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iShares S&P 500 Growth ETF
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Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
People's United Financial
Connecticut
+$72.9M
2
CWM
Connecticut Wealth Management
Connecticut
+$30.2M
3
PIM
Parker Investment Management
California
+$21.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$77.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$41.3M
4
Morgan Stanley
Morgan Stanley
New York
-$37.6M
5
Wells Fargo
Wells Fargo
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
476
JGP Wealth Management
Oregon
$758K +$40K +892 +6%
PWM
477
Perigon Wealth Management
California
$756K +$401K +8,952 +113%
GMA
478
Goldstein Munger & Associates
California
$753K – – –
KAH
479
Kathryn A. Hall
$742K +$742K +16,556 New
BAAM
480
Baker Avenue Asset Management
California
$730K +$33.3K +744 +5%
OWD
481
Osborn Williams & Donohoe
Ohio
$729K – – –
VF
482
Virtu Financial
New York
$729K +$729K +16,260 New
CA
483
Cornerstone Advisory
Maryland
$724K -$3.22K -72 -0.4%
MWM
484
Mission Wealth Management
California
$724K +$17.7K +396 +3%
CFGS
485
Concourse Financial Group Securities
Alabama
$722K -$62.5K -1,396 -8%
BOTW
486
Bank of the West
California
$722K -$19.7K -440 -3%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$717K – – –
CCT
488
Capital City Trust
Florida
$716K +$15.2K +340 +2%
RW
489
REDW Wealth
New Mexico
$715K – – –
HCM
490
HMS Capital Management
Tennessee
$708K – – –
TF
491
Trek Financial
Arizona
$705K -$4.66K -104 -0.7%
SC
492
Savant Capital
Illinois
$692K +$13.4K +300 +2%
SPIA
493
Strategic Point Investment Advisors
Rhode Island
$690K -$229K -5,120 -25%
AFA
494
American Financial Advisors
Georgia
$681K -$3.94K -88 -0.6%
SIA
495
Starfire Investment Advisers
Michigan
$680K – – –
NCM
496
Neumann Capital Management
California
$678K -$39.5K -880 -6%
ATFA
497
All Terrain Financial Advisors
Minnesota
$674K -$220K -4,904 -25%
JHCP
498
Jackson Hole Capital Partners
Oklahoma
$673K +$325K +7,260 +93%
S
499
SignatureFD
Georgia
$671K +$717 +16 +0.1%
LFG
500
LifePlan Financial Group
Ohio
$666K +$33.5K +748 +5%
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