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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 %
ST
551
Sageworth Trust
Pennsylvania
$470K – – –
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$467K -$225K -5,232 -33%
LC
553
Lindbrook Capital
California
$467K – – –
OIWM
554
OptiFour Integrated Wealth Management
Virginia
$467K – – –
RRWA
555
Rainey & Randall Wealth Advisors
Florida
$466K – – –
HR
556
Hayden Royal
North Carolina
$459K -$270K -6,260 -37%
BBPWM
557
Blue Bell Private Wealth Management
Pennsylvania
$459K -$1.42K -68 -0.3%
RC
558
RegentAtlantic Capital
New Jersey
$457K +$2.59K +60 +0.6%
FWCM
559
Ferguson Wellman Capital Management
Oregon
$453K – – –
VWM
560
Valley Wealth Managers
New Jersey
$452K +$452K +10,484 New
OC
561
Oakworth Capital
Alabama
$449K -$160K -3,712 -26%
AFG
562
Albion Financial Group
Utah
$448K – – –
RSWM
563
Robertson Stephens Wealth Management
California
$445K – – –
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$440K -$3.66M -85,008 -89%
SBH
565
Segall Bryant & Hamill
Illinois
$437K -$317K -7,348 -42%
BIM
566
Bridges Investment Management
Nebraska
$436K -$51.7K -1,200 -11%
CPO
567
Cerity Partners OCIO
New York
$433K +$345 +8 +0.1%
SWM
568
Stockman Wealth Management
Montana
$432K – – –
AIC
569
Archer Investment Corporation
Indiana
$432K +$401K +9,292 +1,283%
KCM
570
Karp Capital Management
California
$431K +$262K +6,080 +155%
PAG
571
Pinnacle Advisory Group
Maryland
$424K -$37.9K -880 -8%
CIA
572
Capital Investment Advisors
Georgia
$422K +$36.2K +840 +9%
GEA
573
Glen Eagle Advisors
New Jersey
$418K -$10.7K -248 -2%
CFA
574
Carroll Financial Associates
North Carolina
$417K -$19.4K -452 -4%
LSPW
575
Lake Street Private Wealth
Illinois
$416K +$416K +9,644 New
21 22
23
24 25