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iShares S&P 500 Growth ETF
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Overview Fund Activity

334 hedge funds and large institutions have $5.81B invested in iShares S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
334
Holders Change
-10
Holders Change %
-2.91%
% of All Funds
9.61%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
1.18%
New
16
Increased
130
Reduced
125
Closed
25
Calls
$2.75M
Puts
$768K
Net Calls
+$1.98M
Net Calls Change
+$1.78M

Top Buyers

1
State Street
1
State Street
Massachusetts
$82.3M
2
Bank of America
2
Bank of America
North Carolina
$429M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.4M
4
TT
4
Tiedemann Trust
Delaware
$124M
5
IA
5
IndexIQ Advisors
New York
$24.3M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.1M
3
LPL Financial
3
LPL Financial
California
$89M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
SMA
5
Simply Money Advisors
Ohio
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
226
JMG Financial Group
Illinois
$609K 5,793 – –
FCI
227
Financial Counselors Inc
Kansas
$606K 5,758 +179 +3%
DY
228
Dowling & Yahnke
California
$595K 5,659 -50 -0.9%
VWM
229
Valley Wealth Managers
New Jersey
$576K 5,480 – –
SWA
230
SFMG Wealth Advisors
Texas
$574K 5,458 +4 +0.1%
JWBC
231
J.W. Burns & Co
New York
$562K 5,341 – –
FHC
232
First Heartland Consultants
Missouri
$537K 5,106 -22,934 -82%
CB
233
Commerce Bank
Missouri
$535K 5,089 – –
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$532K 5,054 – –
AF
235
Allworth Financial
California
$530K 5,034 – –
PRC
236
Platte River Capital
Colorado
$526K 5,000 -5,000 -50%
RIA
237
Regal Investment Advisors
Michigan
$526K 4,996 +353 +8%
CIC
238
Carnegie Investment Counsel
Ohio
$521K 4,955 – –
DIS
239
Diversified Investment Strategies
Louisiana
$515K 4,900 – –
OCG
240
Opus Capital Group
Ohio
$501K 4,760 – –
AI
241
Accredited Investors
Minnesota
$496K 4,715 -1,251 -21%
CIM
242
Confluence Investment Management
Missouri
$489K 4,651 +547 +13%
SIC
243
Sigma Investment Counselors
Michigan
$479K 4,557 -500 -10%
Millennium Management
244
Millennium Management
New York
$465K 4,416 +4,416 New
ICAS
245
Investors Capital Advisory Services
Massachusetts
$464K 4,419 +231 +6%
MCTIC
246
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
CWM
247
Concert Wealth Management
California
$462K 4,579 +99 +2%
TIA
248
Tiemann Investment Advisors
California
$460K 4,377 +216 +5%
KFS
249
KMS Financial Services
Washington
$456K 4,341 +1,116 +35%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$445K 4,226 -577 -12%
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