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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 %
MCM
576
Murphy Capital Management
New Jersey
$380K -$22.3K -592 -6%
CPO
577
Cerity Partners OCIO
New York
$378K -$1.81K -48 -0.5%
PA
578
Pinnacle Associates
New York
$378K – – –
SWM
579
Stockman Wealth Management
Montana
$377K +$15.7K +416 +4%
GEA
580
Glen Eagle Advisors
New Jersey
$375K +$4.67K +124 +1%
BS
581
Boenning & Scattergood
Pennsylvania
$374K +$11.5K +304 +3%
CT
582
Cambridge Trust
Massachusetts
$373K – – –
WIA
583
World Investment Advisors
California
$369K +$369K +9,100 New
GIA
584
Gladstone Institutional Advisory
Florida
$369K +$369K +9,784 New
CCB
585
Cutter & Co Brokerage
Missouri
$365K +$13.7K +364 +4%
FNBOSM
586
First National Bank of South Miami
Florida
$365K +$365K +9,032 New
AAP
587
Arax Advisory Partners
Colorado
$359K -$433K -11,496 -55%
CANC
588
Culbertson A N & Co
Virginia
$359K – – –
LWM
589
Lenox Wealth Management
Ohio
$358K +$5.72K +152 +2%
RWP
590
RWA Wealth Partners
Massachusetts
$355K +$355K +9,436 New
VHAM
591
Van Hulzen Asset Management
California
$354K +$13.4K +356 +4%
BCWM
592
Bartlett & Co Wealth Management
Ohio
$353K -$183K -4,860 -34%
BC
593
Bartlett & Co
Ohio
$353K -$183K -4,860 -34%
WSTAM
594
Wilbanks Smith & Thomas Asset Management
Virginia
$347K -$9.05K -240 -3%
MWM
595
Modera Wealth Management
New Jersey
$345K -$74.2K -1,972 -18%
CAG
596
Crestwood Advisors Group
Massachusetts
$345K -$6.02K -160 -2%
Chevy Chase Trust
597
Chevy Chase Trust
Maryland
$345K – – –
OCG
598
Opus Capital Group
Ohio
$344K – – –
CA
599
Claro Advisors
Massachusetts
$342K +$342K +7,712 New
NWP
600
Northstar Wealth Partners
Connecticut
$342K +$342K +9,068 New
22 23
24
25 26