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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 %
KCPG
851
Kavar Capital Partners Group
Kansas
$8K +$8K +176 New
MIM
852
Macroview Investment Management
Maryland
$7K – – –
TL
853
TrueWealth LLC
Georgia
$7K – – –
W
854
WealthStone
Ohio
$6.99K – – –
ATC
855
Adirondack Trust Company
New York
$6K – – –
RIA
856
RPG Investment Advisory
California
$6K – – –
HS
857
Horan Securities
United States
$5K -$370 -8 -7%
GT
858
Glenmede Trust
Pennsylvania
$4.01K -$3 -72 -0.1%
EWM
859
Endurance Wealth Management
Rhode Island
$4K – – –
LDFR
860
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
GI
861
Gradient Investments
Minnesota
$3K – – –
TCM
862
TD Capital Management
Tennessee
$3K +$3K +68 New
IWMA
863
Ironwood Wealth Management (Arizona)
Arizona
$2K – – –
IA
864
IndexIQ Advisors
New York
$1K -$15M -239,212 -100%
BRWM
865
B. Riley Wealth Management
Tennessee
$995 +$40 +888 +4%
CPIA
866
Cornell Pochily Investment Advisors
New York
$979 +$16 +368 +2%
LHC
867
Little House Capital
Massachusetts
$837 -$111 -2,420 -12%
NDSI
868
Newman Dignan & Sheerar Inc
Rhode Island
$620 – +4 +0%
MWM
869
Meridian Wealth Management
Kentucky
$338 +$338 +756 New
WIM
870
Westside Investment Management
California
$108 +$108 +2,432 New
Citadel Advisors
871
Citadel Advisors
Florida
– -$3.49M -80,964 Closed
A
872
AdvicePeriod
California
– -$1.24M -28,784 Closed
GFPC
873
Global Financial Private Capital
Florida
– -$976K -22,656 Closed
Invesco
874
Invesco
Georgia
– -$865K -20,068 Closed
Marshall Wace
875
Marshall Wace
United Kingdom
– -$363K -8,416 Closed
33 34
35
36 37