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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 %
WAM
776
Watermark Asset Management
California
$27K – – –
AIC
777
Archer Investment Corporation
Indiana
$27K +$27K +724 New
RWA
778
Ropes Wealth Advisors
Massachusetts
$26K – – –
APSP
779
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K +$150 +4 +0.6%
HI
780
Human Investing
Oregon
$25K +$25K +676 New
AOWM
781
Alpha Omega Wealth Management
Virginia
$24K – – –
PFGIA
782
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$20.9K +544 +680%
WB
783
Webster Bank
Connecticut
$21K – – –
WAM
784
Wolverine Asset Management
Illinois
$20K -$746K -20,288 -97%
SFG
785
SevenBridge Financial Group
Pennsylvania
$20K – – –
AF
786
Allworth Financial
California
$20K +$149 +4 +0.8%
UB
787
UMB Bank
Missouri
$18.2K +$498 +13,232 +3%
PWMG
788
Prestige Wealth Management Group
New Jersey
$18K +$18K +484 New
GWMIA
789
Global Wealth Management Investment Advisory
Florida
$16K +$16K +436 New
ME
790
McIlrath & Eck
Washington
$15K -$14.9K -396 -50%
VCM
791
Versant Capital Management
Arizona
$15K – – –
NPP
792
New Potomac Partners
Maryland
$15K – – –
AF
793
Arrow Financial
New York
$15K – – –
AIA
794
Armor Investment Advisors
North Carolina
$15K – – –
LFA
795
Legacy Financial Advisors
Kentucky
$15K – – –
TFA
796
Toth Financial Advisory
Virginia
$14K – – –
AC
797
Avestar Capital
New York
$14K – – –
AIM
798
Anchor Investment Management
South Carolina
$13.4K – – –
HI
799
Hudock Inc
Pennsylvania
$13K +$8.86K +248 +214%
BAM
800
Bruderman Asset Management
New York
$13K +$13K +344 New
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