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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 %
HCA
826
Heck Capital Advisors
Wisconsin
$6 – – –
CF
827
Centaurus Financial
California
$6 +$6 +3,560 +9,889%
QA
828
Quantitative Advantage
Minnesota
– -$25.7M -580,660 Closed
Two Sigma Investments
829
Two Sigma Investments
New York
– -$8.28M -186,900 Closed
DWA
830
Dorsey Wright & Associates
California
– -$5.56M -125,628 Closed
FTS
831
Fifth Third Securities
Ohio
– -$4.2M -94,492 Closed
BPCE
832
Bank Pictet & Cie (Europe)
Germany
– -$3.16M -71,400 Closed
CIBC World Market
833
CIBC World Market
Ontario, Canada
– -$2.12M -47,916 Closed
FC
834
Fulcrum Capital
Washington
– -$2.02M -45,600 Closed
AFP
835
Ausdal Financial Partners
Iowa
– -$1.6M -36,048 Closed
HPC
836
HM Payson & Co
Maine
– -$1.54M -34,688 Closed
GCA
837
Guardian Capital Advisors
Ontario, Canada
– -$1.36M -31,400 Closed
WA
838
WESPAC Advisors
California
– -$1.35M -30,384 Closed
FA
839
FDx Advisors
Illinois
– -$1.29M -29,176 Closed
WA
840
Waverly Advisors
Alabama
– -$1.01M -22,720 Closed
OCM
841
Orser Capital Management
Texas
– -$539K -12,948 Closed
G
842
GenTrust
Florida
– -$452K -10,200 Closed
RVPG
843
Relative Value Partners Group
– -$282K -6,352 Closed
SFP
844
Shepherd Financial Partners
Massachusetts
– -$238K -5,848 Closed
BFA
845
Beaumont Financial Advisors
Massachusetts
– -$257K -5,804 Closed
Fisher Asset Management
846
Fisher Asset Management
Washington
– -$256K -5,780 Closed
WJA
847
Williams Jones & Associates
New York
– -$249K -5,616 Closed
CTA
848
Colonial Trust Advisors
South Carolina
– -$240K -5,412 Closed
BFPW
849
BOK Financial Private Wealth
Colorado
– -$235K -5,304 Closed
LRIA
850
Leonard Rickey Investment Advisors
Washington
– -$235K -5,300 Closed
32 33
34
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