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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
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WMS Partners
Maryland
$2.92M -$125K -3,796 -4%
PP
202
Palladium Partners
Virginia
$2.85M -$103K -3,140 -4%
TNB
203
Thomasville National Bank
Georgia
$2.83M +$2.83M +86,032 New
FMW
204
Farr Miller & Washington
District of Columbia
$2.81M +$619K +18,816 +28%
GT
205
Glenmede Trust
Pennsylvania
$2.8M +$6.57K +200 +0.2%
CA
206
Cetera Advisors
Colorado
$2.71M +$391K +11,900 +17%
SIA
207
Starfire Investment Advisers
Michigan
$2.68M -$36.9K -1,128 -1%
FTIOP
208
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.64M -$81.7K -2,484 -3%
RWM
209
RKL Wealth Management
Pennsylvania
$2.63M +$2.23M +67,968 +561%
CFD
210
Creative Financial Designs
Indiana
$2.56M +$325K +9,904 +15%
LF
211
Lee Financial
Texas
$2.55M -$638K -19,396 -20%
AB
212
Atlas Brown
Kentucky
$2.55M -$137K -4,164 -5%
DPI
213
Diversified Portfolios Inc
Michigan
$2.51M -$153K -4,668 -6%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$2.46M -$29.6K -900 -1%
SHIM
215
Stone House Investment Management
Pennsylvania
$2.41M -$8.54M -259,912 -78%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$2.4M -$1.95M -59,240 -45%
First Trust Advisors
217
First Trust Advisors
Illinois
$2.38M +$94.2K +2,864 +4%
EB
218
Eastern Bank
Massachusetts
$2.36M +$81.2K +2,468 +4%
AllianceBernstein
219
AllianceBernstein
Tennessee
$2.3M -$82.3K -2,504 -3%
CCM
220
Colorado Capital Management
Colorado
$2.29M -$10.4K -316 -0.5%
DBIA
221
Dumont & Blake Investment Advisors
New Jersey
$2.28M +$25K +760 +1%
LPL Financial
222
LPL Financial
California
$2.27M -$71K -2,160 -3%
PSUF
223
People's United Financial
Connecticut
$2.24M +$20.3K +616 +0.9%
STMM
224
South Texas Money Management
Texas
$2.23M -$58.8K -1,788 -3%
Truist Financial
225
Truist Financial
North Carolina
$2.16M -$104K -3,164 -5%
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