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iShares S&P 500 Growth ETF
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Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
People's United Financial
Connecticut
+$72.9M
2
CWM
Connecticut Wealth Management
Connecticut
+$30.2M
3
PIM
Parker Investment Management
California
+$21.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$77.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$41.3M
4
Morgan Stanley
Morgan Stanley
New York
-$37.6M
5
Wells Fargo
Wells Fargo
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
701
Waverly Advisors
Alabama
$250K +$179 +4 +0.1%
BC
702
Brio Consultants
California
$250K +$1.08K +24 +0.4%
BIC
703
Beach Investment Counsel
Pennsylvania
$248K +$248K +5,532 New
FNC
704
First National Corp
Massachusetts
$246K -$21.7K -484 -8%
AC
705
Abbrea Capital
California
$246K – – –
LG
706
Leuthold Group
Minnesota
$243K +$243K +5,424 New
AEPG
707
American Economic Planning Group
New Jersey
$242K – – –
KF
708
Krilogy Financial
Missouri
$242K +$9.49K +212 +4%
PAM
709
Palisade Asset Management
Minnesota
$240K – – –
LRIA
710
Leonard Rickey Investment Advisors
Washington
$238K – – –
TIM
711
Tortoise Investment Management
New York
$238K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$237K – – –
GTAM
713
Global Trust Asset Management
Florida
$233K -$11.7K -260 -5%
CBB
714
Citizens Business Bank
California
$233K – – –
CIM
715
Cambria Investment Management
California
$229K – – –
AL
716
Aspiriant LLC
California
$229K +$18.9K +420 +9%
EFL
717
ERn Financial LLC
Wisconsin
$227K – – –
CFC
718
Coyle Financial Counsel
Illinois
$226K +$226K +5,048 New
DIA
719
Dana Investment Advisors
Wisconsin
$225K -$11.1K -248 -5%
FPCP
720
Fort Point Capital Partners
California
$224K -$71.6K -1,600 -24%
TWM
721
Titus Wealth Management
California
$224K -$47.7K -1,064 -18%
WA1
722
Wimmer Associates 1
California
$224K – – –
ACG
723
Allen Capital Group
Nebraska
$224K +$224K +4,996 New
FANJ
724
Financial Architects (New Jersey)
New Jersey
$223K -$132K -2,956 -37%
GGI
725
Godsey & Gibb Inc
Virginia
$223K – – –
27 28
29
30 31