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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$6.16M +$3.93M +109,516 +176%
Northern Trust
152
Northern Trust
Illinois
$6.09M +$196K +5,460 +3%
NB
153
Nicolet Bankshares
Wisconsin
$6.02M -$71K -1,980 -1%
TRCT
154
Tower Research Capital (TRC)
New York
$6.02M +$3.92M +109,320 +187%
CWM
155
Cranbrook Wealth Management
Michigan
$6.01M -$78.5K -2,188 -1%
ST
156
Smithfield Trust
Pennsylvania
$6M -$528K -14,736 -8%
CFG
157
Citizens Financial Group
Rhode Island
$5.87M -$1.15K -32 -0%
CA
158
Clearstead Advisors
Ohio
$5.84M -$31.8K -888 -0.5%
VFA
159
Voya Financial Advisors
Connecticut
$5.82M -$2.72M -76,136 -32%
JIC
160
Johnson Investment Counsel
Ohio
$5.75M -$27.8K -776 -0.5%
AIM
161
Acropolis Investment Management
Missouri
$5.71M -$54.1K -1,508 -0.9%
APP
162
Avantax Planning Partners
Iowa
$5.62M -$1.22M -33,984 -18%
ABTD
163
Arvest Bank Trust Division
Oklahoma
$5.62M +$143K +3,984 +3%
FHC
164
First Heartland Consultants
Missouri
$5.57M +$66.8K +1,864 +1%
AIP
165
Ahrens Investment Partners
Louisiana
$5.5M -$76.2K -2,124 -1%
Creative Planning
166
Creative Planning
Kansas
$5.41M +$916K +25,536 +20%
EFSCE
167
Enterprise Financial Services Corp (EFSC)
Missouri
$5.35M -$165K -4,600 -3%
SHIM
168
Stone House Investment Management
Pennsylvania
$5.27M +$3.5M +97,528 +197%
LFAS
169
Level Four Advisory Services
Texas
$5.22M -$849K -23,688 -14%
DK
170
Darrell & King
Virginia
$5.17M -$115K -3,220 -2%
SFS
171
Sowell Financial Services
Arkansas
$5.15M -$246K -6,632 -5%
WP
172
WealthSource Partners
California
$5.13M +$750K +20,920 +17%
GWM
173
Geneos Wealth Management
Colorado
$5.1M +$807K +22,508 +19%
DWA
174
Dorsey Wright & Associates
California
$5.03M -$169K -4,720 -3%
FBA
175
Front Barnett Associates
Illinois
$4.98M +$21.4K +596 +0.4%
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