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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
226
Investment Partners
Ohio
$1.57M 12,887 +1,174 +10%
NFG
227
Next Financial Group
Texas
$1.55M 12,773 +5,351 +72%
1GA
228
1st Global Advisors
Texas
$1.54M 12,614 +1,272 +11%
EWM
229
Evercore Wealth Management
New York
$1.52M 12,449 -2,651 -18%
Loomis, Sayles & Company
230
Loomis, Sayles & Company
Massachusetts
$1.52M 12,450 +12,450 New
BAC
231
Boys Arnold & Co
North Carolina
$1.45M 11,939 -960 -7%
HS
232
Horan Securities
United States
$1.44M 11,960 +213 +2%
William Blair & Company
233
William Blair & Company
Illinois
$1.43M 11,723 +7,937 +210%
SIAM
234
Sterling Investment Advisors (Missouri)
Missouri
$1.42M 11,692 -387 -3%
ABC
235
Associated Banc-Corp
Wisconsin
$1.41M 11,567 +225 +2%
Franklin Resources
236
Franklin Resources
California
$1.39M 11,383 +2,676 +31%
AIS
237
American Investment Services
Massachusetts
$1.33M 10,962 -521 -5%
CI
238
Conning Inc
Connecticut
$1.31M 10,759 – –
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$1.3M 10,711 -480 -4%
ACP
240
Arcus Capital Partners
Georgia
$1.28M 10,512 +505 +5%
HW
241
Hancock Whitney
Mississippi
$1.24M 10,192 +2,521 +33%
AW
242
ACG Wealth
Georgia
$1.23M 10,137 +275 +3%
BRWA
243
B. Riley Wealth Advisors
Florida
$1.23M 10,117 +842 +9%
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$1.21M 9,956 -625 -6%
EPP
245
ETF Portfolio Partners
Kansas
$1.21M 10,699 +987 +10%
RFS
246
Rockefeller Financial Services
New York
$1.17M 9,635 – –
CIC
247
Carnegie Investment Counsel
Ohio
$1.17M 9,780 -100 -1%
CCFCSB
248
Cape Cod Five Cents Savings Bank
Massachusetts
$1.16M 9,569 +187 +2%
HPC
249
HM Payson & Co
Maine
$1.15M 9,438 -1,400 -13%
SAM
250
Sequent Asset Management
Texas
$1.14M 9,400 – –
8 9
10
11 12