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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 %
CTB
776
Country Trust Bank
Illinois
$109K – – –
RFA
777
Reilly Financial Advisors
California
$105K – – –
HIIFS
778
Harel Insurance Investments & Financial Services
Israel
$104K – – –
QCMNJ
779
Quantum Capital Management (New Jersey)
New Jersey
$99K – – –
CIA
780
Cascade Investment Advisors
Oregon
$98.6K – – –
SFSG
781
Stearns Financial Services Group
North Carolina
$97K – – –
BAM
782
Barrett Asset Management
New York
$95K -$9.32K -208 -9%
LWA
783
Lowe Wealth Advisors
Maryland
$94K – – –
POIA
784
Pin Oak Investment Advisors
Texas
$93K – – –
EWM
785
Executive Wealth Management
Michigan
$92K +$359 +8 +0.4%
LWM
786
Liberty Wealth Management
California
$90K -$7.2K -160 -7%
BHWM
787
Bay Harbor Wealth Management
Maryland
$87K +$62.4K +1,392 +254%
LWM
788
Lenox Wealth Management
Ohio
$79K -$337K -7,580 -81%
BWM
789
BerganKDV Wealth Management
Minnesota
$79K -$28.1K -628 -26%
BWM
790
Baystate Wealth Management
Massachusetts
$69K +$364 +8 +0.5%
TA
791
TCG Advisors
Texas
$65K +$65K +1,428 New
SWP
792
Strategic Wealth Partners
Ohio
$64K -$58.7K -1,328 -48%
CHC
793
City Holding Co
West Virginia
$64K – – –
AWM
794
Apollon Wealth Management
South Carolina
$64K +$64K +1,432 New
MCM
795
McMillion Capital Management
North Carolina
$62K +$62K +1,384 New
PFO
796
Pathstone Family Office
New Jersey
$55K – – –
RFM
797
Royal Fund Management
Florida
$55K +$177 +4 +0.3%
NSB
798
Norway Savings Bank
Maine
$55K +$13.9K +312 +34%
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$54K -$53.1K -1,168 -50%
SFC
800
SYM Financial Corp
Indiana
$50K -$16.6K -368 -25%
30 31
32
33 34