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iShares S&P 500 Growth ETF
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Overview Fund Activity

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$806M
2
Stifel Financial
Stifel Financial
Missouri
$336M
3
LPL Financial
LPL Financial
California
$428M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$62.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$978M
2
HNB
Huntington National Bank
Ohio
$76.9M
3
PIM
Parker Investment Management
California
$48.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.27M
5
Morgan Stanley
Morgan Stanley
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
51
Kays Financial Advisory
Georgia
$39.2M +$3.76M +83,520 +11%
1IA
52
1834 Investment Advisors
Wisconsin
$38.4M -$1.21M -26,892 -3%
LI
53
LVZ Inc
Michigan
$37.7M +$1.67M +37,084 +5%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$35.9M -$839K -18,636 -2%
CWM
55
Connecticut Wealth Management
Connecticut
$31.6M +$937K +20,824 +3%
PAG
56
Private Advisor Group
New Jersey
$31M +$3.16M +69,836 +11%
MMA
57
Miracle Mile Advisors
California
$30.5M -$7.99M -177,552 -21%
SVCP
58
Silicon Valley Capital Partners
California
$29.6M -$19.6K -436 -0.1%
NSIM
59
North Star Investment Management
Illinois
$29.1M +$375K +8,324 +1%
KL
60
KWMG LLC
Kansas
$27.8M -$246K -5,468 -0.9%
NFG
61
Noven Financial Group
Colorado
$27.8M +$114K +2,544 +0.4%
FDCC
62
Foster Dykema Cabot & Co
Massachusetts
$27.7M +$325K +7,228 +1%
PI
63
PHH Investments
Texas
$27.7M -$643K -14,296 -2%
RCIM
64
Red Cedar Investment Management
Michigan
$27.5M – – –
AIP
65
Ameritas Investment Partners
Nebraska
$27M +$414K +9,204 +2%
GT
66
Greenleaf Trust
Michigan
$25.9M -$421K -9,360 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$25.7M +$354K +7,876 +1%
Creative Planning
68
Creative Planning
Kansas
$23.8M +$527K +11,708 +2%
IWS
69
Insight Wealth Strategies
California
$23M +$3.48M +77,224 +18%
MCM
70
MV Capital Management
Maryland
$22.9M -$664K -14,764 -3%
FA
71
FCG Advisors
New Jersey
$22.9M +$458K +10,184 +2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$22.9M +$871K +19,348 +4%
Two Sigma Investments
73
Two Sigma Investments
New York
$21.8M +$20.8M +461,600 +1,948%
EWMCB
74
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$21M -$108K -2,404 -0.5%
HCM
75
Howard Capital Management
Georgia
$20.7M +$939K +21,008 +5%
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