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iShares S&P 500 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
751
TCI Wealth Advisors
Arizona
$117K – – –
SIM
752
Sonora Investment Management
Arizona
$115K – – –
BBNA
753
Bremer Bank National Association
Minnesota
$114K +$114K +2,544 New
JWA
754
JFS Wealth Advisors
Pennsylvania
$112K – – –
FBT
755
First Bank & Trust
South Dakota
$106K – – –
PMFA
756
Plante Moran Financial Advisors
Michigan
$105K -$34.6K -800 -25%
CTB
757
Country Trust Bank
Illinois
$105K – – –
BWM
758
BerganKDV Wealth Management
Minnesota
$103K – – –
RFA
759
Reilly Financial Advisors
California
$101K +$31.9K +740 +46%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$74.3K +1,732 +278%
PGAM
761
Princeton Global Asset Management
New Jersey
$101K +$101K +2,348 New
BAM
762
Barrett Asset Management
New York
$100K – – –
HIIFS
763
Harel Insurance Investments & Financial Services
Israel
$100K – – –
QCMNJ
764
Quantum Capital Management (New Jersey)
New Jersey
$95K – – –
CIA
765
Cascade Investment Advisors
Oregon
$94.8K -$8.62K -200 -8%
LWM
766
Liberty Wealth Management
California
$93K -$137K -3,180 -60%
SFSG
767
Stearns Financial Services Group
North Carolina
$93K – – –
LWA
768
Lowe Wealth Advisors
Maryland
$90K -$124K -2,900 -58%
POIA
769
Pin Oak Investment Advisors
Texas
$90K -$8.65K -200 -9%
EWM
770
Executive Wealth Management
Michigan
$88K +$88K +2,044 New
MFBTD
771
MB Financial Bank - Trust Department
Illinois
$87K – – –
PGWM
772
Parisi Gray Wealth Management
New Jersey
$82K – – –
HR
773
Howe & Rusling
New York
$77K +$75.3K +1,744 +4,360%
ADL
774
Asset Dedication LLC
California
$75K +$42.9K +996 +134%
BWM
775
Baystate Wealth Management
Massachusetts
$67K -$227K -5,116 -77%
29 30
31
32 33