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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 %
PAIM
76
Punch & Associates Investment Management
Minnesota
$19.5M +$290K +6,736 +2%
CIM
77
Confluence Investment Management
Missouri
$19.5M -$1.09M -25,192 -5%
LYV
78
Live Your Vision
Pennsylvania
$19.4M +$1.4M +31,412 +8%
MCM
79
MAI Capital Management
Ohio
$19.3M +$1.44M +33,480 +8%
Citigroup
80
Citigroup
New York
$18.5M -$421K -9,764 -2%
BF
81
BOK Financial
Oklahoma
$18.4M -$1.36M -31,472 -7%
HCM
82
Howard Capital Management
Georgia
$18.4M +$6.66M +152,464 +57%
MA
83
MUFG Americas
New York
$18.2M -$6.5M -150,804 -26%
RWG
84
Regal Wealth Group
California
$17.7M +$4.32M +100,280 +32%
PA
85
Probity Advisors
Texas
$17.7M -$703K -16,312 -4%
LMIM
86
Lockheed Martin Investment Management
Maryland
$17.5M – – –
SI
87
Stephens Inc
Arkansas
$17.1M -$807K -18,720 -5%
PR
88
Payden & Rygel
California
$16.9M -$1.05M -24,280 -6%
CFA
89
Cahill Financial Advisors
Minnesota
$16M -$2.23M -51,836 -12%
PCTC
90
Perkins Coie Trust Company
Washington
$16M -$679K -15,764 -4%
WF
91
WealthTrust Fairport
Ohio
$15.9M -$808K -18,744 -5%
IWS
92
Insight Wealth Strategies
California
$15.7M -$1.84M -42,812 -10%
IA
93
Independence Advisors
Pennsylvania
$15.2M -$290K -6,728 -2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$15M -$8.53M -197,948 -36%
NEIRG
95
New England Investment & Retirement Group
Massachusetts
$14.9M +$14.6M +339,060 +5,049%
GIA
96
GHP Investment Advisors
Colorado
$14.6M -$262K -6,080 -2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$14.3M +$4.68M +108,592 +48%
Comerica Bank
98
Comerica Bank
Texas
$14.2M -$442K -10,096 -3%
GIM
99
Goelzer Investment Management
Indiana
$13.9M +$4.01M +92,960 +40%
BOH
100
Bank of Hawaii
Hawaii
$13.8M -$1.94M -45,092 -12%
2 3
4
5 6