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iShares S&P 500 Growth ETF
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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 %
CF
276
Corrigan Financial
Rhode Island
$2.02M -$96.9K -2,500 -5%
PCG
277
Private Capital Group
Connecticut
$2.01M +$2.17K +56 +0.1%
TRCT
278
Tower Research Capital (TRC)
New York
$2M +$1.99M +51,292 +24,660%
BAC
279
Boys Arnold & Co
North Carolina
$1.99M -$5.49K -140 -0.3%
FC
280
Fulcrum Capital
Washington
$1.97M -$594K -15,316 -23%
FCC
281
Florin Court Capital
United Kingdom
$1.93M -$10.3M -264,800 -84%
DC
282
Davenport & Co
Virginia
$1.93M -$84.4K -2,176 -4%
EK
283
Evensky & Katz
Florida
$1.93M -$49.3K -1,272 -2%
BCWM
284
Blue Chip Wealth Management
Florida
$1.92M +$1.92M +49,608 New
MG
285
Mather Group
Illinois
$1.92M +$378K +9,744 +25%
SXL
286
Summit X LLC
Missouri
$1.91M +$211K +5,504 +12%
SHA
287
Seneca House Advisors
Virginia
$1.86M +$76.9K +1,984 +4%
IF
288
Ironwood Financial
Arizona
$1.82M +$17.1K +440 +0.9%
HCM
289
Hudson Capital Management
New Jersey
$1.81M -$178K -4,584 -9%
AWP
290
Ascent Wealth Partners
New York
$1.8M +$75.1K +1,936 +4%
SFA
291
Sequoia Financial Advisors
Ohio
$1.76M -$130K -3,348 -7%
HS
292
Horan Securities
United States
$1.74M +$73.9K +1,896 +4%
WAG
293
Winthrop Advisory Group
Massachusetts
$1.73M +$11.2K +292 +0.7%
Deutsche Bank
294
Deutsche Bank
Germany
$1.7M +$1.7M +43,888 New
CI
295
Conning Inc
Connecticut
$1.68M – – –
IP
296
Investment Partners
Ohio
$1.65M -$86K -2,220 -5%
HS
297
Huntington Steele
Pennsylvania
$1.65M +$108K +2,784 +7%
AW
298
ACG Wealth
Georgia
$1.61M -$36.7K -948 -2%
FNBTCON
299
First National Bank & Trust Co of Newtown
Pennsylvania
$1.61M – – –
BWA
300
BDO Wealth Advisors
Florida
$1.59M +$930K +23,984 +141%
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12
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