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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Murphy Capital Management
New Jersey
$473K -$7.96K -180 -2%
FWCM
502
Ferguson Wellman Capital Management
Oregon
$469K -$107K -2,420 -19%
MCTIC
503
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$469K -$434K – –
AP
504
Advisor Partners
California
$461K -$32.4K -732 -7%
AFG
505
Albion Financial Group
Utah
$461K -$22K -496 -5%
CWS
506
Cypress Wealth Services
California
$459K -$3.72K -84 -0.8%
WTB
507
Washington Trust Bank
Washington
$452K -$15.1K -340 -3%
G
508
GenTrust
Florida
$452K +$452K +10,200 New
SBH
509
Segall Bryant & Hamill
Illinois
$448K -$194K -4,372 -30%
CPO
510
Cerity Partners OCIO
New York
$447K +$886 +20 +0.2%
PA
511
Pinnacle Associates
New York
$445K +$21.6K +488 +5%
PWPS
512
Pinnacle Wealth Planning Services
Ohio
$443K -$551K -12,432 -55%
CT
513
Cambridge Trust
Massachusetts
$439K – – –
GEA
514
Glen Eagle Advisors
New Jersey
$435K +$1.24K +28 +0.3%
CW
515
Cobiz Wealth
Colorado
$434K +$18.1K +408 +4%
BS
516
Boenning & Scattergood
Pennsylvania
$426K -$6.55K -148 -2%
SWM
517
Stockman Wealth Management
Montana
$425K – – –
CANC
518
Culbertson A N & Co
Virginia
$423K – – –
WSFS
519
Wilmington Savings Fund Society
Delaware
$421K +$26.9K +608 +7%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$418K -$1.77K -40 -0.4%
LWM
521
Lenox Wealth Management
Ohio
$416K – – –
CAG
522
Crestwood Advisors Group
Massachusetts
$413K -$15.9K -360 -4%
CCB
523
Cutter & Co Brokerage
Missouri
$413K +$181K +4,088 +78%
LWAC
524
Laurel Wealth Advisors (California)
California
$412K +$56.6K +1,280 +16%
WB
525
WesBanco Bank
West Virginia
$408K +$5.67K +128 +1%
19 20
21
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