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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 %
FCB
526
First Command Bank
Texas
$551K +$264K +6,116 +92%
TFO
527
Tarbox Family Office
California
$549K – – –
FWM
528
Focused Wealth Management
New York
$544K -$131K -3,044 -19%
TIA
529
Tiemann Investment Advisors
California
$544K -$517 -12 -0.1%
BCA
530
Berman Capital Advisors
Georgia
$541K – – –
PAMG
531
Patton Albertson Miller Group
Tennessee
$528K – – –
CCM
532
Condor Capital Management
New Jersey
$526K +$19.5K +452 +4%
SIC
533
Sigma Investment Counselors
Michigan
$524K – – –
EIA
534
Eldridge Investment Advisors
New Hampshire
$519K – – –
CCMD
535
Cypress Capital Management (Delaware)
Delaware
$517K – – –
RMDI
536
R.M. Davis Inc
Maine
$517K +$517K +12,004 New
BFM
537
Boston Financial Management
Massachusetts
$516K – – –
JGC
538
J. Goldman & Co
New York
$514K +$162K +3,764 +46%
VR
539
Viridian RIA
Washington
$512K -$125K -2,912 -20%
PA
540
Pinnacle Associates
New York
$508K +$75.3K +1,748 +17%
SSB
541
Sandy Spring Bank
Maryland
$505K -$37.1K -860 -7%
SSW
542
Smith Shellnut Wilson
Mississippi
$493K +$493K +11,440 New
FIM
543
Fernwood Investment Management
Massachusetts
$492K – – –
PWA
544
Providence Wealth Advisors
Illinois
$491K – – –
QCG
545
Quadrant Capital Group
Ohio
$489K – – –
WSFS
546
Wilmington Savings Fund Society
Delaware
$482K -$13.8K -320 -3%
MMHP
547
Murphy Middleton Hinkle & Parker
Georgia
$480K +$23.1K +536 +5%
AP
548
Arlington Partners
Alabama
$480K +$480K +11,148 New
CFG
549
Cooper Financial Group
California
$474K -$108K -2,504 -19%
SWA
550
Sutton Wealth Advisors
Florida
$471K – – –
20 21
22
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