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iShares S&P 500 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
476
Redhawk Wealth Advisors
Minnesota
$695K +$132K +3,072 +24%
Lazard Asset Management
477
Lazard Asset Management
New York
$694K – – –
JWM
478
JGP Wealth Management
Oregon
$691K +$179K +4,164 +35%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$689K -$64.1K -1,488 -9%
NCM
480
Neumann Capital Management
California
$689K – – –
RW
481
REDW Wealth
New Mexico
$687K – – –
TF
482
Trek Financial
Arizona
$683K -$1.05M -24,400 -61%
HCM
483
HMS Capital Management
Tennessee
$681K -$8.1K -188 -1%
MWM
484
Mission Wealth Management
California
$680K -$10.3K -240 -1%
CCT
485
Capital City Trust
Florida
$674K – – –
BAAM
486
Baker Avenue Asset Management
California
$670K – – –
CWS
487
Cypress Wealth Services
California
$670K +$106K +2,448 +19%
ESB
488
Essex Savings Bank
Connecticut
$661K +$615K +14,264 +1,331%
AFA
489
American Financial Advisors
Georgia
$658K -$474K -11,024 -42%
WAM
490
Wolverine Asset Management
Illinois
$657K +$634K +14,720 +2,706%
SIA
491
Starfire Investment Advisers
Michigan
$654K -$75.8K -1,760 -10%
SC
492
Savant Capital
Illinois
$652K +$172 +4 +0%
PFS
493
Prospera Financial Services
Texas
$650K +$388K +8,852 +148%
S
494
SignatureFD
Georgia
$644K – – –
AFNAS
495
American Financial Network Advisory Services
California
$641K -$114K -2,668 -15%
PFM
496
Parsec Financial Management
North Carolina
$637K +$36.2K +840 +6%
CMP
497
Courage Miller Partners
Virginia
$634K -$2.76K -64 -0.4%
DY
498
Dowling & Yahnke
California
$624K -$16.4K -380 -3%
CB
499
Community Bank
New York
$622K +$2.58K +60 +0.4%
GFP
500
Gryphon Financial Partners
Ohio
$617K – – –
18 19
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