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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 %
PB
726
Pinnacle Bancorp
Nebraska
$202K +$53K +1,228 +36%
AL
727
Aspiriant LLC
California
$202K +$202K +4,680 New
FIB
728
First Interstate Bank
Montana
$196K – – –
SC
729
Sawyer & Company
Massachusetts
$189K – – –
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$184K – – –
LWA
731
Lenox Wealth Advisors
New York
$183K – – –
RIA
732
Realta Investment Advisors
Delaware
$183K +$183K +4,292 New
Barclays
733
Barclays
United Kingdom
$181K – – –
TFS
734
TrustCore Financial Services
Tennessee
$181K +$181K +4,212 New
MFT
735
Moisand Fitzgerald Tamayo
Florida
$177K – – –
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K – – –
CCM
737
Cribstone Capital Management
Maine
$162K -$17.3K -400 -10%
FNB
738
Farmers National Bank
Kentucky
$160K +$160K +3,708 New
CCM
739
Covington Capital Management
California
$155K – – –
CAM
740
Cresset Asset Management
Illinois
$155K +$58K +1,344 +60%
GSWM
741
Golden State Wealth Management
California
$155K +$155K +3,588 New
IFA
742
Interactive Financial Advisors
Illinois
$138K -$9.15K -212 -6%
QAM
743
QCI Asset Management
New York
$138K – – –
IP
744
Intellectus Partners
California
$138K +$138K +3,204 New
WCM
745
WealthBridge Capital Management
Ohio
$134K -$11.4K -260 -8%
SIAS
746
Shine Investment Advisory Services
Colorado
$133K +$346 +8 +0.3%
DBT
747
Dubuque Bank & Trust
Iowa
$128K – – –
AIM
748
Advantage Investment Management
Iowa
$125K -$25.6K -592 -17%
SWP
749
Strategic Wealth Partners
Ohio
$121K -$4.53K -104 -4%
WTC
750
WhitTier Trust Company
Nevada
$117K – – –
28 29
30
31 32