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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 %
HR
476
Hayden Royal
North Carolina
$637K +$637K +16,916 New
BCI
477
Brinker Capital Investments
Pennsylvania
$635K +$433K +11,492 +214%
GMA
478
Goldstein Munger & Associates
California
$633K – – –
SWM
479
SeaCrest Wealth Management
New York
$628K -$7.39K -196 -1%
MPM
480
Meritage Portfolio Management
Kansas
$625K +$625K +16,600 New
CIA
481
Choate Investment Advisors
Massachusetts
$621K +$621K +16,492 New
DY
482
Dowling & Yahnke
California
$614K -$3.3K -80 -0.5%
Lazard Asset Management
483
Lazard Asset Management
New York
$607K – – –
TNBTD
484
Trustmark National Bank Trust Department
Mississippi
$606K +$17K +452 +3%
DA
485
DSC Advisors
Illinois
$603K -$2.12M -56,200 -78%
MWM
486
Mission Wealth Management
California
$603K -$13.6K -360 -2%
NCM
487
Neumann Capital Management
California
$603K – – –
OWD
488
Osborn Williams & Donohoe
Ohio
$602K – – –
HCM
489
HMS Capital Management
Tennessee
$602K +$7.08K +188 +1%
RW
490
REDW Wealth
New Mexico
$601K -$13.4K -356 -2%
BOTW
491
Bank of the West
California
$599K -$241K -6,400 -29%
FWM
492
Focused Wealth Management
New York
$590K -$23.3K -620 -4%
CCT
493
Capital City Trust
Florida
$589K – – –
BAAM
494
Baker Avenue Asset Management
California
$586K -$2.32M -61,688 -80%
Prudential Financial
495
Prudential Financial
New Jersey
$579K +$305K +8,100 +111%
RMCM
496
Reynders McVeigh Capital Management
Massachusetts
$575K – – –
SC
497
Savant Capital
Illinois
$570K +$30.9K +820 +6%
S
498
SignatureFD
Georgia
$563K – – –
TF
499
TimeScale Financial
Massachusetts
$563K +$563K +14,936 New
BSW
500
Buckingham Strategic Wealth
Missouri
$562K +$29.4K +780 +6%
18 19
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