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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 %
CFG
176
Citizens Financial Group
Rhode Island
$5.7M -$21.4K -568 -0.4%
JIC
177
Johnson Investment Counsel
Ohio
$5.65M -$17.6K -468 -0.3%
TFCP
178
Twin Focus Capital Partners
Massachusetts
$5.63M +$64.5K +1,712 +1%
GWM
179
Geneos Wealth Management
Colorado
$5.58M +$38.2K +1,024 +0.7%
CAL
180
Capital Advisors Ltd
Ohio
$5.33M +$427K +11,340 +9%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$5.3M – – –
BFM
182
Broadview Financial Management
Wisconsin
$5.28M +$124K +3,280 +2%
LFAS
183
Level Four Advisory Services
Texas
$5.1M +$193K +5,120 +4%
NNP
184
Nachman Norwood & Parrott
South Carolina
$5.03M +$5.03M +133,600 New
CWM
185
Cranbrook Wealth Management
Michigan
$4.98M -$267K -7,096 -5%
JFA
186
Johanson Financial Advisors
California
$4.95M +$110K +2,908 +2%
PS
187
Portfolio Strategies
New York
$4.94M -$91.8K -2,436 -2%
CAL
188
Capital Analysts LLC
Pennsylvania
$4.88M -$70.7K -1,876 -1%
CC
189
Centiva Capital
New York
$4.85M +$1.92M +51,028 +66%
WP
190
WealthSource Partners
California
$4.84M -$181K -4,812 -4%
CWM
191
CCG Wealth Management
California
$4.78M +$4.78M +126,804 New
HW
192
Hancock Whitney
Mississippi
$4.73M -$753K -19,996 -14%
FHC
193
First Heartland Consultants
Missouri
$4.72M +$134K +3,568 +3%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$4.7M +$63.4K +1,684 +1%
RBFC
195
Roman Butler Fullerton & Co
Missouri
$4.69M +$4.69M +120,384 New
CCP
196
Corient Capital Partners
California
$4.6M -$380K -10,080 -8%
NFG
197
Next Financial Group
Texas
$4.5M +$4.06M +107,680 +924%
SEIA
198
Signature Estate & Investment Advisors
California
$4.49M +$85.6K +2,272 +2%
GWA
199
Guidant Wealth Advisors
Illinois
$4.4M +$4.4M +116,912 New
CMO
200
Covenant Multifamily Offices
Texas
$4.38M -$5.05M -134,000 -54%
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