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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 %
OAJ
801
Ogorek Anthony Joseph
New York
$12K – – –
First Manhattan
802
First Manhattan
New York
$11K – – –
TRCT
803
Tower Research Capital (TRC)
New York
$9K – – –
CFN
804
Cordasco Financial Network
Florida
$8K – – –
FFW
805
Fusion Family Wealth
New York
$8K – – –
SIS
806
Sound Income Strategies
Florida
$8K – – –
TCOV
807
Trust Company of Vermont
Vermont
$8K – – –
DWM
808
Destination Wealth Management
California
$7K -$14.6K -376 -68%
MIM
809
Macroview Investment Management
Maryland
$6K – – –
TL
810
TrueWealth LLC
Georgia
$6K – – –
ATC
811
Adirondack Trust Company
New York
$5K -$18.7K -464 -79%
RIA
812
RPG Investment Advisory
California
$5K – – –
HS
813
Horan Securities
United States
$4K -$29.2K -848 -88%
EDRH
814
Edmond de Rothschild Holding
Switzerland
$4K – – –
LDFR
815
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$4K +96 New
IAS
816
INR Advisory Services
Pennsylvania
$4K +$4K +100 New
GT
817
Glenmede Trust
Pennsylvania
$3.38K +$454 +12,060 +15%
EWM
818
Endurance Wealth Management
Rhode Island
$3K – – –
GI
819
Gradient Investments
Minnesota
$3K – – –
NA
820
NewEdge Advisors
Louisiana
$2.64K +$989 +26,252 +60%
HR
821
Howe & Rusling
New York
$2K – – –
IWMA
822
Ironwood Wealth Management (Arizona)
Arizona
$2K – – –
CHP
823
Cable Hill Partners
Oregon
$1K – – –
TWM
824
Titus Wealth Management
California
$223 -$4 -116 -2%
NDSI
825
Newman Dignan & Sheerar Inc
Rhode Island
$53 -$1 -196 -1%
31 32
33
34 35