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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

409 hedge funds and large institutions have $7.49B invested in iShares S&P 500 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+8
Holders Change %
+2%
% of All Funds
10.91%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
42
Increased
158
Reduced
136
Closed
28
Calls
$3.46M
Puts
$1.27M
Net Calls
+$2.2M
Net Calls Change
+$1.16M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$50M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$193M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$37.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$68.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$68.5M
2
CM
2
Churchill Management
California
$174M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.05M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$25.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TNB
226
Thomasville National Bank
Georgia
$1.19M 10,478 -230 -2%
DC
227
Davenport & Co
Virginia
$1.17M 10,250 +400 +4%
ASN
228
Advisory Services Network
Georgia
$1.16M 10,178 -16,207 -61%
Brown Advisory
229
Brown Advisory
Maryland
$1.16M 10,206 +5,713 +127%
BAC
230
Boys Arnold & Co
North Carolina
$1.15M 10,054 +375 +4%
WCM
231
Wealthcare Capital Management
Virginia
$1.14M 9,994 +6,318 +172%
SAM
232
Sequent Asset Management
Texas
$1.07M 9,400 – –
UBWV
233
United Bank (West Virginia)
West Virginia
$1.06M 9,335 -2,170 -19%
CCB
234
Cutter & Co Brokerage
Missouri
$1.06M 9,312 +2,552 +38%
CA
235
Cambridge Advisors
Nebraska
$1.04M 8,397 +5,097 +154%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$1.03M 9,000 -2,002 -18%
CAL
237
Capital Advisors Ltd
Ohio
$1.01M 8,855 +1,064 +14%
FIM
238
Freedom Investment Management
Connecticut
$976K 8,561 -33 -0.4%
EPP
239
ETF Portfolio Partners
Kansas
$958K 8,405 -293 -3%
ST
240
Sageworth Trust
Pennsylvania
$945K 8,291 – –
ACM
241
Azimuth Capital Management
Michigan
$936K 8,218 -1,781 -18%
PPA
242
Parametric Portfolio Associates
Washington
$934K 8,196 -3,151 -28%
JFA
243
JNBA Financial Advisors
Minnesota
$931K 8,171 +125 +2%
DMC
244
Drexel Morgan & Co
Pennsylvania
$906K 7,950 +7,950 New
CFB
245
Cullen/Frost Bankers
Texas
$889K 7,805 +86 +1%
Franklin Resources
246
Franklin Resources
California
$870K 7,638 +5,600 +275%
AWA
247
Arete Wealth Advisors
Illinois
$859K 7,540 – –
Citadel Advisors
248
Citadel Advisors
Florida
$857K 7,518 -59,555 -89%
AWM
249
Avior Wealth Management
Nebraska
$834K 7,317 -118 -2%
PFP
250
Pinnacle Financial Partners
Tennessee
$828K 7,267 -1,500 -17%
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10
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