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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 %
BA
501
Boston Advisors
Massachusetts
$616K +$43.1K +1,000 +8%
RPC
502
Rossmore Private Capital
Connecticut
$615K +$615K +14,264 New
TSS
503
Two Sigma Securities
New York
$615K +$615K +14,268 New
FC
504
Ferris Capital
Massachusetts
$610K – – –
LFG
505
LifePlan Financial Group
Ohio
$609K -$10.2K -236 -2%
LNC
506
Lincoln National Corp
Pennsylvania
$607K +$157K +3,652 +35%
TFGT
507
TS Financial Group (TSFG)
Illinois
$602K +$602K +13,976 New
MWA
508
Martel Wealth Advisors
Washington
$600K -$3.62K -84 -0.6%
BS
509
Boenning & Scattergood
Pennsylvania
$599K +$171K +3,968 +40%
JWBC
510
J.W. Burns & Co
New York
$597K -$17.2K -400 -3%
NDSI
511
Newman Dignan & Sheerar Inc
Rhode Island
$596K -$10.2K -236 -2%
CAM
512
Cubic Asset Management
Massachusetts
$595K – – –
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K – – –
AWM
514
Altium Wealth Management
New York
$582K +$5.17K +120 +0.9%
WIC
515
Whitegate Investment Counselors
New Hampshire
$579K -$15.4K -356 -3%
AIA
516
Arbor Investment Advisors
North Carolina
$578K +$99.8K +2,316 +21%
JFG
517
JMG Financial Group
Illinois
$569K -$54.3K -1,260 -9%
HSA
518
HBK Sorce Advisory
Pennsylvania
$563K +$69K +1,600 +14%
WP
519
WealthShield Partners
North Carolina
$561K -$217K -5,040 -28%
KWM
520
Kingsview Wealth Management
Oregon
$560K +$106K +2,448 +23%
TI
521
Truepoint Inc
Ohio
$559K – – –
RMCM
522
Reynders McVeigh Capital Management
Massachusetts
$554K -$103K -2,400 -16%
MSAM
523
Moloney Securities Asset Management
Missouri
$554K -$58.6K -1,360 -10%
CA
524
Calton & Associates
Florida
$553K +$308K +7,160 +126%
FCFS
525
First Command Financial Services
Texas
$551K +$264K +6,116 +92%
19 20
21
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