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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 %
GAM
701
Gemmer Asset Management
California
$173K +$1.81K +48 +1%
FIB
702
First Interstate Bank
Montana
$171K +$97.7K +2,600 +133%
SC
703
Sawyer & Company
Massachusetts
$166K – – –
GTAM
704
Global Trust Asset Management
Florida
$162K +$14.9K +396 +10%
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$161K +$104K +2,760 +184%
LWA
706
Lenox Wealth Advisors
New York
$160K -$89.1K -2,360 -36%
Barclays
707
Barclays
United Kingdom
$158K – – –
CCM
708
Cribstone Capital Management
Maine
$156K -$12.5K -332 -7%
MFT
709
Moisand Fitzgerald Tamayo
Florida
$154K -$1.95K -52 -1%
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K – – –
BBA
711
Braun-Bostich & Associates
Pennsylvania
$150K +$2.56K +68 +2%
KCM
712
Karp Capital Management
California
$148K +$148K +3,928 New
JA
713
JOYN Advisors
Georgia
$147K +$31.1K +824 +27%
RPG
714
Risk Paradigm Group
Texas
$143K – – –
Winslow Capital Management
715
Winslow Capital Management
Minnesota
$138K +$138K +3,656 New
CCM
716
Covington Capital Management
California
$135K – – –
AIM
717
Advantage Investment Management
Iowa
$131K -$763K -20,328 -85%
PB
718
Pinnacle Bancorp
Nebraska
$130K +$130K +3,456 New
IFA
719
Interactive Financial Advisors
Illinois
$128K -$1.05K -28 -0.8%
WA
720
WealthTrust-Arizona
Arizona
$127K +$452 +12 +0.4%
WCM
721
WealthBridge Capital Management
Ohio
$125K +$125K +3,316 New
PMFA
722
Plante Moran Financial Advisors
Michigan
$122K +$30.2K +800 +33%
QAM
723
QCI Asset Management
New York
$121K – – –
NSG
724
Nalls Sherbakoff Group
Tennessee
$121K +$121K +3,220 New
SWP
725
Strategic Wealth Partners
Ohio
$116K -$2.09K -52 -2%
27 28
29
30 31