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iShares S&P 500 Growth ETF
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Overview Fund Activity

704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+86
Holders Change %
+13.92%
% of All Funds
15.99%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.86%
New
119
Increased
190
Reduced
250
Closed
27
Calls
$3.96M
Puts
$2.03M
Net Calls
+$1.93M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.2M
2
BlackRock
BlackRock
New York
+$25.2M
3
Bank of America
Bank of America
North Carolina
+$23.2M
4
Goldman Sachs
Goldman Sachs
New York
+$22.6M
5
Stifel Financial
Stifel Financial
Missouri
+$17.1M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$184M
2
VA
Valmark Advisers
Ohio
-$169M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$85.4M
5
HNB
Huntington National Bank
Ohio
-$66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
526
Sullivan, Bruyette, Speros & Blaney
Virginia
$292K -$39.5K -1,036 -12%
FPIS
527
Financial Planning & Information Services
Wisconsin
$290K -$20.5K -536 -7%
PGA
528
Portland Global Advisors
Maine
$290K -$4.58K -120 -2%
CNBT
529
Canandaigua National Bank & Trust
New York
$290K +$11.9K +312 +4%
DWM
530
Darwin Wealth Management
Florida
$289K +$289K +7,556 New
MFW
531
Meristem Family Wealth
Minnesota
$289K +$289K +7,576 New
DIS
532
Diversified Investment Strategies
Louisiana
$288K – – –
GTAM
533
Global Trust Asset Management
Florida
$287K +$287K +7,524 New
GLA
534
Good Life Advisors
Pennsylvania
$286K +$22.6K +572 +9%
VCM
535
Virtue Capital Management
Tennessee
$279K +$279K +7,312 New
WF
536
Welch & Forbes
Massachusetts
$279K +$279K +7,320 New
MCM
537
Mengis Capital Management
Oregon
$277K – – –
MM
538
Meridian Management
Arkansas
$275K – – –
RCA
539
Rex Capital Advisors
Rhode Island
$274K – – –
PWM
540
Perigon Wealth Management
California
$272K -$52.2K -1,368 -16%
RVPG
541
Relative Value Partners Group
$271K +$611 +16 +0.2%
MMHP
542
Murphy Middleton Hinkle & Parker
Georgia
$271K +$271K +7,088 New
LSA
543
L & S Advisors
California
$270K -$183K -4,796 -40%
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$267K +$35.3K +924 +15%
AP
545
Advisor Partners
California
$265K +$11.8K +292 +5%
CSM
546
CAMG Solamere Management
North Carolina
$265K +$265K +6,948 New
WJA
547
Williams Jones & Associates
New York
$264K -$1.98K -52 -0.7%
CG
548
Corundum Group
Colorado
$264K – – –
SMFS
549
Squar Milner Financial Services
California
$262K +$262K +6,364 New
Calamos Advisors
550
Calamos Advisors
Illinois
$262K +$262K +6,872 New
20 21
22
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