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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
451
Martel Wealth Advisors
Washington
$629K +$629K +14,200 New
PAMG
452
Patton Albertson Miller Group
Tennessee
$628K – – –
FC
453
Ferris Capital
Massachusetts
$627K – – –
BSW
454
Buckingham Strategic Wealth
Missouri
$626K -$217K -4,904 -26%
Millennium Management
455
Millennium Management
New York
$621K -$2.79M -63,004 -82%
NDSI
456
Newman Dignan & Sheerar Inc
Rhode Island
$619K – – –
AWM
457
Altium Wealth Management
New York
$609K +$32.2K +728 +6%
CFA
458
Carroll Financial Associates
North Carolina
$606K +$7.97K +180 +1%
LFG
459
LifePlan Financial Group
Ohio
$605K +$19.9K +448 +3%
PFM
460
Parsec Financial Management
North Carolina
$604K -$85K -1,920 -12%
WIC
461
Whitegate Investment Counselors
New Hampshire
$600K +$9.04K +204 +2%
RWA
462
Redhawk Wealth Advisors
Minnesota
$600K +$600K +13,540 New
BA
463
Boston Advisors
Massachusetts
$589K – – –
VC
464
Vicus Capital
Pennsylvania
$584K +$11.2K +252 +2%
GP
465
Girard Partners
Pennsylvania
$570K -$48.7K -1,100 -8%
SBWM
466
Sunflower Bank Wealth Management
Arizona
$569K +$210K +4,740 +59%
TIA
467
Tiemann Investment Advisors
California
$566K -$13.3K -300 -2%
VCM
468
Virtue Capital Management
Tennessee
$566K +$284K +6,416 +101%
TFO
469
Tarbox Family Office
California
$564K – – –
SSB
470
Sandy Spring Bank
Maryland
$563K – – –
BCA
471
Berman Capital Advisors
Georgia
$556K – – –
VWM
472
Venturi Wealth Management
Texas
$539K – – –
OCM
473
Orser Capital Management
Texas
$539K +$539K +12,948 New
SIC
474
Sigma Investment Counselors
Michigan
$538K -$4.78K -108 -0.9%
BIM
475
Bridges Investment Management
Nebraska
$537K – – –
17 18
19
20 21