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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 %
MGIA
101
Moneta Group Investment Advisors
Missouri
$12.8M +$300K +7,376 +2%
ECM
102
Evergreen Capital Management
Washington
$12.5M -$34.5K -848 -0.3%
IA
103
Independence Advisors
Pennsylvania
$12.4M -$827K -20,348 -6%
IA
104
IFP Advisors
Florida
$12.4M +$3.03M +74,536 +32%
HJA
105
Hugh Johnson Advisors
New York
$11.7M +$2.41M +59,400 +26%
BB
106
Busey Bank
Illinois
$11.6M +$275K +6,768 +2%
SFI
107
SPC Financial Inc
Maryland
$11.5M +$204K +5,020 +2%
FWP
108
FAS Wealth Partners
Kansas
$11.3M -$544K -13,372 -5%
Comerica Bank
109
Comerica Bank
Texas
$11.1M +$915K +21,556 +9%
CWM
110
Cornerstone Wealth Management
Missouri
$11M +$10.9M +7,159,728 +19,626%
LPC
111
Loeb Partners Corp
New York
$10.6M +$10.6M +261,700 New
SHIM
112
Stone House Investment Management
Pennsylvania
$10.6M +$4.15M +102,052 +65%
IFAM
113
Institutional & Family Asset Management
Colorado
$10.5M – – –
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$10.5M – – –
BS
115
Banco Santander
Spain
$10.4M -$27.5K -680 -0.3%
FAIM
116
Financial Advocates Investment Management
Washington
$10.4M -$220K -5,384 -2%
Northern Trust
117
Northern Trust
Illinois
$10.4M +$997K +24,532 +11%
PFA
118
Pinnacle Family Advisors
Missouri
$10.3M +$9.2M +226,300 +854%
SGAM
119
Steinberg Global Asset Management
Florida
$10.2M -$5.04M -123,996 -33%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$10.2M -$573K -14,096 -5%
PAG
121
Private Advisor Group
New Jersey
$10.2M -$111K -2,708 -1%
FCC
122
Florin Court Capital
United Kingdom
$9.93M +$7.9M +194,400 +390%
KFA
123
Kays Financial Advisory
Georgia
$9.86M +$9.86M +242,516 New
SAM
124
Silvercrest Asset Management
New York
$9.64M -$65K -1,600 -0.7%
TW
125
Transform Wealth
Colorado
$9.53M -$17.4K -428 -0.2%
3 4
5
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