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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 %
BTS
51
BB&T Securities
Virginia
$31M +$11M +271,568 +55%
MIAN
52
Mariner Independent Advisor Network
Kansas
$29.5M -$27.4M -672,996 -48%
EWF
53
Epstein & White Financial
California
$28.6M +$28.6M +703,252 New
AIP
54
Ameritas Investment Partners
Nebraska
$28.1M -$6.07M -149,368 -18%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$27.5M -$1.62M -39,912 -6%
SVCP
56
Silicon Valley Capital Partners
California
$26.7M +$1.14M +27,016 +4%
DDPOM
57
Delta Dental Plan of Michigan
Michigan
$26.7M – – –
MCM
58
MV Capital Management
Maryland
$25.2M -$296K -7,292 -1%
MA
59
MUFG Americas
New York
$25.1M -$5.15M -126,632 -17%
FDCC
60
Foster Dykema Cabot & Co
Massachusetts
$24.8M +$5.9M +141,252 +31%
TPWA
61
TRUE Private Wealth Advisors
Oregon
$23.7M -$759K -18,616 -3%
NSIM
62
North Star Investment Management
Illinois
$23.1M +$281K +6,924 +1%
MBT
63
Monroe Bank & Trust
Michigan
$22.4M -$9.11K -224 -0%
KL
64
KWMG LLC
Kansas
$21.9M +$724K +17,804 +3%
CIM
65
Confluence Investment Management
Missouri
$21.8M +$1.73M +42,652 +9%
BF
66
BOK Financial
Oklahoma
$20M -$847K -20,828 -4%
Bessemer Group
67
Bessemer Group
New Jersey
$19.7M -$39K -960 -0.2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$19.6M +$1.99M +48,992 +11%
UB
69
UMB Bank
Missouri
$19.5M +$60.7K +1,492 +0.3%
EWMCB
70
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$19M -$265K -6,508 -1%
GT
71
Greenleaf Trust
Michigan
$19M -$129K -3,168 -0.7%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M -$343K -8,436 -2%
PA
73
Probity Advisors
Texas
$18.8M +$393K +9,672 +2%
FA
74
FCG Advisors
New Jersey
$18.5M +$1.34M +32,848 +8%
AI
75
Atria Investments
North Carolina
$18.4M -$4.19M -103,008 -19%
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