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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 %
AWM
501
Altium Wealth Management
New York
$385K +$31K +800 +9%
MSAM
502
Moloney Securities Asset Management
Missouri
$384K -$80.8K -2,084 -17%
CAM
503
Carret Asset Management
New York
$384K +$178K +4,600 +87%
MCM
504
Murphy Capital Management
New Jersey
$372K – – –
SWM
505
Stockman Wealth Management
Montana
$372K – – –
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$370K -$4.65K -120 -1%
CANC
507
Culbertson A N & Co
Virginia
$370K +$14.4K +372 +4%
CPO
508
Cerity Partners OCIO
New York
$369K +$155 +4 +0%
BFG
509
Beacon Financial Group
Texas
$368K – – –
LWM
510
Lenox Wealth Management
Ohio
$362K – – –
VHAM
511
Van Hulzen Asset Management
California
$359K -$9.3K -240 -3%
CAG
512
Crestwood Advisors Group
Massachusetts
$356K -$42.4K -1,092 -11%
BP
513
Ballentine Partners
Massachusetts
$356K +$149K +3,856 +72%
SSB
514
Sandy Spring Bank
Maryland
$353K +$32.8K +844 +10%
EWM
515
Empirical Wealth Management
Washington
$351K -$17K -440 -5%
WCM
516
Wealthcare Capital Management
Virginia
$350K -$18.4K -476 -5%
BSB
517
Bangor Savings Bank
Maine
$346K -$1.86K -48 -0.5%
HCM
518
Hollencrest Capital Management
California
$346K – – –
TA
519
Trellis Advisors
Washington
$345K – – –
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$343K +$14.1K +364 +4%
CW
521
Cobiz Wealth
Colorado
$335K -$10.1K -260 -3%
WP
522
WealthShield Partners
North Carolina
$335K +$188K +4,860 +128%
GEA
523
Glen Eagle Advisors
New Jersey
$334K -$9.3K -240 -3%
Chevy Chase Trust
524
Chevy Chase Trust
Maryland
$333K -$30.2K -780 -8%
BEC
525
Blue Edge Capital
Virginia
$328K – – –
19 20
21
22 23