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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 %
QCG
551
Quadrant Capital Group
Ohio
$426K – – –
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$425K +$425K +11,308 New
Renaissance Technologies
553
Renaissance Technologies
New York
$422K +$422K +11,200 New
PWA
554
Providence Wealth Advisors
Illinois
$421K – – –
AIA
555
Arbor Investment Advisors
North Carolina
$418K – – –
FRA
556
Front Row Advisors
California
$412K – – –
SWA
557
Sutton Wealth Advisors
Florida
$412K – – –
ST
558
Sageworth Trust
Pennsylvania
$411K -$23.4K -620 -5%
OIWM
559
OptiFour Integrated Wealth Management
Virginia
$408K – – –
LC
560
Lindbrook Capital
California
$408K +$408K +10,856 New
RRWA
561
Rainey & Randall Wealth Advisors
Florida
$407K – – –
PAG
562
Pinnacle Advisory Group
Maryland
$404K – – –
BBPWM
563
Blue Bell Private Wealth Management
Pennsylvania
$403K – – –
MMHP
564
Murphy Middleton Hinkle & Parker
Georgia
$400K +$92.9K +2,464 +30%
AC
565
Alexandria Capital
Virginia
$400K +$224K +5,960 +128%
MCTIC
566
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$399K -$469K – –
RC
567
RegentAtlantic Capital
New Jersey
$397K -$234K -6,228 -37%
KWM
568
Kingsview Wealth Management
Oregon
$397K -$31.3K -832 -7%
FWCM
569
Ferguson Wellman Capital Management
Oregon
$396K -$2.86K -76 -0.7%
LNC
570
Lincoln National Corp
Pennsylvania
$393K -$394K -10,456 -50%
AFG
571
Albion Financial Group
Utah
$392K – – –
MOS
572
MGO One Seven
Ohio
$391K +$153K +4,060 +64%
RSWM
573
Robertson Stephens Wealth Management
California
$389K +$389K +10,328 New
CFA
574
Carroll Financial Associates
North Carolina
$387K -$135K -3,548 -26%
WTB
575
Washington Trust Bank
Washington
$384K – – –
21 22
23
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