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iShares S&P 500 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
326
People's United Financial
Connecticut
$1.9M +$39.1K +908 +2%
PV
327
Private Vista
Illinois
$1.9M – – –
SFA
328
Sequoia Financial Advisors
Ohio
$1.88M – – –
CI
329
Conning Inc
Connecticut
$1.87M – – –
CIC
330
Carnegie Investment Counsel
Ohio
$1.81M +$15.5K +360 +0.9%
PCG
331
Private Capital Group
Connecticut
$1.8M -$221K -5,132 -11%
EWM
332
Evercore Wealth Management
New York
$1.79M +$35.3K +820 +2%
SRSA
333
S.R. Schill & Associates
Washington
$1.78M -$24.7K -572 -1%
IP
334
Investment Partners
Ohio
$1.77M – – –
PFP
335
Pinnacle Financial Partners
Tennessee
$1.77M +$309K +7,176 +21%
MPW
336
MA Private Wealth
California
$1.75M -$273K -6,344 -14%
GT
337
Glenview Trust
Kentucky
$1.72M +$436K +10,108 +34%
GVAG
338
Great Valley Advisor Group
Delaware
$1.71M +$1.71M +39,788 New
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$1.69M +$81.9K +1,900 +5%
KA
340
Kovack Advisors
Florida
$1.69M -$88.2K -2,048 -5%
YWP
341
YorkBridge Wealth Partners
New York
$1.65M -$48.3K -1,120 -3%
DCM
342
Dimension Capital Management
Florida
$1.65M – – –
GPWA
343
Great Point Wealth Advisors
Massachusetts
$1.65M – – –
JIP
344
Jaffetilchin Investment Partners
Florida
$1.64M +$1.64M +38,136 New
I
345
IberiaBank
Louisiana
$1.63M -$98.7K -2,292 -6%
SAM
346
Sequent Asset Management
Texas
$1.62M – – –
Truist Financial
347
Truist Financial
North Carolina
$1.61M +$21.5K +500 +1%
RIA
348
Regal Investment Advisors
Michigan
$1.6M +$410K +9,516 +35%
MFW
349
Meristem Family Wealth
Minnesota
$1.59M -$53.3K -1,236 -3%
PWA
350
Peterson Wealth Advisors
Utah
$1.58M +$192K +4,348 +14%
12 13
14
15 16