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iShares Core S&P US Growth ETF

117 hedge funds and large institutions have $562M invested in iShares Core S&P US Growth ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
23
Increased
46
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$107M +$67.5M +1,573,234 +169%
Wells Fargo
2
Wells Fargo
California
$92.6M +$23.6M +549,492 +34%
Morgan Stanley
3
Morgan Stanley
New York
$38.3M +$5.93M +138,069 +18%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.5M -$787K -18,204 -2%
ClearBridge Investments
5
ClearBridge Investments
New York
$32.8M +$30.4M +708,878 +1,283%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$22M +$2.14M +49,874 +11%
LPL Financial
7
LPL Financial
California
$20.5M +$5.25M +121,370 +35%
UBS Group
8
UBS Group
Switzerland
$14.3M +$4.71M +109,810 +49%
SPC
9
Sigma Planning Corp
Michigan
$13.5M +$5.1M +118,813 +61%
PAG
10
Private Advisor Group
New Jersey
$12M -$4M -90,936 -25%
AG
11
Advisor Group
Arizona
$10.4M +$477K +11,107 +5%
RJA
12
Raymond James & Associates
Florida
$9.73M +$7.72M +179,883 +384%
MWM
13
Mascoma Wealth Management
New Hampshire
$9.26M +$9.26M +215,698 New
CFSG
14
Community Financial Services Group
Vermont
$8.23M -$43.1K -1,004 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.07M +$3.02M +70,316 +60%
HCM
16
Hollencrest Capital Management
California
$7.09M -$974K -22,688 -12%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.74M +$4.35M +101,380 +182%
Ameriprise
18
Ameriprise
Minnesota
$6.44M +$1.61M +37,408 +33%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.18M +$6.18M +143,963 New
EA
20
Edge Advisors
Georgia
$5.67M +$5.67M +132,152 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.54M +$2.4M +55,837 +76%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$4.76M +$344K +7,765 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.69M +$2.54M +59,103 +118%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$4.66M +$378K +8,797 +9%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$4.31M +$801K +18,667 +23%