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iShares S&P 500 Growth ETF
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Overview Fund Activity

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M

Top Buyers

1
CM
Churchill Management
California
+$231M
2
Morgan Stanley
Morgan Stanley
New York
+$90.6M
3
Wells Fargo
Wells Fargo
California
+$52.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$49.8M
5
FIG
FundX Investment Group
California
+$49.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$31.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$28.7M
3
SIM
Strategic Investment Management
Virginia
-$27.2M
4
HNB
Huntington National Bank
Ohio
-$26.4M
5
TT
Tiedemann Trust
Delaware
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
226
Jane Street
New York
$1M +$1M +35,968 New
PFP
227
Pinnacle Financial Partners
Tennessee
$978K +$2.57K +92 +0.3%
EPP
228
ETF Portfolio Partners
Kansas
$971K +$971K +34,792 New
FIM
229
Freedom Investment Management
Connecticut
$959K -$14.1K -504 -1%
NES
230
New England Securities
New York
$929K +$130K +4,644 +16%
ST
231
Sageworth Trust
Pennsylvania
$925K +$515K +18,464 +126%
CFS
232
Commonwealth Financial Services
West Virginia
$911K +$911K +32,664 New
JFA
233
JNBA Financial Advisors
Minnesota
$898K +$40K +1,432 +5%
LH
234
Lebenthal Holdings
New York
$897K +$897K +32,140 New
VIA
235
Vantage Investment Advisors
Pennsylvania
$896K +$175K +6,276 +24%
CAL
236
Capital Advisors Ltd
Ohio
$869K +$192K +6,888 +28%
CFB
237
Cullen/Frost Bankers
Texas
$861K – – –
CWM
238
Concert Wealth Management
California
$846K +$846K +30,356 New
AWA
239
Arete Wealth Advisors
Illinois
$841K +$29.8K +1,068 +4%
HW
240
Hancock Whitney
Mississippi
$831K -$13.2K -472 -2%
AWM
241
Avior Wealth Management
Nebraska
$830K +$670 +24 +0.1%
RIA
242
Regal Investment Advisors
Michigan
$828K +$254K +9,108 +44%
Lazard Asset Management
243
Lazard Asset Management
New York
$807K – – –
HCP
244
Holt Capital Partners
Texas
$805K -$16.7K -600 -2%
BJL
245
Brighton Jones LLC
Washington
$796K +$172K +6,172 +28%
SFA
246
Sequoia Financial Advisors
Ohio
$771K -$77.5K -2,776 -9%
GLRA
247
Gerald L. Ray & Associates
Texas
$755K -$447 -16 -0.1%
CCB
248
Cutter & Co Brokerage
Missouri
$755K +$420K +15,052 +126%
HCMNY
249
Howard Capital Management (New York)
New York
$715K – – –
NEPWA
250
New England Private Wealth Advisors
Massachusetts
$695K +$2.12K +76 +0.3%
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10
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