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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 %
SNT
176
Security National Trust
West Virginia
$3.9M +$395K +12,000 +11%
NPC
177
National Planning Corporation
California
$3.89M +$1.33M +40,532 +52%
FAAS
178
First Allied Advisory Services
California
$3.84M +$686K +20,660 +22%
PP
179
Prudential plc
United Kingdom
$3.78M – – –
B
180
Bailard
California
$3.76M -$189K -5,748 -5%
FNBT
181
FineMark National Bank & Trust
Florida
$3.63M +$24.9K +756 +0.7%
CAL
182
Capital Advisors Ltd
Ohio
$3.6M +$47.2K +1,436 +1%
Creative Planning
183
Creative Planning
Kansas
$3.53M -$130K -3,956 -4%
CAL
184
Capital Analysts LLC
Pennsylvania
$3.51M -$24.5M -743,812 -87%
SRSA
185
S.R. Schill & Associates
Washington
$3.5M +$28.7K +872 +0.8%
GA
186
Geneva Advisors
Illinois
$3.49M +$694K +21,116 +25%
William Blair & Company
187
William Blair & Company
Illinois
$3.44M -$636K -19,500 -16%
CCP
188
Corient Capital Partners
California
$3.42M -$26K -792 -0.8%
TWMH
189
Tiedemann Wealth Management Holdings
New York
$3.36M -$52.9K -1,608 -2%
GLRA
190
Gerald L. Ray & Associates
Texas
$3.33M -$163K -4,952 -5%
FHA
191
First Horizon Advisors
Tennessee
$3.26M +$116K +3,524 +4%
OC
192
Oppenheimer & Co
New York
$3.23M -$144K -4,392 -4%
Invesco
193
Invesco
Georgia
$3.2M +$427K +12,988 +15%
SS
194
Sunbelt Securities
Texas
$3.18M -$43.5K -1,324 -1%
NAM
195
NTV Asset Management
West Virginia
$3.15M -$1.32K -40 -0%
CAN
196
Cetera Advisor Networks
California
$3.13M +$176K +5,336 +6%
BCM
197
Brookstone Capital Management
Illinois
$3.13M -$10.3M -314,332 -77%
UBG
198
United Bank (Georgia)
Georgia
$3.09M -$247K -7,516 -7%
CC
199
Cadinha & Co
Hawaii
$2.98M -$29.2K -888 -1%
TCT
200
TIAA CREF Trust
Missouri
$2.95M -$277K -8,412 -9%
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