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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
101
Choreo LLC
Illinois
$14.8M -$55.1K -1,240 -0.4%
TCM
102
Traynor Capital Management
Pennsylvania
$14.6M +$305K +6,884 +2%
V
103
Veritable
Delaware
$14.5M – – –
CWM
104
Cahaba Wealth Management
Georgia
$14.2M +$41.1K +924 +0.3%
MGIA
105
Moneta Group Investment Advisors
Missouri
$14.1M +$179K +4,036 +1%
LMIM
106
Lockheed Martin Investment Management
Maryland
$14M -$3.08M -69,600 -18%
BB
107
Busey Bank
Illinois
$13.8M +$1.13M +25,600 +9%
IA
108
Independence Advisors
Pennsylvania
$13.3M -$256K -5,784 -2%
ECM
109
Evergreen Capital Management
Washington
$13M -$614K -13,856 -5%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$13M -$1.07M -24,216 -8%
BS
111
Banco Santander
Spain
$13M +$1.54M +34,760 +13%
IA
112
IFP Advisors
Florida
$12.9M -$598K -13,492 -4%
FWP
113
FAS Wealth Partners
Kansas
$12.6M +$270K +6,088 +2%
HJA
114
Hugh Johnson Advisors
New York
$12.5M -$220K -4,956 -2%
SFI
115
SPC Financial Inc
Maryland
$12.5M -$49.6K -1,120 -0.4%
IA
116
IndexIQ Advisors
New York
$12.3M -$2.29M -51,808 -16%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$11.8M +$3.99M +89,976 +51%
IFAM
118
Institutional & Family Asset Management
Colorado
$11.7M +$217K +4,896 +2%
FAAS
119
First Allied Advisory Services
California
$11.5M +$3.73M +84,304 +48%
MCM
120
MAI Capital Management
Ohio
$11.5M +$1.13M +25,420 +11%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$11.4M – – –
ANB
122
Amarillo National Bank
Texas
$11.4M +$1.6M +36,108 +16%
Northern Trust
123
Northern Trust
Illinois
$11.2M -$88.9K -2,008 -0.8%
CMO
124
Covenant Multifamily Offices
Texas
$11.1M +$11.1M +250,400 New
TW
125
Transform Wealth
Colorado
$11M +$628K +14,188 +6%
3 4
5
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