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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
701
Peak Capital Management
Colorado
$28K – – –
ML
702
McAdam LLC
Pennsylvania
$27K +$17.1K +420 +172%
AIM
703
Anchor Investment Management
South Carolina
$26.7K – – –
AOWM
704
Alpha Omega Wealth Management
Virginia
$26K – – –
SFG
705
SevenBridge Financial Group
Pennsylvania
$22K – – –
WB
706
Webster Bank
Connecticut
$22K – – –
AF
707
Allworth Financial
California
$22K +$22K +532 New
TDC
708
Thompson Davis & Co
Virginia
$21K – – –
ME
709
McIlrath & Eck
Washington
$21K – – –
EDRH
710
Edmond de Rothschild Holding
Switzerland
$20K – – –
RWP
711
RWA Wealth Partners
Massachusetts
$19K – – –
GI
712
Gradient Investments
Minnesota
$19K +$15.8K +380 +500%
CB
713
Community Bank
New York
$18K -$3.27K -80 -15%
SAM
714
Shamrock Asset Management
Texas
$18K – – –
LFA
715
Legacy Financial Advisors
Kentucky
$17K – – –
FFW
716
Fusion Family Wealth
New York
$16K -$20.1K -492 -56%
LWS
717
Lucia Wealth Services
California
$16K – – –
AF
718
Arrow Financial
New York
$16K – – –
NPP
719
New Potomac Partners
Maryland
$16K – – –
VCM
720
Versant Capital Management
Arizona
$16K – – –
TFA
721
Toth Financial Advisory
Virginia
$15K – – –
AC
722
Avestar Capital
New York
$15K – – –
DWM
723
Destination Wealth Management
California
$15K +$8.14K +204 +119%
LGWM
724
Litman Gregory Wealth Management
California
$13K +$13K +320 New
OAJ
725
Ogorek Anthony Joseph
New York
$13K +$13K +328 New
27 28
29
30 31