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iShares S&P 500 Growth ETF
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Overview Fund Activity

869 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+17
Holders Change %
+2%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.07%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M

Top Buyers

1
PSUF
People's United Financial
Connecticut
$74.9M
2
CWM
Connecticut Wealth Management
Connecticut
$30.6M
3
PIM
Parker Investment Management
California
$94.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$35.5M
5
HighTower Advisors
HighTower Advisors
Illinois
$42.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$81.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$318M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$831M
4
Morgan Stanley
Morgan Stanley
New York
$1.44B
5
Wells Fargo
Wells Fargo
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
126
Hugh Johnson Advisors
New York
$11.6M -$669K -14,924 -5%
ECM
127
Evergreen Capital Management
Washington
$11.5M -$1.27M -28,284 -10%
CS
128
Comerica Securities
Michigan
$11.2M +$1.87M +41,732 +20%
IFS
129
Ifrah Financial Services
Arkansas
$11.2M -$87.8K -1,960 -0.8%
PWP
130
Personal Wealth Partners
Minnesota
$11.1M -$326K -7,284 -3%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$11.1M +$217K +4,844 +2%
SHIM
132
Stone House Investment Management
Pennsylvania
$11.1M +$5M +111,480 +82%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$11M – – –
MIAN
134
Mariner Independent Advisor Network
Kansas
$10.8M +$758K +16,824 +8%
FAAS
135
First Allied Advisory Services
California
$10.8M -$2.67M -59,520 -20%
DADC
136
D.A. Davidson & Co
Montana
$10.8M +$241K +5,384 +2%
EWF
137
Epstein & White Financial
California
$10.7M -$625K -14,048 -6%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$10.4M -$311K -6,944 -3%
PSP
139
Principal Street Partners
Tennessee
$10.3M +$10.3M +229,396 New
HIS
140
Harvest Investment Services
Illinois
$10M +$233K +5,148 +2%
MFM
141
Mirsky Financial Management
New York
$9.98M -$93.7K -2,092 -0.9%
KM
142
Kalos Management
Georgia
$9.85M +$1.95M +43,480 +25%
BTS
143
BB&T Securities
Virginia
$9.59M -$1.41M -31,428 -13%
CS
144
Credit Suisse
Switzerland
$9.54M +$1.91M +42,528 +25%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$9.52M -$6.46M – –
GPA
146
Guidance Point Advisors
Massachusetts
$9.19M +$91.8K +2,048 +1%
HW
147
Hancock Whitney
Mississippi
$8.97M +$2.95M +65,856 +49%
CFG
148
Citizens Financial Group
Rhode Island
$8.92M +$278K +6,204 +3%
PWAC
149
Private Wealth Advisors (California)
California
$8.92M – – –
DSA
150
Droms Strauss Advisors
Missouri
$8.92M -$53K -1,184 -0.6%
4 5
6
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