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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 %
DSC
451
Duncker Streett & Co
Missouri
$722K -$58.3K -1,548 -7%
HCMNY
452
Howard Capital Management (New York)
New York
$721K -$26.4K -700 -4%
IIC
453
Integrated Investment Consultants
Michigan
$713K +$156K +4,152 +28%
NEPWA
454
New England Private Wealth Advisors
Massachusetts
$711K -$199K -5,292 -22%
AI
455
Accredited Investors
Minnesota
$711K -$10.9K -288 -2%
BP
456
Ballentine Partners
Massachusetts
$695K -$94.1K -2,496 -12%
FPFS
457
First Personal Financial Services
North Carolina
$694K +$101K +2,684 +17%
JFA
458
JNBA Financial Advisors
Minnesota
$694K +$670K +17,788 +2,779%
MA
459
MONECO Advisors
Connecticut
$693K +$693K +18,396 New
HCP
460
Holt Capital Partners
Texas
$688K – – –
WP
461
WealthShield Partners
North Carolina
$680K +$82.5K +2,192 +14%
KIG
462
Kessler Investment Group
Indiana
$678K -$9.64K -256 -1%
CFGS
463
Concourse Financial Group Securities
Alabama
$676K -$167K -4,432 -20%
AFNAS
464
American Financial Network Advisory Services
California
$666K -$59.3K -1,576 -8%
ATFA
465
All Terrain Financial Advisors
Minnesota
$666K -$10.5K -280 -2%
BOPW
466
Brandywine Oak Private Wealth
Pennsylvania
$666K +$666K +17,704 New
KPCM
467
Kings Point Capital Management
New York
$664K – – –
NFG
468
NewFocus Financial Group
Washington
$663K -$99.6K -2,644 -13%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$658K -$144K -3,824 -18%
SBH
470
Segall Bryant & Hamill
Illinois
$658K +$277K +7,348 +73%
HCC
471
Hirtle Callaghan & Co
Pennsylvania
$658K +$658K +17,456 New
RCAG
472
Rehmann Capital Advisory Group
Michigan
$657K -$18.8M -499,372 -97%
WAM
473
Wallington Asset Management
Indiana
$648K – – –
SWA
474
SFMG Wealth Advisors
Texas
$640K – – –
SIA
475
Starfire Investment Advisers
Michigan
$638K -$119K -3,148 -16%
17 18
19
20 21