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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 %
AIC
151
Ameritas Investment Company
Nebraska
$8.49M +$8.49M +197,036 New
TRCT
152
Tower Research Capital (TRC)
New York
$8.45M +$8.44M +195,872 +84,428%
CFG
153
Citizens Financial Group
Rhode Island
$8.31M +$1.8M +41,756 +28%
SCIM
154
Spring Creek Investment Management
Pennsylvania
$8.11M – – –
PWS
155
Paragon Wealth Strategies
Florida
$8.03M -$7.93M -183,952 -50%
F
156
F3Logic
Minnesota
$7.85M +$6.75M +156,424 +612%
PAG
157
Private Advisory Group
Washington
$7.85M – – –
AWM
158
AE Wealth Management
Kansas
$7.83M +$3.68M +85,432 +89%
KM
159
Kalos Management
Georgia
$7.6M -$1.33M -30,800 -15%
MA
160
Mutual Advisors
Nebraska
$7.54M -$73.8K -1,712 -1%
USAA
161
United Services Automobile Association
Texas
$7.44M -$176K -4,080 -2%
WP
162
WealthPLAN Partners
Nebraska
$7.43M -$211K -4,840 -3%
VFA
163
Voya Financial Advisors
Connecticut
$7.38M +$3.19M +74,608 +76%
PFG
164
Pacific Financial Group
Washington
$7.35M +$11K +256 +0.2%
CS
165
Credit Suisse
Switzerland
$7.34M +$432K +10,020 +6%
SAM
166
Securian Asset Management
Minnesota
$7.29M +$2.76M +64,000 +61%
ASN
167
Advisory Services Network
Georgia
$7.08M -$3.91M -90,804 -36%
APP
168
Avantax Planning Partners
Iowa
$6.95M -$144K -3,340 -2%
IWA
169
Independence Wealth Advisors
Virginia
$6.73M +$37.4K +868 +0.6%
NB
170
Nicolet Bankshares
Wisconsin
$6.68M -$467K -10,840 -7%
LIA
171
LBMC Investment Advisors
Tennessee
$6.61M -$480K -11,132 -7%
AIM
172
Acropolis Investment Management
Missouri
$6.58M -$114K -2,644 -2%
SCG
173
Sonata Capital Group
Washington
$6.57M -$193K -4,468 -3%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$6.46M -$5.3M -119,624 Closed
BFM
175
Broadview Financial Management
Wisconsin
$6.44M +$398K +9,244 +7%
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