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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 %
AWP
276
Ascent Wealth Partners
New York
$2.08M +$191K +4,700 +10%
BAC
277
Boys Arnold & Co
North Carolina
$2.07M +$4.06K +100 +0.2%
EK
278
Evensky & Katz
Florida
$2.06M +$42.4K +1,044 +2%
FC
279
Fulcrum Capital
Washington
$2.06M – – –
CF
280
Corrigan Financial
Rhode Island
$2.05M -$64.4K -1,584 -3%
PSUF
281
People's United Financial
Connecticut
$2.03M -$357K -8,784 -15%
PCG
282
Private Capital Group
Connecticut
$2M -$114K -2,804 -5%
SHA
283
Seneca House Advisors
Virginia
$1.96M +$14.8K +364 +0.8%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$1.96M +$919K +22,600 +88%
RJT
285
Raymond James Trust
Florida
$1.96M -$463K -11,396 -19%
OPA
286
Old Port Advisors
Maine
$1.96M +$1.96M +48,128 New
SCI
287
S&CO Inc
Massachusetts
$1.93M +$1.36M +33,476 +239%
IF
288
Ironwood Financial
Arizona
$1.93M +$19K +468 +1%
WAG
289
Winthrop Advisory Group
Massachusetts
$1.83M – – –
SFA
290
Sequoia Financial Advisors
Ohio
$1.83M -$19.8K -488 -1%
BRWA
291
B. Riley Wealth Advisors
Florida
$1.82M -$1.86M -45,700 -50%
DC
292
Davenport & Co
Virginia
$1.81M -$214K -5,264 -11%
HCM
293
Hudson Capital Management
New Jersey
$1.78M -$74K -1,860 -4%
CI
294
Conning Inc
Connecticut
$1.76M – – –
IP
295
Investment Partners
Ohio
$1.73M – – –
CCM
296
CWH Capital Management
Washington
$1.72M +$253K +6,216 +17%
AW
297
ACG Wealth
Georgia
$1.72M +$28.5K +700 +2%
FNBTCON
298
First National Bank & Trust Co of Newtown
Pennsylvania
$1.68M – – –
CIC
299
Carnegie Investment Counsel
Ohio
$1.65M +$21.3K +496 +1%
EWM
300
Evercore Wealth Management
New York
$1.65M – – –
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