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iShares S&P 500 Growth ETF
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Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
351
Zeke Capital Advisors
Pennsylvania
$1.08M – – –
CIA
352
Choate Investment Advisors
Massachusetts
$1.07M – – –
CPIG
353
Chicago Partners Investment Group
Illinois
$1.06M +$5.43K +140 +0.5%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M -$47.1K -1,216 -4%
PFA
355
Pinnacle Family Advisors
Missouri
$1.03M -$5.46M -140,772 -84%
BCM
356
BTC Capital Management
Iowa
$1.01M +$641K +16,528 +172%
TIM
357
Total Investment Management
Arizona
$1.01M +$40.2K +1,036 +4%
NA
358
NewEdge Advisors
Louisiana
$1.01M +$141K +3,728 +16%
DAS
359
Dynamic Advisor Solutions
Arizona
$1M +$521K +13,440 +108%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$996K +$996K +25,692 New
CAC
361
Certified Advisory Corp
Florida
$990K -$35.3K -912 -3%
KPCM
362
Kings Point Capital Management
New York
$979K +$37.2K +960 +4%
RIA
363
Regal Investment Advisors
Michigan
$964K +$194K +5,008 +25%
PFP
364
Pinnacle Financial Partners
Tennessee
$954K +$38.6K +996 +4%
IWC
365
Integrated Wealth Concepts
Massachusetts
$941K -$65.3K -1,728 -6%
CIAS
366
Capital Investment Advisory Services
North Carolina
$937K +$17.8K +460 +2%
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$935K +$50.4K +1,300 +6%
HTC
368
Haverford Trust Company
Pennsylvania
$929K -$15.5K -400 -2%
TF
369
Tompkins Financial
New York
$909K +$63.6K +1,640 +8%
JFA
370
JNBA Financial Advisors
Minnesota
$903K -$47.4K -1,224 -5%
CTC
371
Central Trust Company
Missouri
$901K -$239K -6,156 -21%
MHS
372
M Holdings Securities
Oregon
$899K -$947K -24,444 -51%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$890K +$473K +12,500 +113%
FPGK
374
Financial Partners Group (Kansas)
Kansas
$887K +$29.3K +756 +3%
BJL
375
Brighton Jones LLC
Washington
$884K -$67.3K -1,736 -7%
13 14
15
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