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iShares S&P 500 Growth ETF
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Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$329M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$37.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$54.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.2M
5
AG
5
Advisor Group
Arizona
$81.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M
2
VA
2
Valmark Advisers
Ohio
$208M
3
Wells Fargo
3
Wells Fargo
California
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51B
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$12.1M 77,698 +1,546 +2%
ECM
102
Evergreen Capital Management
Washington
$11.9M 76,871 -10,405 -12%
MGIA
103
Moneta Group Investment Advisors
Missouri
$11.9M 76,666 +539 +0.7%
CWM
104
Cahaba Wealth Management
Georgia
$11.8M 77,722 +3,214 +4%
FWP
105
FAS Wealth Partners
Kansas
$11.3M 73,008 -105,913 -59%
BB
106
Busey Bank
Illinois
$10.8M 69,778 +2,756 +4%
SFI
107
SPC Financial Inc
Maryland
$10.8M 69,652 -1,455 -2%
AIM
108
Advantage Investment Management
Iowa
$10.7M 69,186 +892 +1%
PWS
109
Paragon Wealth Strategies
Florida
$10.7M 68,737 -15,677 -19%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$10.3M 66,294 -4,742 -7%
FAIM
111
Financial Advocates Investment Management
Washington
$10.1M 65,167 +6,159 +10%
IFAM
112
Institutional & Family Asset Management
Colorado
$10M 64,675 +97 +0.2%
BS
113
Banco Santander
Spain
$10M 64,600 +64,600 New
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$10M 64,498 – –
PAG
115
Private Advisor Group
New Jersey
$9.75M 62,892 +7,945 +14%
TA
116
Townsend & Associates
Colorado
$9.67M 62,352 +47,871 +331%
Comerica Bank
117
Comerica Bank
Texas
$9.5M 59,908 -14,082 -19%
SAM
118
Silvercrest Asset Management
New York
$9.25M 59,678 – –
MCM
119
MAI Capital Management
Ohio
$9.2M 59,319 +10,895 +22%
CIR
120
Clear Investment Research
Georgia
$9.19M 59,278 -618 -1%
TW
121
Transform Wealth
Colorado
$9.1M 58,708 +708 +1%
RWM
122
RKL Wealth Management
Pennsylvania
$8.96M 57,736 -1,816 -3%
CS
123
Comerica Securities
Michigan
$8.94M 57,654 -1,792 -3%
Northern Trust
124
Northern Trust
Illinois
$8.93M 57,592 +13,375 +30%
ANB
125
Amarillo National Bank
Texas
$8.86M 57,125 -2,956 -5%
3 4
5
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