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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 %
SFC
776
SYM Financial Corp
Indiana
$64K – – –
CHC
777
City Holding Co
West Virginia
$62K – – –
AssetMark Inc
778
AssetMark Inc
California
$59K -$19.8M -459,916 -100%
BBA
779
Braun-Bostich & Associates
Pennsylvania
$59K -$112K -2,608 -65%
OIA
780
Optimum Investment Advisors
Illinois
$53K -$3.48K -80 -6%
RFM
781
Royal Fund Management
Florida
$53K – – –
PFO
782
Pathstone Family Office
New Jersey
$53K +$53K +1,224 New
RE
783
RBC Europe
United Kingdom
$47.4K – – –
PAI
784
Pittenger & Anderson Inc
Nebraska
$45K – – –
IC
785
Inscription Capital
Texas
$45K – – –
BCI
786
Brinker Capital Investments
Pennsylvania
$44K -$689K -15,844 -94%
OFW
787
Omnia Family Wealth
Florida
$43K – – –
SFSIG
788
San Francisco Sentry Investment Group
California
$41K – – –
SBL
789
Sargent Bickham Lagudis
Colorado
$41K – – –
NSB
790
Norway Savings Bank
Maine
$40K – – –
GWMIA
791
Global Wealth Management Investment Advisory
Florida
$38K +$19.1K +440 +101%
PC
792
Permanens Capital
New York
$38K +$38K +888 New
APC
793
Aspire Private Capital
North Carolina
$36K -$71.7K -1,664 -67%
MA
794
MCF Advisors
Kentucky
$36K – – –
CAW
795
Cornerstone Advisors (Washington)
Washington
$35K +$35K +800 New
CG
796
Cutler Group
California
$34K +$34K +808 New
VCM
797
Vigilant Capital Management
Maine
$33K +$33K +760 New
BAMG
798
Brand Asset Management Group
Missouri
$32K – – –
MAM
799
Meeder Asset Management
Ohio
$31K – – –
RWA
800
Ropes Wealth Advisors
Massachusetts
$30K – – –
30 31
32
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