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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 %
SPC
51
Sigma Planning Corp
Michigan
$36M +$3.8M +88,144 +12%
LI
52
LVZ Inc
Michigan
$34.8M -$9.3M -215,724 -21%
KFA
53
Kays Financial Advisory
Georgia
$32.4M +$10.9M +253,256 +51%
SVCP
54
Silicon Valley Capital Partners
California
$28.2M +$781K +18,128 +3%
NSIM
55
North Star Investment Management
Illinois
$27.8M -$6.38K -148 -0%
PI
56
PHH Investments
Texas
$27.2M +$192K +4,452 +0.7%
HighTower Advisors
57
HighTower Advisors
Illinois
$26.9M -$1.59M -36,972 -6%
RCIM
58
Red Cedar Investment Management
Michigan
$26.9M -$39.7K -900 -0.1%
PAG
59
Private Advisor Group
New Jersey
$26.3M -$4.75M -110,328 -15%
KL
60
KWMG LLC
Kansas
$26.2M +$1.88M +43,604 +8%
FDCC
61
Foster Dykema Cabot & Co
Massachusetts
$26.1M +$341K +7,912 +1%
AIP
62
Ameritas Investment Partners
Nebraska
$24.7M +$485K +11,252 +2%
NFG
63
Noven Financial Group
Colorado
$24.6M +$24.6M +569,840 New
GT
64
Greenleaf Trust
Michigan
$24.5M +$2.64M +61,324 +12%
SEI Investments
65
SEI Investments
Pennsylvania
$24.5M -$499K -11,576 -2%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$22.5M +$21.7M +504,436 +2,892%
MCM
67
MV Capital Management
Maryland
$22.5M -$3.12M -72,408 -12%
MBT
68
Monroe Bank & Trust
Michigan
$22.4M -$1.04M -24,240 -4%
FA
69
FCG Advisors
New Jersey
$21.4M +$474K +11,004 +2%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.9M -$8.09M -187,784 -28%
WIA
71
World Investment Advisors
California
$20.8M +$20.4M +474,276 +5,212%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$20.8M -$18.4M -426,652 -47%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$20.6M -$11.3M -263,300 -36%
UB
74
UMB Bank
Missouri
$20.5M -$323K -7,492 -2%
EWMCB
75
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$20.4M +$443K +10,276 +2%
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