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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$18M +$1.84M +45,348 +11%
HighTower Advisors
77
HighTower Advisors
Illinois
$17.9M -$529K -13,008 -3%
PAIM
78
Punch & Associates Investment Management
Minnesota
$17.5M -$323K -7,944 -2%
Citigroup
79
Citigroup
New York
$16.8M +$10.4K +256 +0.1%
WF
80
WealthTrust Fairport
Ohio
$16.8M +$539K +13,256 +3%
LYV
81
Live Your Vision
Pennsylvania
$16.7M +$37.7K +904 +0.2%
SI
82
Stephens Inc
Arkansas
$16.6M +$1.1M +27,028 +7%
CFA
83
Cahill Financial Advisors
Minnesota
$16.4M +$104K +2,564 +0.6%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$3.1M +76,168 +24%
MML Investors Services
85
MML Investors Services
Massachusetts
$16.2M +$107K +2,636 +0.7%
FMBTD
86
First Midwest Bank Trust Division
Illinois
$15.8M +$13.4M +328,476 +548%
PCTC
87
Perkins Coie Trust Company
Washington
$15.7M -$66.3K -1,632 -0.4%
LMIM
88
Lockheed Martin Investment Management
Maryland
$15.6M -$3.56M -87,600 -19%
GIA
89
GHP Investment Advisors
Colorado
$14.7M -$166K -4,072 -1%
PWS
90
Paragon Wealth Strategies
Florida
$14.7M +$3.51M +86,280 +31%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$14.7M -$1.66M -40,956 -10%
BOH
92
Bank of Hawaii
Hawaii
$14.5M -$1.5M -36,984 -9%
IFS
93
Ifrah Financial Services
Arkansas
$14.4M -$368K -9,044 -2%
CL
94
Choreo LLC
Illinois
$13.7M -$3.47M -85,200 -20%
CWM
95
Cahaba Wealth Management
Georgia
$13.5M +$364K +8,596 +3%
IA
96
IndexIQ Advisors
New York
$13.4M -$14.5M -356,896 -52%
MA
97
Montag & Associates
Georgia
$13.3M +$7.64M +188,032 +135%
V
98
Veritable
Delaware
$13.3M – – –
TCM
99
Traynor Capital Management
Pennsylvania
$13.2M -$94.4K -2,308 -0.7%
EDRIA
100
Edmonds Duncan Registered Investment Advisors
Kansas
$12.9M +$247K +6,088 +2%
2 3
4
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