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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 %
OAM
326
Oppenheimer Asset Management
New York
$1.37M -$10.2K -252 -0.7%
HA
327
Harborview Advisors
Maine
$1.35M -$228K -5,612 -14%
FHA
328
Flagship Harbor Advisors
Massachusetts
$1.33M +$143K +3,520 +12%
IWP
329
Icon Wealth Partners
Texas
$1.31M +$743K +18,260 +131%
MSA
330
Marino Stram & Associates
Massachusetts
$1.31M +$28.5K +700 +2%
AIS
331
American Investment Services
Massachusetts
$1.3M -$120K -2,956 -8%
SIAM
332
Sterling Investment Advisors (Missouri)
Missouri
$1.29M -$23.7K -584 -2%
CF
333
Centaurus Financial
California
$1.28M +$1.04M +25,648 +445%
I
334
IberiaBank
Louisiana
$1.27M +$106K +2,600 +9%
AA
335
Alesco Advisors
New York
$1.24M -$65K -1,600 -5%
DAS
336
Dynamic Advisor Solutions
Arizona
$1.23M +$173K +4,252 +16%
KA
337
Kovack Advisors
Florida
$1.22M +$38.4K +944 +3%
PA
338
PFG Advisors
Arizona
$1.21M -$23.9K -588 -2%
GT
339
Glenview Trust
Kentucky
$1.21M – – –
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$1.21M – – –
TD Asset Management
341
TD Asset Management
Ontario, Canada
$1.2M -$22.4K -596 -2%
BHWM
342
Bar Harbor Wealth Management
New Hampshire
$1.18M -$14.3K -352 -1%
AF
343
Alerus Financial
North Dakota
$1.18M – – –
ZCA
344
Zeke Capital Advisors
Pennsylvania
$1.17M +$41.1K +1,012 +4%
VF
345
Virtu Financial
New York
$1.16M +$894K +21,988 +337%
AIM
346
Advantage Investment Management
Iowa
$1.15M -$10.1M -248,428 -90%
ACI
347
Alpha Cubed Investments
California
$1.15M +$318K +7,832 +38%
RIS
348
Retirement Income Solutions
Michigan
$1.13M -$456K -11,228 -29%
SKK
349
Shepherd Kaplan Krochuk
Massachusetts
$1.12M -$466K -11,468 -29%
CIA
350
Choate Investment Advisors
Massachusetts
$1.12M -$4.88K -120 -0.4%
12 13
14
15 16