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iShares S&P 500 Growth ETF
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Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
426
Tradition Capital Management
New Jersey
$869K +$15.1K +400 +2%
MBT
427
Montecito Bank & Trust
California
$868K +$213K +5,640 +32%
CTC
428
Central Trust Company
Missouri
$861K – – –
WANY
429
Wealthspire Advisors (New York)
New York
$861K +$861K +22,848 New
A
430
AdvicePeriod
California
$856K – – –
ACM
431
Azimuth Capital Management
Michigan
$851K +$452 +12 +0.1%
W
432
Wealthquest
Ohio
$840K +$840K +22,308 New
KP
433
Keel Point
Alabama
$839K +$92.1K +2,444 +12%
BCM
434
Brasada Capital Management
Texas
$833K -$110K -2,916 -12%
NL
435
NWAM LLC
Washington
$817K +$247K +6,560 +43%
FWM
436
Frontier Wealth Management
Missouri
$785K -$173K -4,596 -18%
FNT
437
First National Trust
Pennsylvania
$781K -$122K -3,248 -14%
DAS
438
Dynamic Advisor Solutions
Arizona
$781K +$307K +7,700 +65%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$774K +$108K +2,860 +16%
FPS
440
Fieldpoint Private Securities
Connecticut
$772K -$3.62K -96 -0.5%
SCM
441
Smith Capital Management
Arkansas
$765K +$765K +20,304 New
CAM
442
Concorde Asset Management
Michigan
$762K +$65.6K +1,740 +9%
FCI
443
Financial Counselors Inc
Kansas
$760K +$70.4K +1,868 +10%
CA
444
Cornerstone Advisory
Maryland
$754K -$7.53K -200 -1%
FA
445
Fiducient Advisors
Illinois
$753K +$4.67K +124 +0.6%
BFO
446
Boston Family Office
Massachusetts
$743K – – –
MWP
447
MYCIO Wealth Partners
Pennsylvania
$741K -$24.7K -656 -3%
CAM
448
Carret Asset Management
New York
$724K +$286K +7,600 +65%
TF
449
Tompkins Financial
New York
$723K -$7.08K -188 -1%
HSBC Holdings
450
HSBC Holdings
United Kingdom
$723K +$422K +11,200 +140%
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