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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$884M
2
SIM
Scottrade Investment Management
Missouri
$345M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
Wells Fargo
California
$930M

Top Sellers

1
CS
Credit Suisse
Switzerland
$14.6M
2
HI
Horizon Investments
North Carolina
$199M
3
GC
Guggenheim Capital
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$624M
5
BOH
Bank of Hawaii
Hawaii
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
126
Transform Wealth
Colorado
$6.81M +$444K +13,496 +7%
ST
127
Smithfield Trust
Pennsylvania
$6.74M -$139K -4,224 -2%
TFCP
128
Twin Focus Capital Partners
Massachusetts
$6.68M -$432K -13,144 -6%
SCG
129
Sonata Capital Group
Washington
$6.54M -$164K -5,000 -2%
FTS
130
Fifth Third Securities
Ohio
$6.49M +$1.25M +38,056 +24%
SB
131
Suntrust Banks
Georgia
$6.42M +$557K +16,956 +10%
APP
132
Avantax Planning Partners
Iowa
$6.25M -$247K -7,500 -4%
CG
133
Colony Group
Massachusetts
$6.03M -$223K -6,796 -4%
TAIM
134
TD Ameritrade Investment Management
Nebraska
$6M +$463K +14,072 +8%
USAA
135
United Services Automobile Association
Texas
$5.97M – – –
DADC
136
D.A. Davidson & Co
Montana
$5.95M +$452K +13,744 +8%
ANB
137
Amarillo National Bank
Texas
$5.95M +$17K +516 +0.3%
PL
138
Polianta Ltd
Jersey
$5.91M +$5.91M +179,600 New
WAM
139
Wolverine Asset Management
Illinois
$5.81M +$5.49M +166,868 +1,723%
MCM
140
MAI Capital Management
Ohio
$5.62M +$59.1K +1,796 +1%
CWM
141
Cranbrook Wealth Management
Michigan
$5.59M -$98.6K -3,000 -2%
SAM
142
Securian Asset Management
Minnesota
$5.59M -$1.26M -38,400 -18%
NB
143
Nicolet Bankshares
Wisconsin
$5.58M -$108K -3,272 -2%
LFAS
144
Level Four Advisory Services
Texas
$5.56M +$357K +10,872 +7%
DK
145
Darrell & King
Virginia
$5.54M -$582K -17,700 -10%
HFS
146
HL Financial Services
Kentucky
$5.44M +$4.1M +124,664 +306%
GWA
147
Guidant Wealth Advisors
Illinois
$5.4M -$1.29M -39,388 -19%
CA
148
Clearstead Advisors
Ohio
$5.38M -$164K -5,000 -3%
CFG
149
Citizens Financial Group
Rhode Island
$5.37M -$209K -6,360 -4%
CBU
150
CIBC Bank USA
Illinois
$5.36M -$199K -6,060 -4%
4 5
6
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