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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 %
SIAS
726
Shine Investment Advisory Services
Colorado
$115K +$750 +20 +0.7%
BTNA
727
Bremer Trust National Association
Minnesota
$113K +$113K +2,988 New
DBT
728
Dubuque Bank & Trust
Iowa
$111K – – –
TWA
729
TCI Wealth Advisors
Arizona
$102K – – –
WTC
730
WhitTier Trust Company
Nevada
$102K +$102K +2,720 New
WEC
731
Winslow Evans & Crocker
Massachusetts
$100K -$14K -360 -12%
SIM
732
Sonora Investment Management
Arizona
$100K – – –
JWA
733
JFS Wealth Advisors
Pennsylvania
$98K -$9.65K -256 -9%
BHWM
734
Bay Harbor Wealth Management
Maryland
$97K +$97K +2,564 New
APC
735
Aspire Private Capital
North Carolina
$94K +$94K +2,500 New
FBT
736
First Bank & Trust
South Dakota
$93K – – –
CTB
737
Country Trust Bank
Illinois
$92K – – –
WIM
738
Westside Investment Management
California
$91.6K -$320K -8,484 -78%
DWM
739
Doyle Wealth Management
Florida
$91K +$91K +2,424 New
CIA
740
Cascade Investment Advisors
Oregon
$90.4K +$90.4K +2,400 New
BWM
741
BerganKDV Wealth Management
Minnesota
$90K +$151 +4 +0.2%
BAM
742
Barrett Asset Management
New York
$88K -$12.9K -340 -13%
HIIFS
743
Harel Insurance Investments & Financial Services
Israel
$87K – – –
POIA
744
Pin Oak Investment Advisors
Texas
$86K – – –
CAM
745
Cresset Asset Management
Illinois
$85K +$85K +2,248 New
QCMNJ
746
Quantum Capital Management (New Jersey)
New Jersey
$83K +$83K +2,200 New
SFSG
747
Stearns Financial Services Group
North Carolina
$81K – – –
FA
748
Fortis Advisors
Pennsylvania
$80K +$453 +12 +0.6%
MFBTD
749
MB Financial Bank - Trust Department
Illinois
$76K – – –
PGWM
750
Parisi Gray Wealth Management
New Jersey
$71K – – –
28 29
30
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