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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
701
Dana Investment Advisors
Wisconsin
$227K +$227K +5,268 New
GLA
702
Good Life Advisors
Pennsylvania
$226K -$57.5K -1,332 -20%
FI
703
FormulaFolio Investments
Michigan
$226K +$226K +5,240 New
Prudential Financial
704
Prudential Financial
New Jersey
$225K -$437K -10,148 -66%
IF
705
IRON Financial
Illinois
$225K +$225K +5,212 New
KF
706
Krilogy Financial
Missouri
$224K -$6.21K -144 -3%
BPCE
707
Bank Pictet & Cie (Europe)
Germany
$224K +$224K +5,200 New
CBB
708
Citizens Business Bank
California
$224K +$224K +5,200 New
MI
709
Moneywise Inc
Virginia
$222K -$6.06K -156 -3%
EFL
710
ERn Financial LLC
Wisconsin
$222K +$222K +5,064 New
FVWA
711
Foster Victor Wealth Advisors
South Carolina
$221K +$221K +5,128 New
CIM
712
Cambria Investment Management
California
$220K +$220K +5,104 New
BW
713
Bison Wealth
Georgia
$218K +$218K +5,056 New
GPA
714
Garrison Point Advisors
California
$215K +$215K +5,000 New
WA1
715
Wimmer Associates 1
California
$215K +$215K +5,000 New
GGI
716
Godsey & Gibb Inc
Virginia
$214K +$214K +4,972 New
NAS
717
Nicolet Advisory Services
Wisconsin
$210K +$210K +4,864 New
LGWM
718
Litman Gregory Wealth Management
California
$209K – – –
CAM
719
Covenant Asset Management
New Jersey
$209K – – –
CPSAC
720
Chas P. Smith & Associates (CPS)
Florida
$208K +$208K +4,828 New
PL
721
Plancorp LLC
Missouri
$208K +$208K +4,828 New
RVPG
722
Relative Value Partners Group
$207K +$207K +4,804 New
BFA
723
Beaumont Financial Advisors
Massachusetts
$206K +$206K +4,768 New
KPW
724
Kore Private Wealth
New York
$205K +$166K +3,844 +423%
CAMG
725
CWA Asset Management Group
Florida
$203K +$203K +4,700 New
27 28
29
30 31