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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.31B -$68.8M -1,825,288 -5%
Wells Fargo
2
Wells Fargo
California
$1.01B -$4.23M -112,376 -0.4%
Bank of America
3
Bank of America
North Carolina
$858M +$23.4M +621,040 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$839M +$214M +5,677,952 +34%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$806M +$709M +18,817,776 +731%
UBS Group
6
UBS Group
Switzerland
$522M +$14.1M +373,108 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$504M +$3.94M +105,736 +0.8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$404M +$146M +3,886,772 +57%
LPL Financial
9
LPL Financial
California
$372M +$13.9M +369,208 +4%
M&T Bank
10
M&T Bank
New York
$328M -$2.78M -73,828 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$316M -$5.75M -153,112 -2%
Goldman Sachs
12
Goldman Sachs
New York
$304M +$89.3M +2,369,676 +42%
CM
13
Churchill Management
California
$275M -$2.25M -59,640 -0.8%
Stifel Financial
14
Stifel Financial
Missouri
$245M -$4.15M -110,192 -2%
BlackRock
15
BlackRock
New York
$209M +$31.2M +829,088 +18%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$190M -$79.5M -2,110,444 -30%
AG
17
Advisor Group
Arizona
$160M +$46.1M +1,222,840 +41%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$138M -$572K -15,188 -0.4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$134M +$714K +18,944 +0.5%
HB
20
Homrich & Berg
Georgia
$110M -$2.15M -57,116 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$106M -$7.38M -196,048 -6%
RJA
22
Raymond James & Associates
Florida
$101M +$11.4M +302,168 +13%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$97.2M -$630K -16,724 -0.6%
Axa
24
Axa
France
$94M -$5.83M -154,800 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$81.8M +$16.2M +430,668 +25%
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