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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 %
VWM
876
Venturi Wealth Management
Texas
– -$543K -14,836 Closed
FIA
877
Foundations Investment Advisors
Arizona
– -$544K -13,264 Closed
RCM
878
Requisite Capital Management
Texas
– -$479K -12,724 Closed
WI
879
Wintrust Investments
Illinois
– -$468K -12,416 Closed
Renaissance Technologies
880
Renaissance Technologies
New York
– -$422K -11,200 Closed
RWP
881
RWA Wealth Partners
Massachusetts
– -$355K -9,436 Closed
LPC
882
Loeb Partners Corp
New York
– -$316K -8,400 Closed
MWM
883
MinichMacGregor Wealth Management
New York
– -$289K -8,056 Closed
FWM
884
Foresight Wealth Management
Utah
– -$302K -8,016 Closed
ATC
885
Argent Trust Co
Tennessee
– -$272K -7,232 Closed
WB
886
WesBanco Bank
West Virginia
– -$201K -5,340 Closed
JA
887
JOYN Advisors
Georgia
– -$147K -3,900 Closed
Winslow Capital Management
888
Winslow Capital Management
Minnesota
– -$138K -3,656 Closed
DWM
889
Doyle Wealth Management
Florida
– -$91K -2,424 Closed
FA
890
Fortis Advisors
Pennsylvania
– -$80K -2,120 Closed
PG
891
Patten Group
Tennessee
– -$70K -1,868 Closed
W
892
WealthOne
New York
– -$59K -1,568 Closed
RWA
893
River Wealth Advisors
Pennsylvania
– -$49K -1,300 Closed
EWA
894
ERTS Wealth Advisors
Michigan
– -$46K -1,232 Closed
NL
895
NVWM LLC
Pennsylvania
– -$44K -1,172 Closed
LNB
896
Ledyard National Bank
– -$38K -1,000 Closed
AF
897
Arrow Financial
New York
– -$15K -400 Closed
BAM
898
Bruderman Asset Management
New York
– -$13K -344 Closed
EDRH
899
Edmond de Rothschild Holding
Switzerland
– -$4K -104 Closed
HCA
900
Heck Capital Advisors
Wisconsin
– -$6 – –
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