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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 %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$80.2M -$13.5M -358,916 -14%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$77.7M +$4.46M +118,452 +6%
RFC
28
Regions Financial Corp
Alabama
$74.6M +$10.8M +286,536 +17%
VA
29
Valmark Advisers
Ohio
$69.6M -$2.67M -70,964 -4%
HNB
30
Huntington National Bank
Ohio
$69.3M -$79.5M – –
KeyBank National Association
31
KeyBank National Association
Ohio
$68.3M -$1.97M -52,264 -3%
US Bancorp
32
US Bancorp
Minnesota
$66.5M +$6.95M +184,428 +12%
SL
33
Salomon & Ludwin
Virginia
$62.7M +$62.7M +1,663,280 New
CC
34
Courier Capital
New York
$62.6M -$564K -14,968 -0.9%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.2M -$498K -13,228 -0.8%
UCFA
36
United Capital Financial Advisors
Texas
$58M +$668K +17,724 +1%
Lido Advisors
37
Lido Advisors
California
$53.5M +$7.54M +200,200 +16%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$45.7M +$7.23M +191,908 +19%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$44.1M -$29.8M -790,496 -40%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$41.9M -$75.9M -2,013,720 -64%
FHB
41
First Hawaiian Bank
Hawaii
$40.1M -$377K -9,996 -0.9%
LI
42
LVZ Inc
Michigan
$38.6M +$573K +15,216 +2%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$35.4M -$1.57M -41,644 -4%
1IA
44
1834 Investment Advisors
Wisconsin
$34.8M +$189K +5,020 +0.5%
Mariner
45
Mariner
Kansas
$34.8M +$4.19M +111,308 +14%
MMA
46
Miracle Mile Advisors
California
$34.3M -$88.3K -2,344 -0.3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$34.2M -$736K -19,528 -2%
SB
48
Suntrust Banks
Georgia
$33M +$3.69M +98,092 +13%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$28.5M +$6.24M +165,760 +28%
SPC
50
Sigma Planning Corp
Michigan
$28.2M -$7.36M -195,372 -21%
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