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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 %
MCM
126
MAI Capital Management
Ohio
$9.51M -$135K -3,320 -1%
DADC
127
D.A. Davidson & Co
Montana
$9.41M +$915K +22,500 +11%
HFS
128
HL Financial Services
Kentucky
$9.31M +$392K +9,652 +4%
RWM
129
RKL Wealth Management
Pennsylvania
$9.28M -$105K -2,584 -1%
CIR
130
Clear Investment Research
Georgia
$9.19M – – –
CS
131
Comerica Securities
Michigan
$9.18M -$219K -5,376 -2%
CAI
132
Capital Advisors Inc
Oklahoma
$9.06M +$592K +14,552 +7%
CA
133
Centerpoint Advisors
Massachusetts
$9.01M -$6.42M -157,900 -42%
USAA
134
United Services Automobile Association
Texas
$9M – – –
ANB
135
Amarillo National Bank
Texas
$8.99M -$297K -7,312 -3%
RWG
136
Regal Wealth Group
California
$8.92M -$9.68M -238,160 -52%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$8.75M +$6.83K +168 +0.1%
FLA
138
Financial Life Advisors
Texas
$8.31M +$2.24M +55,188 +37%
CS
139
Credit Suisse
Switzerland
$8.25M +$2.55M +62,824 +45%
N
140
Natixis
France
$8.13M – – –
TA
141
Tiedemann Advisors
New York
$8.1M +$732K +17,948 +10%
CG
142
Colony Group
Massachusetts
$7.82M -$196K -4,820 -2%
UBV
143
United Bank (Virginia)
Virginia
$7.65M – – –
SGCA
144
Steel Grove Capital Advisors
Tennessee
$7.65M +$168K +4,116 +2%
Creative Planning
145
Creative Planning
Kansas
$7.46M +$719K +17,684 +11%
MA
146
Mutual Advisors
Nebraska
$7.44M +$1.27M +31,172 +21%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$7.19M -$17.8M -438,472 -71%
FAAS
148
First Allied Advisory Services
California
$7.14M +$37.1K +916 +0.5%
ASN
149
Advisory Services Network
Georgia
$7.11M +$2.21M +51,760 +45%
PP
150
Prudential plc
United Kingdom
$7.03M +$3.59M +88,400 +105%
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