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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 %
BJL
326
Brighton Jones LLC
Washington
$1.55M +$357K +8,064 +30%
MCM
327
Manchester Capital Management
Vermont
$1.55M – – –
TA
328
Townsend & Associates
Colorado
$1.55M -$43.6K -984 -3%
HPC
329
HM Payson & Co
Maine
$1.54M -$162K -3,660 -10%
Truist Financial
330
Truist Financial
North Carolina
$1.54M -$110K -2,488 -7%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$1.53M -$48.5K -1,096 -3%
MSA
332
Marino Stram & Associates
Massachusetts
$1.49M +$61.8K +1,396 +4%
PAM
333
PVG Asset Management
Colorado
$1.47M -$50.8K -1,148 -3%
PWA
334
Peterson Wealth Advisors
Utah
$1.45M -$120K -2,716 -8%
OAM
335
Oppenheimer Asset Management
New York
$1.44M -$52.3K -1,180 -4%
HA
336
Harborview Advisors
Maine
$1.43M -$40.6K -916 -3%
CIR
337
Clear Investment Research
Georgia
$1.42M -$9.08M -205,072 -86%
AIS
338
American Investment Services
Massachusetts
$1.39M -$21.6K -488 -2%
PMG
339
ProVise Management Group
Florida
$1.38M -$1.95K -44 -0.1%
GCA
340
Guardian Capital Advisors
Ontario, Canada
$1.36M -$271K -6,260 -17%
WA
341
WESPAC Advisors
California
$1.35M +$385K +8,696 +40%
GT
342
Glenview Trust
Kentucky
$1.32M +$5.85K +132 +0.4%
MG
343
Mather Group
Illinois
$1.32M -$370K -8,356 -22%
AA
344
Alesco Advisors
New York
$1.32M -$39K -880 -3%
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
$1.32M – – –
SIAM
346
Sterling Investment Advisors (Missouri)
Missouri
$1.31M -$96K -2,168 -7%
FA
347
FDx Advisors
Illinois
$1.29M -$232K -5,232 -15%
AF
348
Alerus Financial
North Dakota
$1.29M – – –
ZCA
349
Zeke Capital Advisors
Pennsylvania
$1.28M – – –
BHWM
350
Bar Harbor Wealth Management
New Hampshire
$1.27M -$19K -428 -1%
12 13
14
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