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iShares S&P 500 Growth ETF
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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 %
AB
251
Atlas Brown
Kentucky
$2.64M -$143K -3,412 -5%
WP
252
WMS Partners
Maryland
$2.62M -$74K -1,820 -3%
EB
253
Eastern Bank
Massachusetts
$2.58M -$102K -2,504 -4%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$2.56M +$8.78K +216 +0.3%
TFF
255
The Family Firm
Maryland
$2.55M – – –
AMG
256
Asset Management Group
Connecticut
$2.55M -$5.04K -124 -0.2%
IFWM
257
Institute for Wealth Management
Colorado
$2.51M -$93.4K -2,296 -4%
WWM
258
Windsor Wealth Management
Indiana
$2.5M +$5.69K +140 +0.2%
DPI
259
Diversified Portfolios Inc
Michigan
$2.44M -$132K -3,256 -5%
BDF
260
Balasa Dinverno & Foltz
$2.4M -$29.8K -732 -1%
UBS AM
261
UBS AM
Illinois
$2.39M +$1.56M +38,496 +189%
PWAP
262
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.38M +$17.1K +420 +0.7%
WT
263
Whittier Trust
California
$2.38M -$20.3K -500 -0.8%
Citadel Advisors
264
Citadel Advisors
Florida
$2.37M +$2.37M +58,392 New
SXL
265
Summit X LLC
Missouri
$2.36M +$354K +8,784 +18%
STMM
266
South Texas Money Management
Texas
$2.29M -$27.2K -668 -1%
Calamos Advisors
267
Calamos Advisors
Illinois
$2.28M +$785K +19,316 +52%
KM
268
Kalos Management
Georgia
$2.23M – – –
SRSA
269
S.R. Schill & Associates
Washington
$2.23M -$28.3K -696 -1%
BA
270
Bristlecone Advisors
Washington
$2.19M +$1.35M +33,280 +163%
CRC
271
Curi RMB Capital
Illinois
$2.17M – – –
PCM
272
Perritt Capital Management
Illinois
$2.16M +$62K +1,524 +3%
Wolverine Trading
273
Wolverine Trading
Illinois
$2.14M – – –
ACP
274
Arcus Capital Partners
Georgia
$2.13M +$9.43K +232 +0.4%
BCWM
275
Blue Chip Wealth Management
Florida
$2.12M +$106K +2,604 +5%
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