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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 %
SMG
426
Smart Money Group
Texas
$951K +$409K +9,500 +76%
SCM
427
Smith Capital Management
Arkansas
$934K +$58.6K +1,360 +7%
CPIA
428
Cornell Pochily Investment Advisors
New York
$925K -$138K -3,196 -13%
BRWM
429
B. Riley Wealth Management
Tennessee
$919K -$361K -8,364 -28%
Deutsche Bank
430
Deutsche Bank
Germany
$910K -$874K -20,324 -49%
NL
431
NWAM LLC
Washington
$901K -$33.6K -780 -4%
LHC
432
Little House Capital
Massachusetts
$889K -$121K -2,800 -12%
FCI
433
Financial Counselors Inc
Kansas
$887K +$17.9K +416 +2%
DSC
434
Duncker Streett & Co
Missouri
$887K +$60.7K +1,408 +7%
SPIA
435
Strategic Point Investment Advisors
Rhode Island
$884K -$140K -3,240 -14%
CTC
436
Central Trust Company
Missouri
$879K -$105K -2,436 -11%
FCA
437
FinTrust Capital Advisors
South Carolina
$876K -$984K -22,852 -53%
BCM
438
Brasada Capital Management
Texas
$874K -$78.8K -1,828 -8%
AWA
439
Arete Wealth Advisors
Illinois
$874K +$874K +20,288 New
FPS
440
Fieldpoint Private Securities
Connecticut
$866K -$17.2K -400 -2%
Invesco
441
Invesco
Georgia
$865K -$898K -20,824 -51%
ATFA
442
All Terrain Financial Advisors
Minnesota
$860K +$97.7K +2,268 +13%
BFO
443
Boston Family Office
Massachusetts
$850K – – –
MWP
444
MYCIO Wealth Partners
Pennsylvania
$848K -$172 -4 -0%
BFG
445
Barber Financial Group
Kansas
$847K -$1.84M -42,812 -69%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$847K -$38.3K -888 -4%
NA
447
NewEdge Advisors
Louisiana
$833K -$2.18M -50,640 -72%
HSBC Holdings
448
HSBC Holdings
United Kingdom
$827K – – –
TF
449
Tompkins Financial
New York
$827K – – –
FPFS
450
First Personal Financial Services
North Carolina
$820K +$25.4K +588 +3%
16 17
18
19 20