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iShares S&P 500 Growth ETF
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Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
PCMI
251
Princeton Capital Management Inc
New Jersey
$337K 3,415 +3,415 New
CM
252
Churchill Management
California
$335K 3,388 +3,388 New
GT
253
Glenview Trust
Kentucky
$334K 3,379 +3,379 New
KFS
254
KMS Financial Services
Washington
$332K 3,361 +953 +40%
IFA
255
Interactive Financial Advisors
Illinois
$323K 3,272 -21 -0.6%
Barclays
256
Barclays
United Kingdom
$322K 3,279 +1,179 +56%
MPI
257
Mairs & Power Inc
Minnesota
$319K 3,233 – –
CAL
258
Capital Advisors Ltd
Ohio
$319K 3,233 +3,233 New
DADC
259
D.A. Davidson & Co
Montana
$299K 3,039 +163 +6%
BRWA
260
B. Riley Wealth Advisors
Florida
$296K 2,995 -1 -0%
BSB
261
Bangor Savings Bank
Maine
$285K 2,885 -165 -5%
UCFA
262
United Capital Financial Advisors
Texas
$277K 2,808 -789,655 -100%
WJA
263
Williams Jones & Associates
New York
$260K 2,634 – –
BSW
264
Buckingham Strategic Wealth
Missouri
$258K 2,615 – –
DS
265
DRW Securities
Illinois
$254K 2,571 +2,571 New
OC
266
Oarsman Capital
Wisconsin
$249K 2,517 +12 +0.5%
PSI
267
Pinnacle Summer Investments
Virginia
$248K 2,512 +11 +0.4%
CPO
268
Cerity Partners OCIO
New York
$242K 2,454 -351 -13%
AC
269
Alexandria Capital
Virginia
$239K 2,422 -29 -1%
BFG
270
Beacon Financial Group
Texas
$233K 2,375 – –
FPIS
271
Financial Planning & Information Services
Wisconsin
$231K 2,340 +2,340 New
BOS
272
Bingham Osborn & Scarborough
California
$223K 2,261 +1 +0%
NA
273
Nottingham Advisors
New York
$222K 2,256 +1 +0%
MBT
274
Montecito Bank & Trust
California
$220K 2,230 -1,500 -40%
HCM
275
Harvey Capital Management
Florida
$217K 2,200 -100 -4%
9 10
11
12 13