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iShares S&P 500 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
Traynor Capital Management
Pennsylvania
$13.7M +$121K +2,804 +0.9%
BB
102
Busey Bank
Illinois
$13.6M -$38.3K -888 -0.3%
CA
103
Centerpoint Advisors
Massachusetts
$13.6M +$1.81M +42,032 +15%
CL
104
Choreo LLC
Illinois
$13.5M -$599K -13,904 -4%
CWM
105
Cahaba Wealth Management
Georgia
$13.5M -$361K -8,380 -3%
FWP
106
FAS Wealth Partners
Kansas
$13.3M +$45.7K +1,060 +0.3%
V
107
Veritable
Delaware
$13.2M -$17.8K -412 -0.1%
EDRIA
108
Edmonds Duncan Registered Investment Advisors
Kansas
$13.1M +$291K +6,748 +2%
AIA
109
Arrow Investment Advisors
Maryland
$13.1M +$13.1M +304,612 New
FAAS
110
First Allied Advisory Services
California
$12.9M -$868K -20,148 -6%
Financial Engines Advisors
111
Financial Engines Advisors
California
$12.8M +$1.55M +35,976 +14%
SFI
112
SPC Financial Inc
Maryland
$12.7M +$275K +6,380 +2%
ANB
113
Amarillo National Bank
Texas
$12.7M +$1.81M +42,116 +17%
FIG
114
FundX Investment Group
California
$12.4M -$2.69M -62,516 -18%
ECM
115
Evergreen Capital Management
Washington
$12.3M -$80K -1,856 -0.6%
WWM
116
Western Wealth Management
Colorado
$12.2M -$51.3K -1,192 -0.4%
SS
117
Simplicity Solutions
Minnesota
$12.1M +$4.68M +108,576 +63%
IFAM
118
Institutional & Family Asset Management
Colorado
$11.9M -$15K -348 -0.1%
HJA
119
Hugh Johnson Advisors
New York
$11.8M -$134K -3,120 -1%
AIA
120
Alera Investment Advisors
Illinois
$11.8M -$356K -8,256 -3%
SWPG
121
Strategic Wealth Partners Group
Illinois
$11.6M +$592K +13,744 +5%
FLA
122
Financial Life Advisors
Texas
$11.4M +$620K +14,380 +6%
Northern Trust
123
Northern Trust
Illinois
$11.4M -$154K -3,572 -1%
TW
124
Transform Wealth
Colorado
$11.3M +$542K +12,572 +5%
SAM
125
Silvercrest Asset Management
New York
$11M +$170K +3,956 +2%
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5
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