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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
676
Confluence Wealth Management
Oregon
$258K – – –
FNC
677
First National Corp
Massachusetts
$258K +$12.1K +280 +5%
CA
678
Continuum Advisory
Idaho
$257K -$36.1K -828 -12%
PCIA
679
Prime Capital Investment Advisors
Kansas
$254K – – –
PCA
680
Peddock Capital Advisors
Massachusetts
$252K +$2.41K +56 +1%
FNBOO
681
First National Bank of Omaha
Nebraska
$251K – – –
DIM
682
Delta Investment Management
California
$247K -$264K -6,140 -52%
CTA
683
Chesley Taft & Associates
Illinois
$246K -$104K -2,400 -30%
PL
684
Parthenon LLC
Kentucky
$245K – – –
RG
685
Rikoon Group
New Mexico
$244K +$7.58K +176 +3%
GP
686
Girard Partners
Pennsylvania
$243K -$24.9K -580 -9%
SCM
687
SOL Capital Management
Maryland
$242K +$861 +20 +0.4%
BFPW
688
BOK Financial Private Wealth
Colorado
$242K +$242K +5,608 New
JGIA
689
Jackson Grant Investment Advisers
Connecticut
$241K +$689 +16 +0.3%
WHG
690
Westwood Holdings Group
Texas
$240K +$240K +5,568 New
WA
691
Waverly Advisors
Alabama
$240K +$240K +5,580 New
BC
692
Brio Consultants
California
$239K +$688 +16 +0.3%
AC
693
Abbrea Capital
California
$237K -$21.5K -500 -8%
GTAM
694
Global Trust Asset Management
Florida
$235K +$49.9K +1,160 +27%
AEPG
695
American Economic Planning Group
New Jersey
$232K – – –
PAM
696
Palisade Asset Management
Minnesota
$231K – – –
GAM
697
Gemmer Asset Management
California
$231K +$33K +764 +17%
TIM
698
Tortoise Investment Management
New York
$229K -$3.45K -80 -1%
LRIA
699
Leonard Rickey Investment Advisors
Washington
$229K +$229K +5,304 New
RBC
700
Roble Belko & Company
Pennsylvania
$228K – – –
26 27
28
29 30