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iShares S&P 500 Growth ETF
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Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$2M -$72.3K -1,920 -3%
CCA
302
Clearwater Capital Advisors
Illinois
$1.99M -$484K -12,856 -20%
PP
303
Prudential plc
United Kingdom
$1.97M -$2.56M -68,000 -56%
IWM
304
IHT Wealth Management
Illinois
$1.97M +$17.9K +476 +0.9%
BA
305
Bristlecone Advisors
Washington
$1.97M +$3.31K +88 +0.2%
DC
306
Davenport & Co
Virginia
$1.94M +$48.7K +1,292 +3%
TA
307
Townsend & Associates
Colorado
$1.94M +$626K +16,624 +48%
UBS AM
308
UBS AM
Illinois
$1.93M -$174K -4,624 -8%
PCM
309
Perritt Capital Management
Illinois
$1.93M +$41K +1,088 +2%
BCWM
310
Blue Chip Wealth Management
Florida
$1.9M -$57.7K -1,532 -3%
SHA
311
Seneca House Advisors
Virginia
$1.86M +$69.9K +1,856 +4%
HCM
312
Hudson Capital Management
New Jersey
$1.86M +$283K +7,592 +18%
IF
313
Ironwood Financial
Arizona
$1.86M +$35.4K +940 +2%
BAC
314
Boys Arnold & Co
North Carolina
$1.81M -$1.49K -40 -0.1%
OPA
315
Old Port Advisors
Maine
$1.79M +$1.79M +45,360 New
CF
316
Corrigan Financial
Rhode Island
$1.79M -$39.9K -1,060 -2%
SCI
317
S&CO Inc
Massachusetts
$1.79M – – –
ABC
318
Associated Banc-Corp
Wisconsin
$1.77M +$355K +9,436 +25%
MPW
319
MA Private Wealth
California
$1.76M +$1.76M +46,832 New
PCG
320
Private Capital Group
Connecticut
$1.76M -$95.5K -2,536 -5%
AllianceBernstein
321
AllianceBernstein
Tennessee
$1.75M -$518K -13,760 -23%
CCM
322
CWH Capital Management
Washington
$1.75M +$42.2K +1,120 +2%
EK
323
Evensky & Katz
Florida
$1.72M +$23K +612 +1%
SG
324
StoneX Group
New York
$1.68M +$260K +6,892 +18%
PV
325
Private Vista
Illinois
$1.66M +$1.66M +44,076 New
11 12
13
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