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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
176
Capital Advisors Ltd
Ohio
$4.96M +$73.2K +1,888 +1%
G
177
Gainplan
Michigan
$4.93M +$4.93M +127,268 New
SEIA
178
Signature Estate & Investment Advisors
California
$4.77M -$165K -4,268 -3%
LA
179
Leonetti & Associates
Illinois
$4.61M -$254K -6,544 -5%
FBA
180
Front Barnett Associates
Illinois
$4.59M +$73K +1,884 +2%
SNT
181
Security National Trust
West Virginia
$4.55M -$26.4K -680 -0.6%
APP
182
Avantax Planning Partners
Iowa
$4.5M -$107K -2,760 -2%
NFG
183
Next Financial Group
Texas
$4.47M +$3.27M +84,320 +272%
ASN
184
Advisory Services Network
Georgia
$4.44M +$1.75M +45,064 +65%
Invesco
185
Invesco
Georgia
$4.35M -$277K -7,156 -6%
FIG
186
FundX Investment Group
California
$4.34M +$4.34M +112,000 New
PBO
187
Peoples Bank (Ohio)
Ohio
$4.29M -$113K -2,904 -3%
CA
188
Clearstead Advisors
Ohio
$4.26M -$2.05M -52,960 -33%
AIP
189
Ahrens Investment Partners
Louisiana
$4.1M -$1.47M -37,904 -26%
TF
190
TIAA FSB
Florida
$4.09M -$89.9K -2,320 -2%
APA
191
American Portfolios Advisors
New York
$4.09M +$1.97M +50,848 +93%
RWMH
192
Riverpoint Wealth Management Holdings
Illinois
$4.08M +$170K +4,384 +4%
BCM
193
Brookstone Capital Management
Illinois
$4M +$519K +13,392 +15%
CAN
194
Cetera Advisor Networks
California
$4M -$298K -7,660 -7%
BCM
195
Barometer Capital Management
Ontario, Canada
$3.99M +$3.99M +102,800 New
WIA
196
Wealthstreet Investment Advisors
Texas
$3.9M -$98.6K -2,544 -2%
FHC
197
First Heartland Consultants
Missouri
$3.87M -$2.03M -52,284 -34%
CA
198
Cetera Advisors
Colorado
$3.83M -$112K -2,896 -3%
CAL
199
Capital Analysts LLC
Pennsylvania
$3.8M -$125K -3,220 -3%
CCP
200
Corient Capital Partners
California
$3.77M -$7.75K -200 -0.2%
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