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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Oppenheimer Asset Management
New York
$2.15M +$2.15M +65,492 New
AMG
227
Asset Management Group
Connecticut
$2.13M -$38.5K -1,172 -2%
RBC
228
Ronald Blue & Co
Georgia
$2.12M -$6.83M -207,564 -76%
RGIA
229
Rainier Group Investment Advisory
Washington
$2.1M -$1.97K -60 -0.1%
HCM
230
Highfields Capital Management
Massachusetts
$2.08M +$2.08M +63,244 New
BDF
231
Balasa Dinverno & Foltz
$2.06M – – –
PSW
232
Portfolio Strategies (Washington)
Washington
$2.06M +$2.06M +62,596 New
TFF
233
The Family Firm
Maryland
$2.02M -$123K -3,740 -6%
SCA
234
Snowden Capital Advisors
New York
$2.01M -$4.89M -148,872 -71%
CF
235
Corrigan Financial
Rhode Island
$2M -$60K -1,824 -3%
FIM
236
Freedom Investment Management
Connecticut
$1.98M -$56.2K -1,708 -3%
SPWA
237
SteelBridge Private Wealth Advisors
Florida
$1.95M – – –
1GA
238
1st Global Advisors
Texas
$1.9M +$267K +8,104 +16%
BC
239
Bartlett & Co
Ohio
$1.85M +$388K +11,812 +27%
TH
240
Timber Hill
Connecticut
$1.85M -$658K -20,020 -26%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$1.84M -$10.1M -306,892 -85%
EK
242
Evensky & Katz
Florida
$1.79M -$281K -8,544 -14%
DC
243
Davenport & Co
Virginia
$1.73M – – –
RJT
244
Raymond James Trust
Florida
$1.73M -$19.2K -584 -1%
Cerity Partners
245
Cerity Partners
New York
$1.7M +$1.7M +51,792 New
CRC
246
Curi RMB Capital
Illinois
$1.7M – – –
BMCM
247
Bryn Mawr Capital Management
Pennsylvania
$1.7M +$195K +5,936 +13%
PCM
248
Perritt Capital Management
Illinois
$1.69M +$658 +20 +0%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$1.65M -$37K -1,124 -2%
EWM
250
Evercore Wealth Management
New York
$1.65M +$8.42K +256 +0.5%
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