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iShares S&P 500 Growth ETF
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Overview Fund Activity

825 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+73
Holders Change %
+9.71%
% of All Funds
18.41%
Holding in Top 10
100
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.95%
% of All Funds
2.23%
New
135
Increased
256
Reduced
283
Closed
57
Calls
$3.74M
Puts
$1.81M
Net Calls
+$1.93M
Net Calls Change
+$4.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$709M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$146M
4
Goldman Sachs
Goldman Sachs
New York
+$89.3M
5
AG
Advisor Group
Arizona
+$46.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$204M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$90.9M
3
HNB
Huntington National Bank
Ohio
-$79.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$79.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCC
151
Florin Court Capital
United Kingdom
$7.9M -$5.24M -139,200 -40%
Creative Planning
152
Creative Planning
Kansas
$7.87M +$211K +5,612 +3%
PAG
153
Private Advisory Group
Washington
$7.85M +$2.18M +57,884 +38%
PWAC
154
Private Wealth Advisors (California)
California
$7.7M +$7.7M +204,348 New
Bank of New York Mellon
155
Bank of New York Mellon
New York
$7.64M -$364K -9,672 -5%
DSA
156
Droms Strauss Advisors
Missouri
$7.63M +$7.63M +202,872 New
FMBTD
157
First Midwest Bank Trust Division
Illinois
$7.58M -$1.61M -42,756 -18%
N
158
Natixis
France
$7.53M – – –
WP
159
WealthPLAN Partners
Nebraska
$7.3M -$28.8K -692 -0.4%
SCIM
160
Spring Creek Investment Management
Pennsylvania
$7.09M +$7.09M +188,200 New
UBV
161
United Bank (Virginia)
Virginia
$7.08M – – –
USAA
162
United Services Automobile Association
Texas
$6.66M -$675K -17,932 -9%
MA
163
Mutual Advisors
Nebraska
$6.65M -$1.36M -36,076 -17%
SS
164
Simplicity Solutions
Minnesota
$6.5M -$8.64M -229,348 -57%
PFG
165
Pacific Financial Group
Washington
$6.41M +$6.41M +170,288 New
SCA
166
Snowden Capital Advisors
New York
$6.29M -$54.8K -1,456 -0.9%
NB
167
Nicolet Bankshares
Wisconsin
$6.25M -$45.8K -1,216 -0.7%
PL
168
Polianta Ltd
Jersey
$6.21M +$497K +13,200 +9%
APP
169
Avantax Planning Partners
Iowa
$6.2M +$1.9M +50,388 +44%
LIA
170
LBMC Investment Advisors
Tennessee
$6.2M -$11.5K -304 -0.2%
BCM
171
Brookstone Capital Management
Illinois
$6.19M -$1.32M -35,136 -18%
CS
172
Credit Suisse
Switzerland
$6.04M -$600K -15,940 -9%
SCG
173
Sonata Capital Group
Washington
$5.91M -$54.8K -1,456 -0.9%
AIM
174
Acropolis Investment Management
Missouri
$5.85M +$33.5K +888 +0.6%
IWA
175
Independence Wealth Advisors
Virginia
$5.85M -$12.1K -320 -0.2%
5 6
7
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