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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 %
PCA
676
Peddock Capital Advisors
Massachusetts
$218K +$1.95K +52 +0.9%
JHCP
677
Jackson Hole Capital Partners
Oklahoma
$218K +$218K +5,780 New
SDWMA
678
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K +$217K +5,752 New
CAM
679
Covenant Asset Management
New Jersey
$215K – – –
FNC
680
First National Corp
Massachusetts
$215K +$215K +5,700 New
CA
681
Calton & Associates
Florida
$214K -$68.9K -1,828 -24%
PL
682
Parthenon LLC
Kentucky
$214K – – –
MFW
683
Mosaic Family Wealth
Missouri
$213K +$8K +212 +4%
SCM
684
SOL Capital Management
Maryland
$211K +$211K +5,600 New
WCF
685
West Coast Financial
California
$211K +$211K +5,608 New
JGIA
686
Jackson Grant Investment Advisers
Connecticut
$210K +$1.35K +36 +0.6%
BC
687
Brio Consultants
California
$209K +$209K +5,540 New
RG
688
Rikoon Group
New Mexico
$207K +$1.36K +36 +0.7%
PCA
689
Personal Capital Advisors
California
$206K +$206K +5,476 New
Marshall Wace
690
Marshall Wace
United Kingdom
$204K +$204K +5,412 New
MFG
691
Magnus Financial Group
New York
$204K +$204K +5,428 New
TIM
692
Tortoise Investment Management
New York
$203K – – –
AEPG
693
American Economic Planning Group
New Jersey
$203K +$203K +5,392 New
PAM
694
Palisade Asset Management
Minnesota
$202K – – –
WB
695
WesBanco Bank
West Virginia
$201K -$146K -3,868 -42%
KF
696
Krilogy Financial
Missouri
$201K +$4.37K +116 +2%
LWM
697
Liberty Wealth Management
California
$201K +$201K +5,340 New
RBC
698
Roble Belko & Company
Pennsylvania
$199K – – –
LWA
699
Lowe Wealth Advisors
Maryland
$189K – – –
LGWM
700
Litman Gregory Wealth Management
California
$183K +$77.2K +2,048 +73%
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28
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