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iShares S&P 500 Growth ETF
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Overview Fund Activity

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$806M
2
Stifel Financial
Stifel Financial
Missouri
$336M
3
LPL Financial
LPL Financial
California
$428M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$62.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$978M
2
HNB
Huntington National Bank
Ohio
$76.9M
3
PIM
Parker Investment Management
California
$48.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.27M
5
Morgan Stanley
Morgan Stanley
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$99.7M +$2.33M +51,872 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$98.7M +$356K +7,920 +0.4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$93.6M – – –
US Bancorp
29
US Bancorp
Minnesota
$87.5M +$660K +14,664 +0.8%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$82.8M +$1.85M +41,128 +2%
KeyBank National Association
31
KeyBank National Association
Ohio
$81.3M -$6.07M -134,872 -7%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$79.9M +$7.23M +160,604 +10%
HNB
33
Huntington National Bank
Ohio
$76.9M -$81.3M – –
SL
34
Salomon & Ludwin
Virginia
$76.1M -$746K -16,564 -1%
VA
35
Valmark Advisers
Ohio
$73.4M -$1.24M -27,596 -2%
PSUF
36
People's United Financial
Connecticut
$71.8M -$3.39M -75,400 -5%
CC
37
Courier Capital
New York
$64.5M -$8.87M -200,900 -12%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.2M – – –
Lido Advisors
39
Lido Advisors
California
$63.7M +$1.85M +41,112 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$62.6M +$20.3M +450,448 +48%
Mariner
41
Mariner
Kansas
$58.6M +$11.8M +261,380 +25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$56M +$1.27M +28,296 +2%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$49.1M +$1.41M +31,396 +3%
UCFA
44
United Capital Financial Advisors
Texas
$48.9M -$1.99M -44,244 -4%
PIM
45
Parker Investment Management
California
$48.4M -$46.7M -1,037,000 -49%
SPC
46
Sigma Planning Corp
Michigan
$48M +$4.58M +101,696 +11%
SEI Investments
47
SEI Investments
Pennsylvania
$47.9M -$1.86M -20,228 -4%
FHB
48
First Hawaiian Bank
Hawaii
$43.4M -$1.92M -42,656 -4%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$40.7M -$2.04M -45,264 -5%
SB
50
Suntrust Banks
Georgia
$40.4M +$434K +9,652 +1%
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