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iShares S&P 500 Growth ETF
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Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$2.41B +$185M +657,116 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.62B -$134M -3,027,264 -8%
Wells Fargo
3
Wells Fargo
California
$1.19B +$11.5M +260,724 +1%
Bank of America
4
Bank of America
North Carolina
$982M +$9.83M +221,824 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$735M -$27.3M -616,512 -4%
UBS Group
6
UBS Group
Switzerland
$597M -$10.1M -227,368 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$594M +$573K +12,940 +0.1%
LPL Financial
8
LPL Financial
California
$421M +$26.3M +593,536 +7%
M&T Bank
9
M&T Bank
New York
$389M -$9.49M -214,204 -2%
CM
10
Churchill Management
California
$326M +$8.49M +191,704 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$316M -$199M -4,491,620 -39%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$302M -$8.72M -196,800 -3%
Stifel Financial
13
Stifel Financial
Missouri
$293M -$5.69M -128,340 -2%
Goldman Sachs
14
Goldman Sachs
New York
$252M +$25.2M +568,812 +11%
BlackRock
15
BlackRock
New York
$209M +$452K +10,216 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$163M +$5.75M +129,872 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$156M -$5.35M -120,856 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$138M +$87.9M +1,983,616 +174%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$134M -$13.3M -299,264 -9%
AG
20
Advisor Group
Arizona
$134M +$68.7M +1,550,448 +106%
HB
21
Homrich & Berg
Georgia
$131M -$1.96M -44,336 -1%
Axa
22
Axa
France
$117M -$2.69M -60,800 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$115M +$3.26M +73,508 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$114M +$1.65M +37,300 +1%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$110M -$8.02M -181,168 -7%
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