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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 %
AL
851
Aspiriant LLC
California
– -$234K -5,284 Closed
CBB
852
Citizens Business Bank
California
– -$230K -5,200 Closed
DWM
853
Darwin Wealth Management
Florida
– -$230K -5,176 Closed
OFG
854
OmniStar Financial Group
North Carolina
– -$227K -5,120 Closed
WA1
855
Wimmer Associates 1
California
– -$221K -5,000 Closed
GKWIM
856
Gerber Kawasaki Wealth & Investment Management
California
– -$215K -4,852 Closed
WA
857
WBH Advisory
Maryland
– -$212K -4,804 Closed
GC
858
Grimes & Company
Massachusetts
– -$212K -4,780 Closed
PL
859
Plancorp LLC
Missouri
– -$211K -4,764 Closed
AT
860
Arden Trust
Delaware
– -$209K -4,712 Closed
CAMG
861
CWA Asset Management Group
Florida
– -$208K -4,700 Closed
LSA
862
L & S Advisors
California
– -$206K -4,648 Closed
CA
863
CapWealth Advisors
Tennessee
– -$205K -4,632 Closed
NCM
864
Noesis Capital Mangement
Florida
– -$200K -4,524 Closed
IP
865
Intellectus Partners
California
– -$189K -4,248 Closed
BWA
866
Burt Wealth Advisors
Maryland
– -$164K -3,712 Closed
TFS
867
TrustCore Financial Services
Tennessee
– -$163K -3,672 Closed
MCM
868
Mainstay Capital Management
Michigan
– -$139K -3,144 Closed
AA
869
Ancora Advisors
Ohio
– -$129K -2,924 Closed
RMAM
870
Raab & Moskowitz Asset Management
New Jersey
– -$79K -1,796 Closed
SCM
871
Southport Capital Management
Tennessee
– -$73K -1,656 Closed
KJWM
872
Kiley Juergens Wealth Management
Washington
– -$68K -1,544 Closed
DWA
873
Divergent Wealth Advisors
Utah
– -$63K -1,444 Closed
MWPCG
874
Measured Wealth Private Client Group
New Hampshire
– -$63K -1,424 Closed
SFM
875
Signet Financial Management
New Jersey
– -$56K -1,256 Closed
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