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iShares S&P 500 Growth ETF
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Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Howard Capital Management
Georgia
$12.7M -$58.3M -1,232,876 -82%
EWF
102
Epstein & White Financial
California
$12.5M -$5.11M -135,384 -29%
CL
103
Choreo LLC
Illinois
$12.3M -$236K -6,260 -2%
CWM
104
Cahaba Wealth Management
Georgia
$12.1M +$61.3K +1,628 +0.5%
FAAS
105
First Allied Advisory Services
California
$12.1M +$2.27M +60,156 +23%
BS
106
Banco Santander
Spain
$12M +$1.13M +30,320 +10%
BB
107
Busey Bank
Illinois
$11.9M +$198K +5,264 +2%
TCM
108
Traynor Capital Management
Pennsylvania
$11.9M -$578K -15,336 -5%
RWG
109
Regal Wealth Group
California
$11.7M -$4.34M -115,180 -27%
MGIA
110
Moneta Group Investment Advisors
Missouri
$11.6M -$332K -8,816 -3%
FWP
111
FAS Wealth Partners
Kansas
$11.6M +$903K +23,976 +8%
V
112
Veritable
Delaware
$11.6M -$716K -19,004 -6%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$11.2M +$202K +5,372 +2%
ECM
114
Evergreen Capital Management
Washington
$10.8M -$186K -4,948 -2%
SFI
115
SPC Financial Inc
Maryland
$10.8M +$184K +4,880 +2%
WWM
116
Western Wealth Management
Colorado
$10.7M +$10.7M +285,060 New
AIA
117
Alera Investment Advisors
Illinois
$10.6M +$10.6M +281,032 New
MFM
118
Mirsky Financial Management
New York
$10.6M +$10.6M +280,976 New
FAIM
119
Financial Advocates Investment Management
Washington
$10.5M +$1.84M +48,884 +21%
IFAM
120
Institutional & Family Asset Management
Colorado
$10.4M +$504K +13,384 +5%
HJA
121
Hugh Johnson Advisors
New York
$10.4M -$228K -6,056 -2%
CA
122
Centerpoint Advisors
Massachusetts
$10.3M -$3.8M -100,956 -27%
Financial Engines Advisors
123
Financial Engines Advisors
California
$10.1M +$10.1M +261,488 New
Northern Trust
124
Northern Trust
Illinois
$10.1M +$538K +14,296 +6%
SWPG
125
Strategic Wealth Partners Group
Illinois
$9.64M +$9.64M +255,904 New
3 4
5
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