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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
176
Enterprise Financial Services Corp (EFSC)
Missouri
$5.36M -$288K -7,084 -5%
JFA
177
Johanson Financial Advisors
California
$5.31M -$88.5K -2,176 -2%
LFAS
178
Level Four Advisory Services
Texas
$5.22M -$86K -2,116 -2%
CAL
179
Capital Advisors Ltd
Ohio
$5.19M -$6.99K -172 -0.1%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$5.1M -$135K -3,320 -3%
SFS
181
Sowell Financial Services
Arkansas
$5.06M -$760K -17,832 -13%
VFA
182
Voya Financial Advisors
Connecticut
$4.81M -$1.27M -31,340 -21%
FMW
183
Farr Miller & Washington
District of Columbia
$4.8M +$1.01M +24,800 +27%
FBA
184
Front Barnett Associates
Illinois
$4.74M -$73.2K -1,800 -2%
APP
185
Avantax Planning Partners
Iowa
$4.68M -$39K -960 -0.8%
FHC
186
First Heartland Consultants
Missouri
$4.68M +$618K +15,208 +15%
PBO
187
Peoples Bank (Ohio)
Ohio
$4.62M +$121K +2,976 +3%
SNT
188
Security National Trust
West Virginia
$4.62M -$150K -3,680 -3%
BCM
189
Brookstone Capital Management
Illinois
$4.57M +$370K +9,108 +9%
AIG
190
American International Group
New York
$4.57M +$797K +19,604 +21%
FIG
191
FundX Investment Group
California
$4.55M – – –
LA
192
Leonetti & Associates
Illinois
$4.49M -$345K -8,476 -7%
NB
193
Northwest Bancshares
Pennsylvania
$4.42M -$2.23M -54,796 -34%
RWMH
194
Riverpoint Wealth Management Holdings
Illinois
$4.35M +$63.7K +1,568 +1%
CA
195
Clearstead Advisors
Ohio
$4.33M -$140K -3,440 -3%
SEIA
196
Signature Estate & Investment Advisors
California
$4.31M -$692K -17,028 -14%
CAN
197
Cetera Advisor Networks
California
$4.24M +$52.1K +1,280 +1%
TF
198
TIAA FSB
Florida
$4.12M -$176K -4,328 -4%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$4.05M +$486K +11,956 +14%
HW
200
Hancock Whitney
Mississippi
$4.02M +$365K +8,988 +10%
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