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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 %
EWM
301
Evercore Wealth Management
New York
$1.57M -$366K -9,452 -19%
AFP
302
Ausdal Financial Partners
Iowa
$1.57M +$811K +20,904 +107%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.57M -$62.2K -1,604 -4%
MCM
304
Manchester Capital Management
Vermont
$1.55M -$150K -3,860 -9%
YWP
305
YorkBridge Wealth Partners
New York
$1.55M -$32.1K -820 -2%
CIC
306
Carnegie Investment Counsel
Ohio
$1.54M -$48.2K -1,188 -3%
HPC
307
HM Payson & Co
Maine
$1.54M -$45.5K -1,172 -3%
MGIA
308
Matthew Goff Investment Advisor
Texas
$1.53M -$5.74K -148 -0.4%
SKK
309
Shepherd Kaplan Krochuk
Massachusetts
$1.51M -$546K -14,076 -27%
RIS
310
Retirement Income Solutions
Michigan
$1.51M +$99.5K +2,568 +7%
HA
311
Harborview Advisors
Maine
$1.5M -$74.9K -1,932 -5%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$1.49M +$1.49M +38,540 New
PWA
313
Peterson Wealth Advisors
Utah
$1.49M -$122K -3,140 -8%
DCM
314
Dimension Capital Management
Florida
$1.48M -$75.7K -1,952 -5%
EPP
315
ETF Portfolio Partners
Kansas
$1.48M +$69.9K +1,804 +5%
GCA
316
Guardian Capital Advisors
Ontario, Canada
$1.48M +$772K +19,800 +110%
Truist Financial
317
Truist Financial
North Carolina
$1.45M -$249K -6,432 -15%
KBFS
318
Kohmann Bosshard Financial Services
Ohio
$1.44M – – –
Calamos Advisors
319
Calamos Advisors
Illinois
$1.43M +$1.16M +30,000 +437%
Franklin Resources
320
Franklin Resources
California
$1.43M – – –
CCM
321
CWH Capital Management
Washington
$1.4M -$16.3K -420 -1%
CWM
322
Cornerstone Wealth Management
Missouri
$1.38M +$841K +22,252 +156%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$1.36M -$70.1K -1,812 -5%
AIS
324
American Investment Services
Massachusetts
$1.35M -$38.8K -1,000 -3%
ABC
325
Associated Banc-Corp
Wisconsin
$1.35M -$45.3K -1,168 -3%
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