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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 %
NB
151
Nicolet Bankshares
Wisconsin
$6.84M – – –
SCA
152
Snowden Capital Advisors
New York
$6.82M -$123K -3,036 -2%
IWA
153
Independence Wealth Advisors
Virginia
$6.77M -$287K -7,052 -4%
LIA
154
LBMC Investment Advisors
Tennessee
$6.68M -$20.8K -512 -0.3%
HCM
155
Howard Capital Management
Georgia
$6.49M +$6.49M +154,676 New
WP
156
WealthPLAN Partners
Nebraska
$6.44M +$1.24M +30,400 +24%
Two Sigma Investments
157
Two Sigma Investments
New York
$6.43M +$5.6M +137,644 +671%
SAM
158
Securian Asset Management
Minnesota
$6.41M -$683K -16,800 -10%
SCG
159
Sonata Capital Group
Washington
$6.39M -$239K -5,884 -4%
AIM
160
Acropolis Investment Management
Missouri
$6.37M -$35.8K -880 -0.6%
TFCP
161
Twin Focus Capital Partners
Massachusetts
$6.35M -$369K -9,088 -6%
CFG
162
Citizens Financial Group
Rhode Island
$6.18M -$7.48K -184 -0.1%
PAG
163
Private Advisory Group
Washington
$6.16M -$774K -19,044 -11%
CWM
164
Cranbrook Wealth Management
Michigan
$6.11M -$159K -3,904 -3%
JIC
165
Johnson Investment Counsel
Ohio
$6.1M -$359K -8,824 -6%
GWM
166
Geneos Wealth Management
Colorado
$6.1M +$146K +3,600 +2%
ABTD
167
Arvest Bank Trust Division
Oklahoma
$6.06M -$77.9K -1,916 -1%
WP
168
WealthSource Partners
California
$6.05M -$3.58K -88 -0.1%
PL
169
Polianta Ltd
Jersey
$6.02M – – –
ST
170
Smithfield Trust
Pennsylvania
$5.87M -$38.9K -956 -0.7%
DWA
171
Dorsey Wright & Associates
California
$5.57M -$10.9K -268 -0.2%
BFM
172
Broadview Financial Management
Wisconsin
$5.46M -$19.7K -484 -0.4%
PS
173
Portfolio Strategies
New York
$5.45M -$23.6K -580 -0.4%
CAL
174
Capital Analysts LLC
Pennsylvania
$5.41M +$1.42M +35,004 +36%
CCP
175
Corient Capital Partners
California
$5.37M +$1.42M +34,900 +36%
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