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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.33B invested in iShares S&P 500 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 16 closing their positions.

Holders
424
Holders Change
+15
Holders Change %
+3.67%
% of All Funds
11.43%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.35%
New
39
Increased
133
Reduced
173
Closed
16
Calls
$2.46M
Puts
$1.36M
Net Calls
+$1.1M
Net Calls Change
-$1.09M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$366M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$240M
3
GC
3
Guggenheim Capital
Illinois
$70M
4
SIM
4
Sigma Investment Management
Oregon
$28.2M
5
Wells Fargo
5
Wells Fargo
California
$674M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
HI
2
Horizon Investments
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$26.9M
4
M&T Bank
4
M&T Bank
New York
$582M
5
HNB
5
Huntington National Bank
Ohio
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$1.04M 9,172 +611 +7%
FMW
227
Farr Miller & Washington
District of Columbia
$1.04M 9,164 +5,389 +143%
CAL
228
Capital Advisors Ltd
Ohio
$1.01M 8,898 +43 +0.5%
Brown Advisory
229
Brown Advisory
Maryland
$954K 8,376 -1,830 -18%
ST
230
Sageworth Trust
Pennsylvania
$944K 8,291 – –
CFB
231
Cullen/Frost Bankers
Texas
$936K 8,218 +413 +5%
VIA
232
Vantage Investment Advisors
Pennsylvania
$921K 8,085 -8,189 -50%
CCB
233
Cutter & Co Brokerage
Missouri
$916K 8,043 -1,269 -14%
EPP
234
ETF Portfolio Partners
Kansas
$896K 7,866 -539 -6%
JFA
235
JNBA Financial Advisors
Minnesota
$888K 7,801 -370 -5%
PPA
236
Parametric Portfolio Associates
Washington
$887K 7,790 -406 -5%
Franklin Resources
237
Franklin Resources
California
$870K 7,638 – –
ACM
238
Azimuth Capital Management
Michigan
$867K 7,613 -605 -7%
AWA
239
Arete Wealth Advisors
Illinois
$864K 7,585 +45 +0.6%
SFA
240
Sequoia Financial Advisors
Ohio
$826K 7,258 +19 +0.3%
PFP
241
Pinnacle Financial Partners
Tennessee
$824K 7,237 -30 -0.4%
HW
242
Hancock Whitney
Mississippi
$818K 7,183 – –
GLRA
243
Gerald L. Ray & Associates
Texas
$817K 7,174 +50 +0.7%
VFA
244
Voya Financial Advisors
Connecticut
$814K 7,175 -46,701 -87%
AWM
245
Avior Wealth Management
Nebraska
$780K 6,853 -464 -6%
CB
246
Commerce Bank
Missouri
$779K 6,847 +1,130 +20%
QCG
247
Quadrant Capital Group
Ohio
$752K 6,651 +6,651 New
HCMNY
248
Howard Capital Management (New York)
New York
$730K 6,410 – –
FCI
249
Financial Counselors Inc
Kansas
$719K 6,314 +733 +13%
Barclays
250
Barclays
United Kingdom
$714K 6,272 -234 -4%
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