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iShares S&P 500 Growth ETF
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Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
476
Eldridge Investment Advisors
New Hampshire
$458K -$16.1K -416 -3%
OIWM
477
OptiFour Integrated Wealth Management
Virginia
$457K – – –
CFA
478
Carroll Financial Associates
North Carolina
$457K – – –
LFG
479
LifePlan Financial Group
Ohio
$457K +$134K +3,460 +42%
PSF
480
Pacific Sun Financial
California
$457K +$457K +11,800 New
WB
481
WesBanco Bank
West Virginia
$452K +$19.1K +492 +4%
MFW
482
Meristem Family Wealth
Minnesota
$452K +$158K +4,080 +54%
TYCC
483
Texas Yale Capital Corp
Florida
$450K -$135K -3,480 -23%
RPG
484
Risk Paradigm Group
Texas
$448K -$6.82K -176 -1%
ST
485
Sageworth Trust
Pennsylvania
$447K – – –
PAM
486
Palisade Asset Management
Minnesota
$440K – – –
QCG
487
Quadrant Capital Group
Ohio
$439K -$350K -9,108 -44%
FIM
488
Fernwood Investment Management
Massachusetts
$437K – – –
AP
489
Advisor Partners
California
$432K +$179K +4,608 +71%
BRF
490
B. Riley Financial
California
$430K -$592K -15,272 -58%
SWA
491
Sutton Wealth Advisors
Florida
$424K – – –
MCTIC
492
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$414K -$454K – –
FWCM
493
Ferguson Wellman Capital Management
Oregon
$412K +$12.1K +312 +3%
PA
494
Parallel Advisors
California
$411K +$60.4K +1,556 +17%
WTB
495
Washington Trust Bank
Washington
$409K -$15.1K -388 -4%
RC
496
RegentAtlantic Capital
New Jersey
$409K – – –
FRA
497
Front Row Advisors
California
$399K -$4.8K -124 -1%
BBPWM
498
Blue Bell Private Wealth Management
Pennsylvania
$398K +$87.5K +2,260 +28%
NWP
499
Northstar Wealth Partners
Connecticut
$394K +$187K +4,836 +90%
LSA
500
L & S Advisors
California
$389K +$115K +2,956 +42%
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