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iShares S&P 500 Growth ETF
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Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
226
Sigma Investment Counselors
Michigan
$499K 5,057 -265 -5%
ST
227
Sageworth Trust
Pennsylvania
$495K 5,017 +5,017 New
HCM
228
Hollencrest Capital Management
California
$493K 4,995 +4,995 New
DIS
229
Diversified Investment Strategies
Louisiana
$484K 4,900 – –
ICAS
230
Investors Capital Advisory Services
Massachusetts
$477K 4,832 – –
MHS
231
M Holdings Securities
Oregon
$470K 4,764 +4,764 New
CWM
232
Concert Wealth Management
California
$461K 4,661 +406 +10%
NAM
233
North American Management
Massachusetts
$454K 4,600 – –
KT
234
Kanaly Trust
Texas
$434K 4,393 +4,393 New
GIM
235
Goelzer Investment Management
Indiana
$432K 4,375 – –
NEPWA
236
New England Private Wealth Advisors
Massachusetts
$431K 4,368 +4,368 New
TWM
237
Torch Wealth Management
Ohio
$430K 4,355 +4,355 New
SWM
238
SVA Wealth Management
Wisconsin
$427K 4,329 +4,329 New
BAM
239
Berkshire Asset Management
Pennsylvania
$426K 4,316 -225 -5%
PGA
240
Portland Global Advisors
Maine
$415K 4,201 -450 -10%
OCG
241
Opus Capital Group
Ohio
$413K 4,185 – –
BOK
242
Bank of Kentucky
Kentucky
$403K 4,082 -1,125 -22%
TIA
243
Tiemann Investment Advisors
California
$396K 4,015 +4,015 New
CCT
244
Capital City Trust
Florida
$386K 3,910 – –
CCM
245
Condor Capital Management
New Jersey
$367K 3,718 -21 -0.6%
CAM
246
Cubic Asset Management
Massachusetts
$365K 3,700 +450 +14%
EIM
247
Emerson Investment Management
Massachusetts
$359K 3,633 – –
MCTIC
248
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
CWM
249
Cabot Wealth Management
Massachusetts
$352K 3,564 -2,420 -40%
WCM
250
Wealthcare Capital Management
Virginia
$348K 3,522 – –
8 9
10
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