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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
State Street
2
State Street
Massachusetts
$72.8M
3
FA
3
FCG Advisors
New Jersey
$35.9M
4
SIM
4
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
5
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
5
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$1.43M -$117K -4,052 -8%
AIS
227
American Investment Services
Massachusetts
$1.41M -$35.2K -1,216 -2%
BOH
228
Bank of Hawaii
Hawaii
$1.41M -$4.89M -168,716 -78%
SIAM
229
Sterling Investment Advisors (Missouri)
Missouri
$1.39M -$38.6K -1,332 -3%
DA
230
DSC Advisors
Illinois
$1.39M +$1.39M +48,040 New
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$1.36M -$164K -5,652 -11%
ABC
232
Associated Banc-Corp
Wisconsin
$1.33M +$946K +32,660 +249%
1GA
233
1st Global Advisors
Texas
$1.31M -$293K -10,128 -18%
Franklin Resources
234
Franklin Resources
California
$1.31M +$504K +17,400 +63%
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$1.3M -$159K -5,480 -11%
RJT
236
Raymond James Trust
Florida
$1.3M -$24K -828 -2%
RBC
237
Ronald Blue & Co
Georgia
$1.29M +$1.29M +44,484 New
VIA
238
Vantage Investment Advisors
Pennsylvania
$1.29M +$27.1K +936 +2%
CCFCSB
239
Cape Cod Five Cents Savings Bank
Massachusetts
$1.29M -$160K -5,520 -11%
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$1.29M -$263K -9,068 -17%
FMW
241
Farr Miller & Washington
District of Columbia
$1.28M +$294K +10,140 +30%
Two Sigma Investments
242
Two Sigma Investments
New York
$1.27M +$1.27M +43,772 New
HPC
243
HM Payson & Co
Maine
$1.25M -$127K -4,400 -9%
CI
244
Conning Inc
Connecticut
$1.25M – – –
IP
245
Investment Partners
Ohio
$1.24M +$150K +5,172 +14%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$1.24M – – –
TFCP
247
Twin Focus Capital Partners
Massachusetts
$1.24M -$187K -6,452 -13%
PMG
248
ProVise Management Group
Florida
$1.19M -$576K -19,872 -33%
IA
249
IFP Advisors
Florida
$1.18M -$4.14M -96,236 -78%
CIC
250
Carnegie Investment Counsel
Ohio
$1.15M +$16.2K +560 +1%
8 9
10
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