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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 %
YWP
301
YorkBridge Wealth Partners
New York
$1.62M – – –
DBRC
302
D.B. Root & Company
Pennsylvania
$1.6M +$848K +20,868 +114%
GCA
303
Guardian Capital Advisors
Ontario, Canada
$1.59M -$9.28K -220 -0.6%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$1.57M – – –
EPP
305
ETF Portfolio Partners
Kansas
$1.57M +$13.2K +324 +0.8%
SG
306
StoneX Group
New York
$1.56M +$273K +6,716 +21%
HPC
307
HM Payson & Co
Maine
$1.56M -$52K -1,280 -3%
DCM
308
Dimension Capital Management
Florida
$1.55M – – –
MG
309
Mather Group
Illinois
$1.55M -$458K -11,264 -23%
SAM
310
Sequent Asset Management
Texas
$1.53M – – –
Truist Financial
311
Truist Financial
North Carolina
$1.51M -$12.5K -308 -0.8%
NFG
312
Next Financial Group
Texas
$1.51M -$3.18M -78,256 -68%
AFP
313
Ausdal Financial Partners
Iowa
$1.48M -$160K -3,928 -10%
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$1.48M +$57.2K +1,408 +4%
KBFS
315
Kohmann Bosshard Financial Services
Ohio
$1.47M -$40.2K -988 -3%
TA
316
Townsend & Associates
Colorado
$1.46M -$8.68M -213,540 -86%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.45M -$191K -4,692 -12%
PWA
318
Peterson Wealth Advisors
Utah
$1.44M -$121K -2,988 -8%
GFPC
319
Global Financial Private Capital
Florida
$1.42M +$249K +6,128 +21%
MCM
320
Manchester Capital Management
Vermont
$1.42M -$208K -5,116 -13%
Franklin Resources
321
Franklin Resources
California
$1.41M -$81.3K -2,000 -5%
ABC
322
Associated Banc-Corp
Wisconsin
$1.4M -$12K -296 -0.9%
FA
323
FDx Advisors
Illinois
$1.4M -$1.67M -41,052 -54%
PAM
324
PVG Asset Management
Colorado
$1.4M +$1.4M +34,420 New
DE
325
Day & Ennis
Georgia
$1.4M +$4.55K +112 +0.3%
11 12
13
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