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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.61B +$28M +688,132 +2%
Wells Fargo
2
Wells Fargo
California
$1.09B -$45.1M -1,108,600 -4%
Bank of America
3
Bank of America
North Carolina
$892M +$22.3M +547,960 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$700M +$42.1M +1,036,264 +6%
UBS Group
5
UBS Group
Switzerland
$557M +$1.39M +34,272 +0.3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$544M +$41.2M +1,015,496 +8%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$473M +$467M +11,496,600 +8,409%
M&T Bank
8
M&T Bank
New York
$366M -$7.13M -175,280 -2%
LPL Financial
9
LPL Financial
California
$362M +$17.7M +435,852 +5%
Ameriprise
10
Ameriprise
Minnesota
$321M +$32.4M +798,168 +11%
CM
11
Churchill Management
California
$291M +$7.91M +194,492 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$286M -$949K -23,340 -0.3%
Stifel Financial
13
Stifel Financial
Missouri
$274M +$13.6M +333,828 +5%
Goldman Sachs
14
Goldman Sachs
New York
$208M +$32.7M +804,252 +19%
BlackRock
15
BlackRock
New York
$191M +$4.43M +108,992 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$148M -$3.48M -85,552 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$144M +$11.9M +292,592 +9%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$128M – – –
HB
19
Homrich & Berg
Georgia
$122M -$1.81M -44,524 -1%
Axa
20
Axa
France
$110M -$13.3M -326,800 -11%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$108M +$5.19M +127,580 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$103M +$1.49M +36,592 +1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$103M +$2.04M +50,276 +2%
RJA
24
Raymond James & Associates
Florida
$96.5M +$15.3M +377,560 +19%
VA
25
Valmark Advisers
Ohio
$80.2M -$138M -3,396,464 -63%
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