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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 %
VR
501
Viridian RIA
Washington
$557K +$557K +14,812 New
CMP
502
Courage Miller Partners
Virginia
$556K +$13.2K +352 +2%
JFG
503
JMG Financial Group
Illinois
$545K – – –
FIA
504
Foundations Investment Advisors
Arizona
$544K +$544K +13,264 New
Koshinski Asset Management
505
Koshinski Asset Management
Illinois
$543K +$3.01K +80 +0.6%
VWM
506
Venturi Wealth Management
Texas
$543K +$99.1K +2,708 +22%
CB
507
Community Bank
New York
$542K +$388K +10,300 +252%
LFG
508
LifePlan Financial Group
Ohio
$541K +$26.7K +708 +5%
GFP
509
Gryphon Financial Partners
Ohio
$539K – – –
JWBC
510
J.W. Burns & Co
New York
$537K -$43K -1,140 -7%
MSAM
511
Moloney Securities Asset Management
Missouri
$536K -$14.8K -392 -3%
FC
512
Ferris Capital
Massachusetts
$533K – – –
OC
513
Oakworth Capital
Alabama
$532K -$9.33K -248 -2%
RWA
514
Redhawk Wealth Advisors
Minnesota
$531K -$19.7K -484 -4%
MWA
515
Martel Wealth Advisors
Washington
$527K -$7.38K -196 -1%
PFM
516
Parsec Financial Management
North Carolina
$525K +$11K +292 +2%
CAM
517
Cubic Asset Management
Massachusetts
$520K -$37.7K -1,000 -7%
WIC
518
Whitegate Investment Counselors
New Hampshire
$519K +$9.04K +240 +2%
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$511K +$511K +13,572 New
CFG
520
Cooper Financial Group
California
$508K +$508K +13,492 New
AWM
521
Altium Wealth Management
New York
$505K -$13.4K -356 -3%
BA
522
Boston Advisors
Massachusetts
$501K – – –
PPP
523
Private Portfolio Partners
New Jersey
$499K +$499K +13,260 New
PAMG
524
Patton Albertson Miller Group
Tennessee
$498K -$144K -3,540 -22%
CWS
525
Cypress Wealth Services
California
$493K +$103K +2,744 +27%
19 20
21
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