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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 %
CFA
451
Carroll Financial Associates
North Carolina
$549K +$69.9K +1,720 +15%
PFS
452
Prospera Financial Services
Texas
$543K -$638K -15,600 -54%
WIC
453
Whitegate Investment Counselors
New Hampshire
$542K -$27.3K -672 -5%
BA
454
Boston Advisors
Massachusetts
$541K -$8.14K -200 -1%
BRF
455
B. Riley Financial
California
$539K +$73.8K +1,760 +16%
LFG
456
LifePlan Financial Group
Ohio
$537K +$57.9K +1,424 +12%
TIA
457
Tiemann Investment Advisors
California
$532K -$45.7K -1,124 -8%
FWCM
458
Ferguson Wellman Capital Management
Oregon
$529K +$97.4K +2,396 +23%
AWM
459
Altium Wealth Management
New York
$529K +$125K +3,076 +31%
VC
460
Vicus Capital
Pennsylvania
$525K -$103K -2,548 -16%
BFM
461
Boston Financial Management
Massachusetts
$525K – – –
SC
462
Savant Capital
Illinois
$524K -$1.14K -28 -0.2%
VWM
463
Venturi Wealth Management
Texas
$522K +$176K +4,096 +51%
TFO
464
Tarbox Family Office
California
$518K – – –
SSB
465
Sandy Spring Bank
Maryland
$516K +$147K +3,608 +40%
BCA
466
Berman Capital Advisors
Georgia
$510K – – –
IC
467
InterOcean Capital
Illinois
$508K +$508K +12,492 New
PSF
468
Pacific Sun Financial
California
$502K -$5.16K -120 -1%
SIC
469
Sigma Investment Counselors
Michigan
$498K – – –
BIM
470
Bridges Investment Management
Nebraska
$493K -$6.51K -160 -1%
EIA
471
Eldridge Investment Advisors
New Hampshire
$493K +$12.2K +300 +3%
CCMD
472
Cypress Capital Management (Delaware)
Delaware
$488K – – –
PA
473
Parallel Advisors
California
$487K +$56.9K +1,400 +13%
CWA
474
Clarus Wealth Advisors
Arizona
$475K – – –
MFW
475
Meristem Family Wealth
Minnesota
$474K – – –
17 18
19
20 21