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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 %
GI
751
Glovista Investments
New Jersey
– -$17.6M -453,492 Closed
HPWM
752
Highland Private Wealth Management
Washington
– -$6.62M -170,644 Closed
G
753
Gainplan
Michigan
– -$4.93M -127,268 Closed
BCM
754
Barometer Capital Management
Ontario, Canada
– -$3.99M -102,800 Closed
GT
755
Glenmede Trust
Pennsylvania
– -$3.32M -86,824 Closed
FTIOP
756
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$2.91M -75,084 Closed
NFG
757
Noven Financial Group
Colorado
– -$2.25M -57,996 Closed
C
758
Clearshares
New York
– -$1.13M -29,668 Closed
BCM
759
BTC Capital Management
Iowa
– -$1.01M -26,128 Closed
OMC
760
Old Mission Capital
Illinois
– -$752K -19,392 Closed
PFGIA
761
Patriot Financial Group Insurance Agency
Massachusetts
– -$709K -18,752 Closed
DA
762
DSC Advisors
Illinois
– -$605K -15,600 Closed
EFS
763
Essex Financial Services
Connecticut
– -$560K -14,452 Closed
SWM
764
SVA Wealth Management
Wisconsin
– -$296K -8,248 Closed
CNBT
765
Canandaigua National Bank & Trust
New York
– -$298K -7,684 Closed
VR
766
Viridian RIA
Washington
– -$288K -7,428 Closed
ACP
767
Aveo Capital Partners
Colorado
– -$270K -6,976 Closed
EP
768
Edgestream Partners
New Jersey
– -$261K -6,720 Closed
CFA
769
Capstone Financial Advisors
Illinois
– -$252K -6,504 Closed
OA
770
Opes Advisors
California
– -$248K -6,400 Closed
GC
771
Grimes & Company
Massachusetts
– -$206K -5,312 Closed
AC
772
Alexandria Capital
Virginia
– -$201K -5,176 Closed
KF
773
Krilogy Financial
Missouri
– -$186K -4,808 Closed
AIP
774
Almanack Investment Partners
Pennsylvania
– -$178K -4,604 Closed
KCM
775
Karp Capital Management
California
– -$152K -3,928 Closed
28 29 30
31
32