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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 %
OAJ
826
Ogorek Anthony Joseph
New York
$14K – – –
First Manhattan
827
First Manhattan
New York
$13K – – –
NWA
828
New World Advisors
Massachusetts
$13K +$13K +308 New
TCOV
829
Trust Company of Vermont
Vermont
$10K – – –
FFW
830
Fusion Family Wealth
New York
$9K – – –
CFN
831
Cordasco Financial Network
Florida
$9K – – –
DWM
832
Destination Wealth Management
California
$8K – – –
BBHC
833
Brown Brothers Harriman & Co
New York
$8K +$8K +180 New
TL
834
TrueWealth LLC
Georgia
$7K – – –
MIM
835
Macroview Investment Management
Maryland
$7K – – –
ATC
836
Adirondack Trust Company
New York
$6K – – –
RIA
837
RPG Investment Advisory
California
$6K – – –
CF
838
Centaurus Financial
California
$5.8K +$580 +400 +11%
HS
839
Horan Securities
United States
$5K – – –
LDFR
840
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
EWM
841
Endurance Wealth Management
Rhode Island
$4K – – –
IAS
842
INR Advisory Services
Pennsylvania
$4K – – –
GT
843
Glenmede Trust
Pennsylvania
$3.86K -$15 -348 -0.4%
GI
844
Gradient Investments
Minnesota
$3K – – –
IWMA
845
Ironwood Wealth Management (Arizona)
Arizona
$2K – – –
PCMK
846
Paragon Capital Management (Kansas)
Kansas
$2K +$2K +36 New
CB
847
CNB Bank
Pennsylvania
$2K +$2K +60 New
CHP
848
Cable Hill Partners
Oregon
$1K – – –
WWM
849
Willingdon Wealth Management
North Carolina
$1K +$1K +32 New
Koshinski Asset Management
850
Koshinski Asset Management
Illinois
$647 +$26 +600 +4%
32 33
34
35 36