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iShares S&P 500 Growth ETF
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Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$329M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$37.4M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$54.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.2M
5
AG
5
Advisor Group
Arizona
$81.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M
2
VA
2
Valmark Advisers
Ohio
$208M
3
Wells Fargo
3
Wells Fargo
California
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51B
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.51B 9,735,159 -467,213 -5%
Wells Fargo
2
Wells Fargo
California
$1.08B 6,955,846 -497,387 -7%
Bank of America
3
Bank of America
North Carolina
$830M 5,349,202 +62,998 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$630M 4,043,826 -3,244,535 -45%
UBS Group
5
UBS Group
Switzerland
$530M 3,417,403 -50,522 -1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$480M 3,097,576 +4,774 +0.2%
M&T Bank
7
M&T Bank
New York
$356M 2,294,673 -63,456 -3%
LPL Financial
8
LPL Financial
California
$329M 2,119,593 +357,624 +20%
Ameriprise
9
Ameriprise
Minnesota
$276M 1,776,806 +143,238 +9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$273M 1,762,400 +570 +0%
CM
11
Churchill Management
California
$270M 1,741,194 +42,122 +2%
Stifel Financial
12
Stifel Financial
Missouri
$248M 1,603,408 +84,522 +6%
VA
13
Valmark Advisers
Ohio
$208M 1,342,059 -867,553 -39%
BlackRock
14
BlackRock
New York
$178M 1,149,646 -217,357 -16%
Goldman Sachs
15
Goldman Sachs
New York
$167M 1,079,374 -48,555 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$145M 934,209 -82,210 -8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$128M 829,976 +151,874 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$126M 812,520 -9,587 -1%
HB
19
Homrich & Berg
Georgia
$118M 764,099 +1,150 +0.2%
Axa
20
Axa
France
$118M 759,448 +13,500 +2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$117M 753,881 +52,633 +8%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$98.5M 635,109 +1,963 +0.3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$97M 625,369 +78,554 +14%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$95.9M 618,664 +41,905 +7%
AG
25
Advisor Group
Arizona
$81.3M 524,440 +157,681 +43%
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