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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 %
CWM
651
Chesapeake Wealth Management
Virginia
$284K +$4.32K +100 +2%
FPIS
652
Financial Planning & Information Services
Wisconsin
$281K -$61.5K -1,428 -18%
NP
653
NorthRock Partners
Minnesota
$279K +$9.47K +220 +4%
WAS
654
WESPAC Advisors SoCal
California
$279K +$279K +6,492 New
CGA
655
Crescent Grove Advisors
Illinois
$277K +$277K +6,428 New
WF
656
Welch & Forbes
Massachusetts
$274K – – –
ATPW
657
Ashton Thomas Private Wealth
Arizona
$272K +$272K +6,316 New
AIA
658
Avalon Investment & Advisory
Texas
$271K +$271K +6,292 New
SPL
659
Smart Portfolios LLC
Washington
$270K – – –
SMFS
660
Squar Milner Financial Services
California
$270K – – –
GW
661
GW & Wade
Massachusetts
$270K – – –
Chevy Chase Trust
662
Chevy Chase Trust
Maryland
$269K -$142K -3,164 -35%
MFW
663
Mosaic Family Wealth
Missouri
$269K +$25.8K +600 +11%
EFS
664
Essex Financial Services
Connecticut
$266K +$12.9K +300 +5%
CTA
665
Colonial Trust Advisors
South Carolina
$266K +$266K +6,172 New
GIA
666
Guyasuta Investment Advisors
Pennsylvania
$265K -$13.3K -308 -5%
MOS
667
MGO One Seven
Ohio
$264K -$184K -4,268 -41%
VBFG
668
Vishria Bird Financial Group
Tennessee
$264K – – –
VCM
669
Virtue Capital Management
Tennessee
$263K -$66.8K -1,552 -20%
IC
670
InterOcean Capital
Illinois
$263K – – –
SWA
671
Stratos Wealth Advisors
Ohio
$261K +$861 +20 +0.3%
SC
672
Slow Capital
California
$261K +$261K +6,060 New
LJAC
673
L.J. Altfest & Co
New York
$259K – – –
TAM
674
Tocqueville Asset Management
New York
$259K – – –
PPP
675
Private Portfolio Partners
New Jersey
$258K -$313K -7,272 -55%
25 26
27
28 29