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iShares S&P 500 Growth ETF
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Overview Fund Activity

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$806M
2
Stifel Financial
Stifel Financial
Missouri
$336M
3
LPL Financial
LPL Financial
California
$428M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$62.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$978M
2
HNB
Huntington National Bank
Ohio
$76.9M
3
PIM
Parker Investment Management
California
$48.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.27M
5
Morgan Stanley
Morgan Stanley
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
76
TRUE Private Wealth Advisors
Oregon
$20.6M -$165K -3,656 -0.8%
PAIM
77
Punch & Associates Investment Management
Minnesota
$20.4M -$82.6K -1,836 -0.4%
MCM
78
MAI Capital Management
Ohio
$20.3M +$51.5K +1,144 +0.3%
PA
79
Probity Advisors
Texas
$19.5M +$393K +8,736 +2%
Citigroup
80
Citigroup
New York
$19.2M -$387K -8,600 -2%
FI
81
FormulaFolio Investments
Michigan
$19M +$19M +422,116 New
CIM
82
Confluence Investment Management
Missouri
$18.9M -$491K -10,916 -3%
CG
83
Colony Group
Massachusetts
$18.6M -$262K -5,824 -1%
NEIRG
84
New England Investment & Retirement Group
Massachusetts
$18.3M -$6.91M -153,528 -27%
FMC
85
First Merchants Corp
Indiana
$18.2M +$18.2M +403,304 New
PR
86
Payden & Rygel
California
$17.6M – – –
SI
87
Stephens Inc
Arkansas
$17.6M -$96.7K -2,148 -0.5%
PCTC
88
Perkins Coie Trust Company
Washington
$16.9M +$380K +8,436 +2%
IA
89
IFP Advisors
Florida
$16.8M +$16.8M +374,604 New
MA
90
MUFG Americas
New York
$16.7M -$366K -8,128 -2%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$16.6M -$19.1M -423,924 -53%
CFA
92
Cahill Financial Advisors
Minnesota
$16.6M -$337K -7,480 -2%
Comerica Bank
93
Comerica Bank
Texas
$15.9M +$16.3K +360 +0.1%
BF
94
BOK Financial
Oklahoma
$15.9M -$340K -7,544 -2%
Financial Engines Advisors
95
Financial Engines Advisors
California
$15.8M +$996K +22,876 +7%
GIM
96
Goelzer Investment Management
Indiana
$15.5M +$464K +10,312 +3%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$15.3M -$9.52M – –
IA
98
Independence Advisors
Pennsylvania
$15.1M -$223K -4,956 -1%
TCM
99
Traynor Capital Management
Pennsylvania
$15.1M +$236K +5,252 +2%
BB
100
Busey Bank
Illinois
$15.1M +$509K +11,312 +3%
2 3
4
5 6