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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 %
NAS
726
Nicolet Advisory Services
Wisconsin
$218K – – –
LGWM
727
Litman Gregory Wealth Management
California
$217K – – –
CAM
728
Covenant Asset Management
New Jersey
$217K – – –
CAN
729
Claraphi Advisory Network
United States
$217K +$217K +4,852 New
PL
730
Plancorp LLC
Missouri
$216K – – –
CPSAC
731
Chas P. Smith & Associates (CPS)
Florida
$216K – – –
RVPG
732
Relative Value Partners Group
$216K +$717 +16 +0.3%
WJA
733
Williams Jones & Associates
New York
$215K +$215K +4,800 New
BFA
734
Beaumont Financial Advisors
Massachusetts
$213K -$717 -16 -0.3%
KPW
735
Kore Private Wealth
New York
$213K – – –
SDWMA
736
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K -$161K -3,600 -43%
CAMG
737
CWA Asset Management Group
Florida
$211K – – –
PB
738
Pinnacle Bancorp
Nebraska
$210K – – –
FAN
739
Financial Advisors Network
California
$209K +$209K +4,716 New
FVWA
740
Foster Victor Wealth Advisors
South Carolina
$208K -$25.5K -560 -11%
CA
741
CapWealth Advisors
Tennessee
$208K +$208K +4,632 New
CAM
742
Concorde Asset Management
Michigan
$205K +$205K +4,588 New
FIB
743
First Interstate Bank
Montana
$204K – – –
Neuberger Berman Group
744
Neuberger Berman Group
New York
$203K -$103K -2,300 -34%
CA
745
Continuum Advisory
Idaho
$203K -$63.6K -1,408 -24%
VAM
746
Verity Asset Management
North Carolina
$203K +$203K +4,540 New
GPA
747
Garrison Point Advisors
California
$202K -$22.4K -500 -10%
FNB
748
Farmers National Bank
Kentucky
$200K +$33.7K +752 +20%
SC
749
Sawyer & Company
Massachusetts
$197K – – –
QCIG
750
Quad-Cities Investment Group
Iowa
$194K +$194K +4,320 New
28 29
30
31 32