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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 %
EWM
601
Empirical Wealth Management
Washington
$341K – – –
WCM
602
Wealthcare Capital Management
Virginia
$340K -$2.56K -68 -0.7%
HCM
603
Hollencrest Capital Management
California
$337K – – –
CIA
604
Capital Investment Advisors
Georgia
$337K +$110K +2,912 +48%
CFS
605
CRA Financial Services
New Jersey
$330K +$330K +8,760 New
SFG
606
SNS Financial Group
Minnesota
$329K +$25.8K +684 +9%
BPWA
607
Beacon Pointe Wealth Advisors
California
$328K +$328K +8,712 New
TA
608
Trellis Advisors
Washington
$327K – – –
FDS
609
Freedom Day Solutions
Texas
$326K +$16.1K +428 +5%
CP
610
Covenant Partners
Tennessee
$323K +$323K +8,564 New
LPC
611
Loeb Partners Corp
New York
$316K – – –
AP
612
Advisor Partners
California
$312K -$79.8K -2,120 -20%
VC
613
Vicus Capital
Pennsylvania
$311K -$185K -4,916 -37%
JGC
614
J. Goldman & Co
New York
$307K +$307K +8,156 New
AC
615
Addison Capital
Pennsylvania
$306K – – –
SBWM
616
Sunflower Bank Wealth Management
Arizona
$305K -$178K -4,740 -37%
CTA
617
Chesley Taft & Associates
Illinois
$305K – – –
FWM
618
Foresight Wealth Management
Utah
$302K +$302K +8,016 New
FPIS
619
Financial Planning & Information Services
Wisconsin
$300K -$905 -24 -0.3%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$299K – – –
BFG
621
Beacon Financial Group
Texas
$298K – – –
CWM
622
Connecticut Wealth Management
Connecticut
$297K -$13.4K -356 -4%
PWM
623
Perigon Wealth Management
California
$292K -$338K -8,504 -54%
BSB
624
Bangor Savings Bank
Maine
$291K -$44.4K -1,180 -13%
RFWA
625
RPg Family Wealth Advisory
Massachusetts
$290K -$7.68K -204 -3%
23 24
25
26 27