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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 %
AF
801
Allworth Financial
California
$29K +$6.01K +140 +26%
AOWM
802
Alpha Omega Wealth Management
Virginia
$28K – – –
OIA
803
OneDigital Investment Advisors
Kansas
$27K -$22.4K -528 -45%
APSP
804
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K -$3.59K -84 -12%
HI
805
Human Investing
Oregon
$26K -$3.29K -76 -11%
CICI
806
Capital Investment Counsel Inc
North Carolina
$26K +$26K +612 New
BHWM
807
Bay Harbor Wealth Management
Maryland
$24K -$88.3K -2,016 -79%
WB
808
Webster Bank
Connecticut
$24K – – –
SFG
809
SevenBridge Financial Group
Pennsylvania
$23K – – –
PWMG
810
Prestige Wealth Management Group
New Jersey
$21K – – –
BWP
811
Baldwin Wealth Partners
Massachusetts
$21K +$21K +480 New
HCA
812
Horan Capital Advisors
Ohio
$21K +$21K +488 New
SIS
813
Sound Income Strategies
Florida
$18K +$8.74K +200 +94%
SBA
814
Secrest Blakey & Associates
North Carolina
$18K +$18K +408 New
ME
815
McIlrath & Eck
Washington
$17K – – –
AIA
816
Armor Investment Advisors
North Carolina
$17K – – –
LFA
817
Legacy Financial Advisors
Kentucky
$17K – – –
VCM
818
Versant Capital Management
Arizona
$17K – – –
LWS
819
Lucia Wealth Services
California
$17K +$17K +400 New
KFS
820
Kelly Financial Services
Massachusetts
$16.3K +$16.3K +376 New
NPP
821
New Potomac Partners
Maryland
$16K -$1.78K -40 -10%
AC
822
Avestar Capital
New York
$16K – – –
TFA
823
Toth Financial Advisory
Virginia
$16K – – –
AIM
824
Anchor Investment Management
South Carolina
$15.3K – – –
HI
825
Hudock Inc
Pennsylvania
$15K – – –
31 32
33
34 35