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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 %
NEIRG
651
New England Investment & Retirement Group
Massachusetts
$253K +$5.12K +136 +2%
FCFS
652
First Command Financial Services
Texas
$251K – – –
FCB
653
First Command Bank
Texas
$251K – – –
FPCP
654
Fort Point Capital Partners
California
$249K +$10.4K +276 +4%
GLA
655
Good Life Advisors
Pennsylvania
$247K -$2.41K -64 -1%
CWM
656
Chesapeake Wealth Management
Virginia
$244K -$11.3K -300 -4%
GIA
657
Guyasuta Investment Advisors
Pennsylvania
$243K -$6.03K -160 -2%
WF
658
Welch & Forbes
Massachusetts
$240K – – –
SMFS
659
Squar Milner Financial Services
California
$237K – – –
SPL
660
Smart Portfolios LLC
Washington
$236K – – –
GW
661
GW & Wade
Massachusetts
$236K – – –
NP
662
NorthRock Partners
Minnesota
$236K +$3.77K +100 +2%
GP
663
Girard Partners
Pennsylvania
$235K -$250K -6,648 -52%
VBFG
664
Vishria Bird Financial Group
Tennessee
$230K – – –
IC
665
InterOcean Capital
Illinois
$229K – – –
SWA
666
Stratos Wealth Advisors
Ohio
$228K +$228K +6,044 New
PFS
667
Prospera Financial Services
Texas
$226K -$59.2K -1,564 -21%
LJAC
668
L.J. Altfest & Co
New York
$226K – – –
TAM
669
Tocqueville Asset Management
New York
$226K – – –
AC
670
Abbrea Capital
California
$226K – – –
CWM
671
Confluence Wealth Management
Oregon
$226K +$31.5K +836 +16%
PCIA
672
Prime Capital Investment Advisors
Kansas
$222K -$114K -3,040 -34%
MI
673
Moneywise Inc
Virginia
$221K +$1.05K +28 +0.5%
EFS
674
Essex Financial Services
Connecticut
$221K +$221K +5,872 New
FNBOO
675
First National Bank of Omaha
Nebraska
$220K – – –
25 26
27
28 29