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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 %
BPWA
601
Beacon Pointe Wealth Advisors
California
$376K +$345 +8 +0.1%
TA
602
Trellis Advisors
Washington
$374K – – –
DI
603
DFPG Investments
Utah
$373K +$73.1K +1,672 +24%
LWAC
604
Laurel Wealth Advisors (California)
California
$372K +$55.2K +1,280 +17%
CP
605
Covenant Partners
Tennessee
$369K – – –
Marshall Wace
606
Marshall Wace
United Kingdom
$363K +$130K +3,004 +56%
NFG
607
Next Financial Group
Texas
$362K -$4.78M -110,928 -93%
NFH
608
NEXT Financial Holdings
Texas
$362K +$362K +8,404 New
SFG
609
SNS Financial Group
Minnesota
$361K -$15.2K -352 -4%
FDS
610
Freedom Day Solutions
Texas
$360K -$13.3K -308 -4%
RFWA
611
RPg Family Wealth Advisory
Massachusetts
$359K +$27.2K +632 +8%
SDWMA
612
Schneider Downs Wealth Management Advisors
Pennsylvania
$358K +$110K +2,552 +44%
ABTD
613
Arvest Bank Trust Division
Oklahoma
$357K -$2.56M -59,488 -88%
NWP
614
Northstar Wealth Partners
Connecticut
$356K -$35K -812 -9%
PWM
615
Perigon Wealth Management
California
$354K +$26.4K +592 +8%
CAG
616
Crestwood Advisors Group
Massachusetts
$353K -$42.1K -976 -11%
BC
617
Bartlett & Co
Ohio
$350K -$54.4K -1,260 -13%
AC
618
Addison Capital
Pennsylvania
$350K – – –
BCWM
619
Bartlett & Co Wealth Management
Ohio
$350K -$54.3K -1,260 -13%
WCG
620
Weaver Consulting Group
California
$348K +$348K +7,856 New
FA
621
Fiducient Advisors
Illinois
$347K -$515K -11,952 -60%
SBWM
622
Sunflower Bank Wealth Management
Arizona
$346K -$3.45K -80 -1%
FANJ
623
Financial Architects (New Jersey)
New Jersey
$342K – – –
MFG
624
Magnus Financial Group
New York
$339K +$105K +2,444 +45%
CWM
625
Connecticut Wealth Management
Connecticut
$336K -$3.44K -80 -1%
23 24
25
26 27