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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 %
RA
201
RFG Advisory
Alabama
$5.02M +$190K +4,224 +4%
FBA
202
Front Barnett Associates
Illinois
$4.96M -$244K -5,420 -5%
SEIA
203
Signature Estate & Investment Advisors
California
$4.95M -$579K -12,868 -10%
AllianceBernstein
204
AllianceBernstein
Tennessee
$4.95M -$231K -5,132 -4%
SCG
205
Sonata Capital Group
Washington
$4.94M -$83.7K -1,860 -2%
SNT
206
Security National Trust
West Virginia
$4.9M -$201K -4,464 -4%
First Trust Advisors
207
First Trust Advisors
Illinois
$4.86M +$282K +6,260 +6%
VC
208
Vestor Capital
Illinois
$4.85M +$325K +7,224 +7%
CA
209
Clearstead Advisors
Ohio
$4.82M -$138K -3,076 -3%
GWA
210
Guidant Wealth Advisors
Illinois
$4.64M -$159K -3,532 -3%
CAL
211
Capital Advisors Ltd
Ohio
$4.63M -$219K -5,312 -5%
Brown Advisory
212
Brown Advisory
Maryland
$4.6M +$67K +1,488 +1%
Cerity Partners
213
Cerity Partners
New York
$4.58M -$37.8K -840 -0.8%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$4.51M -$186K -4,124 -4%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$4.5M +$288K +7,336 +7%
TF
216
TIAA FSB
Florida
$4.49M -$262K -5,820 -6%
NA
217
Nottingham Advisors
New York
$4.46M -$57.5K -1,216 -1%
CCP
218
Corient Capital Partners
California
$4.38M -$279K -6,208 -6%
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$4.32M -$85.7K -1,904 -2%
CB
220
Commerce Bank
Missouri
$4.3M +$111K +2,472 +3%
TA
221
Tiedemann Advisors
New York
$4.28M +$220K +4,876 +5%
FMP
222
Financial Management Professionals
Texas
$4.23M +$160K +3,556 +4%
FHA
223
First Horizon Advisors
Tennessee
$4.2M -$322K -7,148 -7%
CFB
224
Cullen/Frost Bankers
Texas
$4.17M -$195K -4,340 -4%
GRP
225
Global Retirement Partners
California
$4.07M +$1.41M +31,344 +53%
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