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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 %
FNT
376
First National Trust
Pennsylvania
$883K +$14.3K +368 +2%
WA
377
Waverly Advisors
Alabama
$881K – – –
ACM
378
Azimuth Capital Management
Michigan
$866K -$6.2K -160 -0.7%
FA
379
Fiducient Advisors
Illinois
$852K +$852K +21,972 New
VIA
380
Vantage Investment Advisors
Pennsylvania
$850K -$22.5K -580 -3%
TCM
381
Tradition Capital Management
New Jersey
$845K – – –
HCMNY
382
Howard Capital Management (New York)
New York
$842K -$3.88K -100 -0.5%
SIA
383
Starfire Investment Advisers
Michigan
$839K +$839K +21,648 New
AAP
384
Arax Advisory Partners
Colorado
$838K -$57.8K -1,492 -6%
DSC
385
Duncker Streett & Co
Missouri
$800K -$136K -3,520 -15%
NL
386
NWAM LLC
Washington
$797K -$428K -11,028 -35%
FPS
387
Fieldpoint Private Securities
Connecticut
$797K -$2.17K -56 -0.3%
Two Sigma Investments
388
Two Sigma Investments
New York
$795K -$4.99M -128,800 -86%
BA
389
Bristlecone Advisors
Washington
$794K +$2.02K +52 +0.3%
ACI
390
Alpha Cubed Investments
California
$794K +$108K +2,784 +16%
UBS AM
391
UBS AM
Illinois
$791K +$413K +10,660 +109%
GIM
392
Goelzer Investment Management
Indiana
$784K +$784K +20,220 New
CA
393
Cornerstone Advisory
Maryland
$783K -$142K -3,660 -15%
AA
394
Advisory Alpha
Michigan
$781K -$46.4K -1,156 -6%
CPIA
395
Cornell Pochily Investment Advisors
New York
$775K +$15.7K +404 +2%
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$773K +$600K +15,484 +347%
BFO
397
Boston Family Office
Massachusetts
$765K – – –
MWM
398
Mission Wealth Management
California
$757K -$10.1K -260 -1%
OMC
399
Old Mission Capital
Illinois
$752K +$752K +19,392 New
ATFA
400
All Terrain Financial Advisors
Minnesota
$743K -$29.3K -756 -4%
14 15
16
17 18