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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
576
New England Investment & Retirement Group
Massachusetts
$291K +$19.5K +440 +7%
WF
577
Welch & Forbes
Massachusetts
$282K – – –
RVPG
578
Relative Value Partners Group
$282K +$15.3K +344 +6%
FPCP
579
Fort Point Capital Partners
California
$280K – – –
MOS
580
MGO One Seven
Ohio
$280K +$280K +6,336 New
SMFS
581
Squar Milner Financial Services
California
$278K – – –
SPL
582
Smart Portfolios LLC
Washington
$277K – – –
GW
583
GW & Wade
Massachusetts
$277K – – –
NP
584
NorthRock Partners
Minnesota
$273K -$26.8K -604 -9%
VBFG
585
Vishria Bird Financial Group
Tennessee
$271K – – –
IC
586
InterOcean Capital
Illinois
$270K -$284K -6,400 -51%
TWM
587
Titus Wealth Management
California
$268K +$45.1K +1,020 +20%
CIA
588
Capital Investment Advisors
Georgia
$267K -$23K -520 -8%
LJAC
589
L.J. Altfest & Co
New York
$266K – – –
TAM
590
Tocqueville Asset Management
New York
$266K – – –
AC
591
Abbrea Capital
California
$266K – – –
ZF
592
Zhang Financial
Michigan
$266K – – –
MI
593
Moneywise Inc
Virginia
$259K +$709 +16 +0.3%
FNBOO
594
First National Bank of Omaha
Nebraska
$258K +$12K +272 +5%
BFA
595
Beaumont Financial Advisors
Massachusetts
$257K +$26.6K +600 +12%
Fisher Asset Management
596
Fisher Asset Management
Washington
$256K -$52.1K -1,176 -17%
PCA
597
Peddock Capital Advisors
Massachusetts
$255K -$1.24K -28 -0.5%
PL
598
Parthenon LLC
Kentucky
$252K – – –
WIM
599
Westside Investment Management
California
$249K +$194K +8,484 +349%
WJA
600
Williams Jones & Associates
New York
$249K – – –
22 23
24
25 26