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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
476
Texas Yale Capital Corp
Florida
$472K – – –
ST
477
Sageworth Trust
Pennsylvania
$468K – – –
HSA
478
HBK Sorce Advisory
Pennsylvania
$465K -$16.6K -408 -3%
QCG
479
Quadrant Capital Group
Ohio
$461K – – –
PWA
480
Providence Wealth Advisors
Illinois
$459K +$459K +11,300 New
FIM
481
Fernwood Investment Management
Massachusetts
$458K – – –
WP
482
WealthShield Partners
North Carolina
$456K +$104K +2,540 +29%
AP
483
Advisor Partners
California
$453K – – –
AIA
484
Arbor Investment Advisors
North Carolina
$451K +$451K +11,096 New
SWA
485
Sutton Wealth Advisors
Florida
$444K – – –
AFG
486
Albion Financial Group
Utah
$443K -$43.9K -1,080 -9%
BBPWM
487
Blue Bell Private Wealth Management
Pennsylvania
$443K +$238K +11,920 +116%
OIWM
488
OptiFour Integrated Wealth Management
Virginia
$441K -$38.6K -948 -8%
MCM
489
Murphy Capital Management
New Jersey
$441K +$51.8K +1,276 +13%
CAM
490
Carret Asset Management
New York
$440K +$36.6K +900 +9%
RRWA
491
Rainey & Randall Wealth Advisors
Florida
$440K +$138K +3,380 +45%
MCTIC
492
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$434K -$414K – –
RC
493
RegentAtlantic Capital
New Jersey
$429K – – –
WTB
494
Washington Trust Bank
Washington
$428K – – –
CWS
495
Cypress Wealth Services
California
$424K +$424K +10,436 New
CCM
496
Condor Capital Management
New Jersey
$413K -$75.3K -1,852 -15%
CAG
497
Crestwood Advisors Group
Massachusetts
$413K +$21.8K +512 +6%
CPO
498
Cerity Partners OCIO
New York
$410K +$22.5K +552 +6%
LSA
499
L & S Advisors
California
$404K -$3.58K -88 -0.9%
CT
500
Cambridge Trust
Massachusetts
$403K -$182K -4,468 -31%
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