Jersey
$336K -$67.2K -1,500 -17%
CB
639
Chemical Bank
Michigan
$335K – – –
SBSB
640
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K – – –
BW
641
Bison Wealth
Georgia
$327K +$100K +2,232 +44%
MCM
642
Mengis Capital Management
Oregon
$326K – – –
RIA
643
Realta Investment Advisors
Delaware
$326K +$134K +2,992 +70%
OIA
644
OneDigital Investment Advisors
Kansas
$326K +$297K +6,636 +1,043%
MM
645
Meridian Management
Arkansas
$323K – – –
RCA
646
Rex Capital Advisors
Rhode Island
$321K – – –
TWM
647
Torch Wealth Management
Ohio
$319K -$359 -8 -0.1%
AP
648
Advisor Partners
California
$315K – – –
LB
649
Legacy Bridge
Iowa
$313K – – –
HCM
650
Harvey Capital Management
Florida
$313K – – –
24 25
26
27 28