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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
726
First Manhattan
New York
$12K – – –
AA
727
Apriem Advisors
California
$12K +$12K +300 New
SIS
728
Sound Income Strategies
Florida
$9K -$15.3K -360 -63%
MPPLM
729
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K +$4.42K +108 +96%
TC
730
Trilogy Capital
California
$8K +$8K +196 New
CFN
731
Cordasco Financial Network
Florida
$8K +$8K +208 New
KCPG
732
Kavar Capital Partners Group
Kansas
$7K – – –
MIM
733
Macroview Investment Management
Maryland
$7K – – –
CIM
734
Contravisory Investment Management
Massachusetts
$6K – – –
RIA
735
RPG Investment Advisory
California
$6K – – –
TRCT
736
Tower Research Capital (TRC)
New York
$5K -$2.21M -51,384 -100%
ATC
737
Adirondack Trust Company
New York
$5K – – –
MYIA
738
Mount Yale Investment Advisors
Colorado
$5K – – –
EWM
739
Endurance Wealth Management
Rhode Island
$4K – – –
HI
740
Hudock Inc
Pennsylvania
$4K – – –
HR
741
Howe & Rusling
New York
$2K – – –
IWMA
742
Ironwood Wealth Management (Arizona)
Arizona
$2K +$2K +44 New
NA
743
NewEdge Advisors
Louisiana
$1.33K +$246 +6,020 +23%
PMG
744
ProVise Management Group
Florida
$1.27K +$38 +924 +3%
CFG
745
CKW Financial Group
Hawaii
$1K – – –
CHP
746
Cable Hill Partners
Oregon
$1K – – –
AFNAS
747
American Financial Network Advisory Services
California
$919 – – –
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$580 – – –
FRA
749
Front Row Advisors
California
$448 +$7 +164 +2%
CCMG
750
Clark Capital Management Group
Pennsylvania
– -$34.2M -881,092 Closed
28 29
30
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