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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 %
ACI
351
Alpha Cubed Investments
California
$1.58M +$44.6K +1,036 +3%
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$1.56M – – –
QCM
353
Quest Capital Management
Texas
$1.55M +$124K +2,880 +9%
MGIA
354
Matthew Goff Investment Advisor
Texas
$1.55M -$7.59K -176 -0.5%
CW
355
Cobiz Wealth
Colorado
$1.55M +$10.5K +244 +0.7%
FFN
356
Focus Financial Network
Minnesota
$1.53M +$1.53M +35,480 New
HA
357
Harborview Advisors
Maine
$1.53M +$150K +3,488 +11%
MCM
358
Manchester Capital Management
Vermont
$1.51M +$1.38K +32 +0.1%
MG
359
Mather Group
Illinois
$1.5M +$16.5K +384 +1%
TD Asset Management
360
TD Asset Management
Ontario, Canada
$1.49M +$153K +3,888 +11%
SCP
361
Shorepoint Capital Partners
Massachusetts
$1.49M +$1.49M +34,524 New
MSA
362
Marino Stram & Associates
Massachusetts
$1.44M -$115K -2,676 -7%
OAM
363
Oppenheimer Asset Management
New York
$1.41M +$58.8K +1,364 +4%
CIR
364
Clear Investment Research
Georgia
$1.4M -$54.5K -1,264 -4%
BWP
365
Bernardo Wealth Planning
Pennsylvania
$1.4M +$6.38K +148 +0.5%
CAPTRUST Financial Advisors
366
CAPTRUST Financial Advisors
North Carolina
$1.39M +$284K +6,580 +26%
CAM
367
Carret Asset Management
New York
$1.38M +$553K +12,848 +67%
PFA
368
Pathway Financial Advisors
Vermont
$1.38M +$190K +4,400 +16%
FHA
369
Flagship Harbor Advisors
Massachusetts
$1.37M -$53.1K -1,232 -4%
MSWMA
370
Market Street Wealth Management Advisors
Indiana
$1.37M -$27.9K -648 -2%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$1.36M -$12.9K -300 -0.9%
BRWA
372
B. Riley Wealth Advisors
Florida
$1.35M -$268K -6,228 -17%
RIS
373
Retirement Income Solutions
Michigan
$1.32M -$75.8K -1,760 -5%
AIS
374
American Investment Services
Massachusetts
$1.31M -$24.6K -572 -2%
NCM
375
Next Capital Management
New York
$1.31M -$151K -3,500 -10%
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