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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.

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
1
LPL Financial
California
$329M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$37.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$54.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.2M
5
AG
5
Advisor Group
Arizona
$81.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M
2
VA
2
Valmark Advisers
Ohio
$208M
3
Wells Fargo
3
Wells Fargo
California
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51B
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPPLM
726
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K 28 +7 +33%
MYIA
727
Mount Yale Investment Advisors
Colorado
$4K 28 +28 New
GI
728
Gradient Investments
Minnesota
$3K 19 – –
EWM
729
Endurance Wealth Management
Rhode Island
$3K 22 – –
HR
730
Howe & Rusling
New York
$2K 10 – –
CFG
731
CKW Financial Group
Hawaii
$1K 5 – –
CHP
732
Cable Hill Partners
Oregon
$1K 4 – –
AFNAS
733
American Financial Network Advisory Services
California
$874 24 -6,593 -100%
IH
734
IFC Holdings
Florida
– – -319,517 Closed
SI
735
SII Investments
Wisconsin
– – -138,899 Closed
FTS
736
Fifth Third Securities
Ohio
– – -59,645 Closed
TSS
737
Two Sigma Securities
New York
– – -45,489 Closed
PCMC
738
Paragon Capital Management (Colorado)
Colorado
– – -29,277 Closed
Citadel Advisors
739
Citadel Advisors
Florida
– – -24,625 Closed
BFG
740
Barber Financial Group
Kansas
– – -22,182 Closed
HCM
741
Howard Capital Management
Georgia
– – -12,447 Closed
CF
742
Copperwynd Financial
Arizona
– – -12,323 Closed
FIM
743
Freedom Investment Management
Connecticut
– – -11,562 Closed
JIP
744
Jaffetilchin Investment Partners
Florida
– – -10,388 Closed
ZIC
745
ZWJ Investment Counsel
Georgia
– – -8,000 Closed
SCA
746
Spearhead Capital Advisors
Florida
– – -3,668 Closed
BL
747
Balentine LLC
Georgia
– – -2,029 Closed
DWM
748
Darwin Wealth Management
Florida
– – -1,889 Closed
YU
749
Yale University
Connecticut
– – -1,672 Closed
VWM
750
Valley Wealth Managers
New Jersey
– – -1,643 Closed
27 28 29
30
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