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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
RGIA
226
Rainier Group Investment Advisory
Washington
$1.95M 15,980 +15,980 New
EK
227
Evensky & Katz
Florida
$1.91M 15,701 +37 +0.2%
BDF
228
Balasa Dinverno & Foltz
$1.91M 15,678 – –
CF
229
Corrigan Financial
Rhode Island
$1.9M 15,631 -218 -1%
FIM
230
Freedom Investment Management
Connecticut
$1.89M 15,483 -835 -5%
SPWA
231
SteelBridge Private Wealth Advisors
Florida
$1.86M 14,800 +11,490 +347%
KM
232
Kalos Management
Georgia
$1.82M 14,918 -1,465 -9%
BTS
233
BB&T Securities
Virginia
$1.8M 14,805 – –
DC
234
Davenport & Co
Virginia
$1.73M 14,221 -184 -1%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.69M 13,905 -316 -2%
Lido Advisors
236
Lido Advisors
California
$1.66M 13,664 +13,664 New
AIG
237
American International Group
New York
$1.65M 13,553 -32,700 -71%
NFG
238
Next Financial Group
Texas
$1.64M 13,459 +686 +5%
AA
239
Alesco Advisors
New York
$1.63M 13,417 -1,045 -7%
RJT
240
Raymond James Trust
Florida
$1.62M 13,312 -367 -3%
IF
241
Ironwood Financial
Arizona
$1.61M 13,248 -478 -3%
CRC
242
Curi RMB Capital
Illinois
$1.58M 12,938 – –
PCM
243
Perritt Capital Management
Illinois
$1.57M 12,867 -7,057 -35%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$1.57M 12,857 -1,668 -11%
CWM
245
Concert Wealth Management
California
$1.52M 12,433 -12,848 -51%
EWM
246
Evercore Wealth Management
New York
$1.52M 12,449 – –
1GA
247
1st Global Advisors
Texas
$1.51M 12,418 -196 -2%
HS
248
Horan Securities
United States
$1.5M 11,893 -67 -0.6%
CCFCSB
249
Cape Cod Five Cents Savings Bank
Massachusetts
$1.49M 12,190 +2,621 +27%
BAC
250
Boys Arnold & Co
North Carolina
$1.47M 12,064 +125 +1%
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