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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.04B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
11.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.62%
New
27
Increased
166
Reduced
148
Closed
23
Calls
$5.68M
Puts
$1.82M
Net Calls
+$3.86M
Net Calls Change
+$2.76M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$295M
2
HI
2
Horizon Investments
North Carolina
$62.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$92.5M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$52.7M
5
MMA
5
Miracle Mile Advisors
California
$35.8M

Top Sellers

1
CM
1
Churchill Management
California
$77.4M
2
M&T Bank
2
M&T Bank
New York
$498M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$28.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FMW
226
Farr Miller & Washington
District of Columbia
$1M 9,301 +137 +1%
CCB
227
Cutter & Co Brokerage
Missouri
$997K 9,247 +1,204 +15%
VIA
228
Vantage Investment Advisors
Pennsylvania
$926K 8,592 +507 +6%
AIM
229
Advantage Investment Management
Iowa
$913K 8,469 +5,610 +196%
CFB
230
Cullen/Frost Bankers
Texas
$911K 8,448 +230 +3%
ST
231
Sageworth Trust
Pennsylvania
$894K 8,291 – –
NIMI
232
Natixis Investment Managers International
France
$863K 8,000 -7,000 -47%
EPP
233
ETF Portfolio Partners
Kansas
$861K 7,983 +117 +1%
ACM
234
Azimuth Capital Management
Michigan
$845K 7,843 +230 +3%
SFA
235
Sequoia Financial Advisors
Ohio
$833K 7,726 +468 +6%
Franklin Resources
236
Franklin Resources
California
$823K 7,638 – –
JFA
237
JNBA Financial Advisors
Minnesota
$822K 7,627 -174 -2%
Lazard Asset Management
238
Lazard Asset Management
New York
$819K 7,605 -5,247 -41%
AWA
239
Arete Wealth Advisors
Illinois
$818K 7,585 – –
CIA
240
Choate Investment Advisors
Massachusetts
$803K 7,450 +4,333 +139%
VFA
241
Voya Financial Advisors
Connecticut
$800K 7,575 +400 +6%
TH
242
Timber Hill
Connecticut
$776K 7,197 +7,197 New
TD Asset Management
243
TD Asset Management
Ontario, Canada
$774K 7,184 +1,539 +27%
HW
244
Hancock Whitney
Mississippi
$772K 7,160 -23 -0.3%
GLRA
245
Gerald L. Ray & Associates
Texas
$754K 6,993 -181 -3%
CB
246
Commerce Bank
Missouri
$754K 6,997 +150 +2%
PFP
247
Pinnacle Financial Partners
Tennessee
$752K 6,977 -260 -4%
BTS
248
BB&T Securities
Virginia
$746K 6,926 -29,334 -81%
AWM
249
Avior Wealth Management
Nebraska
$733K 6,800 -53 -0.8%
RMCM
250
Reynders McVeigh Capital Management
Massachusetts
$712K 6,603 +6,603 New
8 9
10
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