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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
701
Shamrock Asset Management
Texas
$18K -$29.7K -720 -62%
RWP
702
RWA Wealth Partners
Massachusetts
$18K +$18K +460 New
NPP
703
New Potomac Partners
Maryland
$16K – – –
AF
704
Arrow Financial
New York
$16K – – –
LWS
705
Lucia Wealth Services
California
$16K +$16K +400 New
VCM
706
Versant Capital Management
Arizona
$15K – – –
LFA
707
Legacy Financial Advisors
Kentucky
$15K +$15K +400 New
TFA
708
Toth Financial Advisory
Virginia
$14K – – –
AC
709
Avestar Capital
New York
$14K – – –
First Manhattan
710
First Manhattan
New York
$12K – – –
SP
711
SWS Partners
Ohio
$11K – – –
ML
712
McAdam LLC
Pennsylvania
$9K +$9K +244 New
ADL
713
Asset Dedication LLC
California
$8K – – –
GI
714
GS Investments
Minnesota
$7.75K – – –
KCPG
715
Kavar Capital Partners Group
Kansas
$7K +$7K +176 New
PS
716
Portfolio Solutions
Michigan
$6K – – –
MIM
717
Macroview Investment Management
Maryland
$6K – – –
CBT
718
Central Bank & Trust
Kentucky
$5K -$37.6K -1,052 -88%
ATC
719
Adirondack Trust Company
New York
$5K – – –
RIA
720
RPG Investment Advisory
California
$5K – – –
CIM
721
Contravisory Investment Management
Massachusetts
$5K +$5K +136 New
DWM
722
Destination Wealth Management
California
$5K +$5K +172 New
TI
723
Truepoint Inc
Ohio
$4.4K -$23.9K -14,852 -84%
KTC
724
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
HI
725
Hudock Inc
Pennsylvania
$4K – – –
27 28
29
30 31