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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 %
FPFS
451
First Personal Financial Services
North Carolina
$554K -$1.3M -33,596 -70%
TIA
452
Tiemann Investment Advisors
California
$551K -$19.2K -496 -3%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$551K – – –
FC
454
Ferris Capital
Massachusetts
$549K – – –
BSW
455
Buckingham Strategic Wealth
Missouri
$548K -$111K -2,860 -17%
GP
456
Girard Partners
Pennsylvania
$547K +$3.41K +88 +0.6%
WIC
457
Whitegate Investment Counselors
New Hampshire
$543K – – –
SCI
458
S&CO Inc
Massachusetts
$543K +$543K +14,000 New
IWP
459
Icon Wealth Partners
Texas
$540K +$61.9K +1,596 +13%
NEIRG
460
New England Investment & Retirement Group
Massachusetts
$537K +$65.8K +1,696 +14%
BA
461
Boston Advisors
Massachusetts
$523K – – –
WSFS
462
Wilmington Savings Fund Society
Delaware
$505K -$90.7K -2,340 -15%
BFM
463
Boston Financial Management
Massachusetts
$501K – – –
SC
464
Savant Capital
Illinois
$501K +$21.9K +564 +5%
TFO
465
Tarbox Family Office
California
$494K – – –
BCA
466
Berman Capital Advisors
Georgia
$487K – – –
AWM
467
AE Wealth Management
Kansas
$482K +$169K +4,356 +54%
PAG
468
Pinnacle Advisory Group
Maryland
$480K -$13.6K -352 -3%
BIM
469
Bridges Investment Management
Nebraska
$476K – – –
SIC
470
Sigma Investment Counselors
Michigan
$475K -$10.8K -280 -2%
CWA
471
Clarus Wealth Advisors
Arizona
$475K +$475K +12,252 New
CCM
472
Condor Capital Management
New Jersey
$466K +$66.4K +1,712 +17%
CCMD
473
Cypress Capital Management (Delaware)
Delaware
$465K – – –
AFG
474
Albion Financial Group
Utah
$464K – – –
HSA
475
HBK Sorce Advisory
Pennsylvania
$459K -$12.3K -316 -3%
17 18
19
20 21