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iShares S&P 500 Growth ETF
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Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
226
Condor Capital Management
New Jersey
$334K 3,739 -12 -0.3%
MBT
227
Montecito Bank & Trust
California
$333K 3,730 – –
MCTIC
228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – -3,639 Closed
EIM
229
Emerson Investment Management
Massachusetts
$325K 3,633 -200 -5%
FHC
230
First Heartland Consultants
Missouri
$322K 3,569 -1,569 -31%
WCM
231
Wealthcare Capital Management
Virginia
$315K 3,522 -16 -0.5%
IFA
232
Interactive Financial Advisors
Illinois
$294K 3,293 – –
CAM
233
Cubic Asset Management
Massachusetts
$290K 3,250 +3,250 New
MPI
234
Mairs & Power Inc
Minnesota
$289K 3,233 – –
VKH
235
Virtu KCG Holdings
New York
$286K 3,205 +3,205 New
BSB
236
Bangor Savings Bank
Maine
$273K 3,050 +3,050 New
BRWA
237
B. Riley Wealth Advisors
Florida
$268K 2,996 -3,321 -53%
RIA
238
Regal Investment Advisors
Michigan
$263K 2,938 -1,870 -39%
DADC
239
D.A. Davidson & Co
Montana
$256K 2,876 +318 +12%
CPO
240
Cerity Partners OCIO
New York
$251K 2,805 +10 +0.4%
BFO
241
Boston Family Office
Massachusetts
$237K 2,650 – –
WJA
242
Williams Jones & Associates
New York
$235K 2,634 -147 -5%
BSW
243
Buckingham Strategic Wealth
Missouri
$234K 2,615 -1,200 -31%
MM
244
Meridian Management
Arkansas
$232K 2,600 – –
OC
245
Oarsman Capital
Wisconsin
$224K 2,505 – –
PSI
246
Pinnacle Summer Investments
Virginia
$224K 2,501 +5 +0.2%
AC
247
Alexandria Capital
Virginia
$219K 2,451 -460 -16%
KFS
248
KMS Financial Services
Washington
$215K 2,408 +2,408 New
BFG
249
Beacon Financial Group
Texas
$213K 2,375 +2,375 New
HCM
250
Harvey Capital Management
Florida
$205K 2,300 -2,500 -52%
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