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iShares S&P 500 Growth ETF
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Overview Fund Activity

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$806M
2
Stifel Financial
2
Stifel Financial
Missouri
$336M
3
LPL Financial
3
LPL Financial
California
$428M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$21.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$62.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$978M
2
HNB
2
Huntington National Bank
Ohio
$76.9M
3
PIM
3
Parker Investment Management
California
$48.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
GHP Investment Advisors
Colorado
$14.9M -$129K -2,868 -0.9%
MML Investors Services
102
MML Investors Services
Massachusetts
$14.2M -$6.91M -153,424 -33%
BS
103
Banco Santander
Spain
$14.2M +$506K +11,196 +4%
CL
104
Choreo LLC
Illinois
$14.1M -$596K -13,240 -4%
FWP
105
FAS Wealth Partners
Kansas
$14M -$119K -2,648 -0.8%
V
106
Veritable
Delaware
$13.8M -$70.6K -1,568 -0.5%
BOH
107
Bank of Hawaii
Hawaii
$13.4M – – –
CAI
108
Capital Advisors Inc
Oklahoma
$13.2M – – –
ANB
109
Amarillo National Bank
Texas
$13.1M +$112K +2,492 +0.9%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$13.1M -$530K -11,776 -4%
SFI
111
SPC Financial Inc
Maryland
$13M -$124K -2,748 -0.9%
WWM
112
Western Wealth Management
Colorado
$12.9M +$12.6K +280 +0.1%
SAM
113
Silvercrest Asset Management
New York
$12.8M +$936K +20,800 +8%
TW
114
Transform Wealth
Colorado
$12.7M -$14.9K -332 -0.1%
FLA
115
Financial Life Advisors
Texas
$12.6M +$476K +10,580 +4%
CA
116
Centerpoint Advisors
Massachusetts
$12.5M +$128K +2,836 +1%
SWPG
117
Strategic Wealth Partners Group
Illinois
$12.3M +$83.2K +1,848 +0.7%
IFAM
118
Institutional & Family Asset Management
Colorado
$12.2M -$246K -5,460 -2%
AIA
119
Alera Investment Advisors
Illinois
$11.9M -$224K -4,968 -2%
CWM
120
Cahaba Wealth Management
Georgia
$11.9M -$2.2M -48,880 -16%
CS
121
Comerica Securities
Michigan
$11.6M +$365K +8,120 +3%
Northern Trust
122
Northern Trust
Illinois
$11.6M -$120K -2,656 -1%
ECM
123
Evergreen Capital Management
Washington
$11.6M -$13.7K -304 -0.1%
FAAS
124
First Allied Advisory Services
California
$11.4M +$530K +11,780 +5%
IFS
125
Ifrah Financial Services
Arkansas
$11.3M +$65.7K +1,460 +0.6%
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5
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