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iShares S&P 500 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 246 increasing their positions, 347 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+27
Holders Change %
+3.27%
% of All Funds
18.47%
Holding in Top 10
101
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1%
% of All Funds
2.19%
New
87
Increased
246
Reduced
347
Closed
48
Calls
$1.69M
Puts
$1.57M
Net Calls
+$123K
Net Calls Change
-$1.81M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$79.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.6M
3
PIM
Parker Investment Management
California
+$49.5M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$25.3M
5
NFG
Noven Financial Group
Colorado
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$99M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
5
Morgan Stanley
Morgan Stanley
New York
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.42B -$75.6M -1,754,912 -5%
Wells Fargo
2
Wells Fargo
California
$1.12B -$42.4M -983,424 -4%
Bank of America
3
Bank of America
North Carolina
$923M -$58.8M -1,364,008 -6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$842M -$80.2M -1,860,684 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$702M -$257M -5,971,984 -27%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$587M +$3.91M +90,840 +0.7%
UBS Group
7
UBS Group
Switzerland
$582M -$14.7M -341,876 -2%
LPL Financial
8
LPL Financial
California
$388M -$37.5M -871,064 -9%
Ameriprise
9
Ameriprise
Minnesota
$354M -$8.25M -191,268 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$351M -$111M -2,579,968 -24%
M&T Bank
11
M&T Bank
New York
$348M -$27.7M -642,268 -7%
CM
12
Churchill Management
California
$322M +$8.13M +188,596 +3%
Stifel Financial
13
Stifel Financial
Missouri
$285M +$3.72M +86,064 +1%
Goldman Sachs
14
Goldman Sachs
New York
$248M -$99M -2,297,788 -29%
BlackRock
15
BlackRock
New York
$217M -$22.3M -516,456 -9%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$207M -$9.81M -227,576 -5%
AG
17
Advisor Group
Arizona
$159M -$23.9M -553,804 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$156M -$2M -46,344 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$149M -$4.07M -94,552 -3%
HB
20
Homrich & Berg
Georgia
$124M -$1.74M -40,324 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$120M -$2.34M -54,220 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$117M +$5.4M +125,384 +5%
RJA
23
Raymond James & Associates
Florida
$111M -$4.52M -104,832 -4%
Axa
24
Axa
France
$101M -$6.5M -150,800 -6%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$93.6M +$79.9M +4,392,424 +580%
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