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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$61.1K – – –
CHC
677
City Holding Co
West Virginia
$58K – – –
OIA
678
Optimum Investment Advisors
Illinois
$53K – – –
RWA
679
River Wealth Advisors
Pennsylvania
$53K +$53K +1,300 New
SFM
680
Signet Financial Management
New Jersey
$51K – – –
SA
681
SRH Advisors
Kansas
$49K – – –
BCI
682
Brinker Capital Investments
Pennsylvania
$48K -$164 -4 -0.3%
MWM
683
MinichMacGregor Wealth Management
New York
$46K – – –
SFC
684
SYM Financial Corp
Indiana
$45K – – –
RE
685
RBC Europe
United Kingdom
$44.7K – – –
LNB
686
Ledyard National Bank
$41K – – –
OFW
687
Omnia Family Wealth
Florida
$41K – – –
WT
688
Washington Trust
Rhode Island
$40K +$40K +972 New
SFSIG
689
San Francisco Sentry Investment Group
California
$39K -$198K -4,880 -84%
SBL
690
Sargent Bickham Lagudis
Colorado
$39K – – –
NSB
691
Norway Savings Bank
Maine
$37K – – –
MA
692
MCF Advisors
Kentucky
$34K – – –
SWPG
693
Strategic Wealth Partners Group
Illinois
$31.7K – – –
BAMG
694
Brand Asset Management Group
Missouri
$31K +$31K +752 New
B
695
Bridgeworth
Alabama
$31K +$31K +792 New
AIA
696
Armor Investment Advisors
North Carolina
$29K -$16.1K -400 -36%
WAM
697
Watermark Asset Management
California
$29K – – –
ADL
698
Asset Dedication LLC
California
$29K +$21K +524 +262%
MAM
699
Meeder Asset Management
Ohio
$28.9K – – –
APSP
700
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K -$2.95K -72 -10%
26 27
28
29 30