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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 %
APP
151
Avantax Planning Partners
Iowa
$7.57M +$2.34K +52 +0%
PFA
152
Pinnacle Family Advisors
Missouri
$7.55M -$553K -12,296 -7%
RWM
153
RKL Wealth Management
Pennsylvania
$7.48M -$1.32M -29,428 -15%
AWM
154
Avior Wealth Management
Nebraska
$7.44M +$1.29M +28,688 +21%
BFM
155
Broadview Financial Management
Wisconsin
$7.43M +$627K +13,936 +9%
NCM
156
Narwhal Capital Management
Georgia
$7.39M +$7.39M +164,140 New
Barclays
157
Barclays
United Kingdom
$7.35M +$7.16M +159,072 +3,787%
AWM
158
AE Wealth Management
Kansas
$7.26M -$6.96M -154,616 -49%
HIS
159
Harvest Investment Services
Illinois
$7.17M -$2.68M -60,192 -27%
PWS
160
Paragon Wealth Strategies
Florida
$7.14M -$476K -10,580 -6%
GIA
161
Gladstone Institutional Advisory
Florida
$7.04M +$6.17M +137,064 +712%
WP
162
WealthPLAN Partners
Nebraska
$7M -$216K -4,656 -3%
GWM
163
Geneos Wealth Management
Colorado
$6.97M -$41.9K -936 -0.6%
AAS
164
Avantax Advisory Services
Texas
$6.97M +$1.23M +27,208 +21%
AIM
165
Acropolis Investment Management
Missouri
$6.89M -$12.4K -276 -0.2%
PFG
166
Pacific Financial Group
Washington
$6.86M -$861K -19,212 -11%
AIG
167
American International Group
New York
$6.82M +$5.76M +128,000 +542%
FHC
168
First Heartland Consultants
Missouri
$6.8M +$450K +10,000 +7%
JIC
169
Johnson Investment Counsel
Ohio
$6.8M -$419K -9,300 -6%
F
170
F3Logic
Minnesota
$6.78M -$1.6M -35,392 -19%
SPIA
171
Steward Partners Investment Advisory
New York
$6.71M +$492K +10,924 +8%
ASN
172
Advisory Services Network
Georgia
$6.71M – – –
NB
173
Nicolet Bankshares
Wisconsin
$6.66M – – –
IWA
174
Independence Wealth Advisors
Virginia
$6.62M -$248K -5,516 -4%
APA
175
American Portfolios Advisors
New York
$6.59M +$591K +13,120 +10%
5 6
7
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