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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$1.93M +$491K +11,116 +34%
AF
302
Advisornet Financial
Minnesota
$1.92M +$1.85M +41,752 +2,590%
CI
303
Conning Inc
Connecticut
$1.92M – – –
FHA
304
Flagship Harbor Advisors
Massachusetts
$1.91M +$460K +10,360 +32%
I
305
IberiaBank
Louisiana
$1.9M +$516K +11,640 +37%
PPA
306
Parametric Portfolio Associates
Washington
$1.9M +$1.9M +42,788 New
DE
307
Day & Ennis
Georgia
$1.88M +$353K +7,968 +23%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$1.87M +$257K +5,788 +16%
PSUF
309
People's United Financial
Connecticut
$1.87M -$344K -7,760 -16%
KA
310
Kovack Advisors
Florida
$1.86M +$535K +12,080 +40%
FNBTCON
311
First National Bank & Trust Co of Newtown
Pennsylvania
$1.83M – – –
BRWA
312
B. Riley Wealth Advisors
Florida
$1.83M -$161K -3,628 -8%
EWM
313
Evercore Wealth Management
New York
$1.8M +$3.19K +72 +0.2%
YWP
314
YorkBridge Wealth Partners
New York
$1.76M -$9.06K -204 -0.5%
DBRC
315
D.B. Root & Company
Pennsylvania
$1.73M -$7.26K -164 -0.4%
MGIA
316
Matthew Goff Investment Advisor
Texas
$1.72M +$909K +20,528 +112%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$1.71M – – –
DCM
318
Dimension Capital Management
Florida
$1.69M – – –
SG
319
StoneX Group
New York
$1.67M -$36.5K -824 -2%
ABC
320
Associated Banc-Corp
Wisconsin
$1.67M +$141K +3,176 +9%
SAM
321
Sequent Asset Management
Texas
$1.67M – – –
EPP
322
ETF Portfolio Partners
Kansas
$1.66M -$44.5K -1,004 -3%
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$1.6M – – –
AFP
324
Ausdal Financial Partners
Iowa
$1.6M -$20.6K -464 -1%
IWP
325
Icon Wealth Partners
Texas
$1.56M +$130K +2,936 +9%
11 12
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