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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 %
VCM
626
Virtue Capital Management
Tennessee
$289K -$193K -5,108 -40%
MWM
627
MinichMacGregor Wealth Management
New York
$289K +$248K +6,924 +612%
ZF
628
Zhang Financial
Michigan
$286K +$60.4K +1,600 +27%
ONST
629
Old North State Trust
North Carolina
$285K -$3.62K -96 -1%
CB
630
Chemical Bank
Michigan
$281K -$8.3K -220 -3%
SBSB
631
Sullivan, Bruyette, Speros & Blaney
Virginia
$281K – – –
LWAC
632
Laurel Wealth Advisors (California)
California
$276K -$74.1K -1,972 -21%
MCM
633
Mengis Capital Management
Oregon
$274K – – –
ATC
634
Argent Trust Co
Tennessee
$272K -$1.2K -32 -0.4%
WAP
635
Wealthcare Advisory Partners
Pennsylvania
$271K -$51.5K -1,364 -16%
MM
636
Meridian Management
Arkansas
$271K – – –
RCA
637
Rex Capital Advisors
Rhode Island
$270K – – –
TWM
638
Torch Wealth Management
Ohio
$268K – – –
PGA
639
Portland Global Advisors
Maine
$266K – – –
MC
640
Moors & Cabot
Massachusetts
$265K -$7.26K -192 -3%
BWM
641
Baystate Wealth Management
Massachusetts
$265K +$205K +5,124 +342%
LB
642
Legacy Bridge
Iowa
$264K +$264K +6,996 New
WAS
643
WESPAC Advisors SoCal
California
$263K -$57K – –
HCM
644
Harvey Capital Management
Florida
$263K – – –
CSM
645
CAMG Solamere Management
North Carolina
$262K – – –
DIS
646
Diversified Investment Strategies
Louisiana
$261K – – –
CG
647
Corundum Group
Colorado
$261K +$261K +6,924 New
DI
648
DFPG Investments
Utah
$259K +$259K +6,864 New
Neuberger Berman Group
649
Neuberger Berman Group
New York
$258K -$54.5K -1,444 -17%
CA
650
Continuum Advisory
Idaho
$253K – – –
24 25
26
27 28