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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Waverly Advisors
Alabama
$923K – – –
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$918K -$41.1K -1,008 -4%
ACM
378
Azimuth Capital Management
Michigan
$916K +$8.13K +200 +0.9%
BFG
379
Barber Financial Group
Kansas
$913K +$913K +22,464 New
PWPS
380
Pinnacle Wealth Planning Services
Ohio
$912K +$101K +2,488 +12%
FA
381
Fiducient Advisors
Illinois
$893K – – –
TCM
382
Tradition Capital Management
New Jersey
$886K – – –
WA
383
WESPAC Advisors
California
$882K -$413K -10,144 -32%
BOTW
384
Bank of the West
California
$860K -$452K -11,120 -34%
CPIA
385
Cornell Pochily Investment Advisors
New York
$851K +$38.5K +948 +5%
HCMNY
386
Howard Capital Management (New York)
New York
$849K -$34.2K -840 -4%
DSC
387
Duncker Streett & Co
Missouri
$841K +$2.11K +52 +0.3%
FPS
388
Fieldpoint Private Securities
Connecticut
$837K +$1.95K +48 +0.2%
SIA
389
Starfire Investment Advisers
Michigan
$820K -$59.1K -1,456 -7%
Deutsche Bank
390
Deutsche Bank
Germany
$809K -$975K -23,988 -55%
TF
391
Tompkins Financial
New York
$802K -$151K -3,720 -16%
BFO
392
Boston Family Office
Massachusetts
$802K – – –
SPIA
393
Strategic Point Investment Advisors
Rhode Island
$802K +$43.1K +1,060 +6%
KIG
394
Kessler Investment Group
Indiana
$786K +$63.6K +1,564 +9%
AI
395
Accredited Investors
Minnesota
$779K – – –
BSW
396
Buckingham Strategic Wealth
Missouri
$774K +$199K +4,908 +35%
NFG
397
NewFocus Financial Group
Washington
$760K +$84K +2,068 +12%
MSAM
398
Moloney Securities Asset Management
Missouri
$759K +$356K +8,768 +89%
HCP
399
Holt Capital Partners
Texas
$752K – – –
CA
400
Cornerstone Advisory
Maryland
$737K -$84.1K -2,068 -10%
14 15
16
17 18