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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 %
VCM
526
Virtue Capital Management
Tennessee
$321K +$34.9K +892 +12%
AC
527
Addison Capital
Pennsylvania
$315K – – –
FANJ
528
Financial Architects (New Jersey)
New Jersey
$314K -$54.6K -1,408 -15%
CTA
529
Chesley Taft & Associates
Illinois
$314K – – –
SBWM
530
Sunflower Bank Wealth Management
Arizona
$314K – – –
CWM
531
Connecticut Wealth Management
Connecticut
$312K – – –
VWM
532
Venturi Wealth Management
Texas
$311K -$9.45K -244 -3%
LWAC
533
Laurel Wealth Advisors (California)
California
$311K -$8.21K -212 -3%
Two Sigma Advisers
534
Two Sigma Advisers
New York
$310K -$2.09M -54,000 -87%
HSBC Holdings
535
HSBC Holdings
United Kingdom
$310K – – –
CONA
536
Capital One National Association
New York
$306K – – –
MWAC
537
Mariner Wealth Advisors (Cincinnati)
Ohio
$303K +$619 +16 +0.2%
FPIS
538
Financial Planning & Information Services
Wisconsin
$303K +$8.39K +216 +3%
KWM
539
Kingsview Wealth Management
Oregon
$301K -$8.22K -212 -3%
CNBT
540
Canandaigua National Bank & Trust
New York
$298K +$3.57K +92 +1%
RGIA
541
Rainier Group Investment Advisory
Washington
$297K – – –
SBSB
542
Sullivan, Bruyette, Speros & Blaney
Virginia
$297K – – –
PIM
543
Parker Investment Management
California
$296K -$16.6M -429,400 -98%
SWM
544
SVA Wealth Management
Wisconsin
$296K +$14.2K +396 +5%
BOS
545
Bank of Stockton
California
$294K -$30.9K -800 -10%
PGA
546
Portland Global Advisors
Maine
$294K – – –
DIS
547
Diversified Investment Strategies
Louisiana
$292K – – –
TWM
548
Torch Wealth Management
Ohio
$291K -$20.9K -540 -7%
RRWA
549
Rainey & Randall Wealth Advisors
Florida
$288K +$47.6K +1,228 +20%
VR
550
Viridian RIA
Washington
$288K +$288K +7,428 New
20 21
22
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