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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$978M
2
HNB
Huntington National Bank
Ohio
$76.9M
3
PIM
Parker Investment Management
California
$48.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.27M
5
Morgan Stanley
Morgan Stanley
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$11.1M – – –
BOS
127
Bank of Stockton
California
$11M +$6.55M +145,572 +146%
EWF
128
Epstein & White Financial
California
$11M +$108K +2,388 +1%
DADC
129
D.A. Davidson & Co
Montana
$10.9M +$106K +2,360 +1%
PWP
130
Personal Wealth Partners
Minnesota
$10.8M -$326K -7,244 -3%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$10.7M -$441K -9,792 -4%
KM
132
Kalos Management
Georgia
$10.7M +$781K +17,352 +8%
PSP
133
Principal Street Partners
Tennessee
$10.5M +$129K +2,872 +1%
MIAN
134
Mariner Independent Advisor Network
Kansas
$10.4M -$344K -7,708 -3%
HW
135
Hancock Whitney
Mississippi
$10.3M +$1.28M +28,492 +14%
MGIA
136
Moneta Group Investment Advisors
Missouri
$9.84M +$1.16M +25,860 +13%
MFM
137
Mirsky Financial Management
New York
$9.7M -$320K -7,116 -3%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$9.56M -$894K -19,856 -9%
BTS
139
BB&T Securities
Virginia
$9.45M -$192K -4,272 -2%
GPA
140
Guidance Point Advisors
Massachusetts
$9.32M +$85.7K +1,904 +0.9%
PWAC
141
Private Wealth Advisors (California)
California
$9.16M -$160K -3,544 -2%
PAG
142
Private Advisory Group
Washington
$8.79M +$673K +14,960 +8%
CFG
143
Citizens Financial Group
Rhode Island
$8.68M -$280K -6,216 -3%
FCC
144
Florin Court Capital
United Kingdom
$8.65M -$144K -3,200 -2%
DSA
145
Droms Strauss Advisors
Missouri
$8.55M -$416K -9,244 -5%
MA
146
Mutual Advisors
Nebraska
$8.47M +$390K +8,672 +5%
SHIM
147
Stone House Investment Management
Pennsylvania
$8.35M -$2.77M -61,568 -25%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$8.27M -$44.9M -998,420 -84%
SS
149
Sunbelt Securities
Texas
$8.17M +$3.94M +87,560 +93%
FAIM
150
Financial Advocates Investment Management
Washington
$8.1M +$119K +2,644 +1%
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