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iShares S&P 500 Growth ETF
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Overview Fund Activity

334 hedge funds and large institutions have $5.81B invested in iShares S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
334
Holders Change
-10
Holders Change %
-2.91%
% of All Funds
9.61%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
1.18%
New
16
Increased
130
Reduced
125
Closed
25
Calls
$2.75M
Puts
$768K
Net Calls
+$1.98M
Net Calls Change
+$1.78M

Top Buyers

1
State Street
1
State Street
Massachusetts
$82.3M
2
Bank of America
2
Bank of America
North Carolina
$429M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.4M
4
TT
4
Tiedemann Trust
Delaware
$124M
5
IA
5
IndexIQ Advisors
New York
$24.3M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.1M
3
LPL Financial
3
LPL Financial
California
$89M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
SMA
5
Simply Money Advisors
Ohio
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MHS
251
M Holdings Securities
Oregon
$441K 4,192 +626 +18%
TWM
252
Torch Wealth Management
Ohio
$440K 4,180 -175 -4%
BOK
253
Bank of Kentucky
Kentucky
$429K 4,082 – –
CCT
254
Capital City Trust
Florida
$411K 3,910 – –
CCM
255
Covington Capital Management
California
$410K 3,843 – –
AB
256
Atlas Brown
Kentucky
$404K 3,838 +3,838 New
Mariner
257
Mariner
Kansas
$392K 3,724 +562 +18%
CAM
258
Cubic Asset Management
Massachusetts
$389K 3,700 – –
ST
259
Sageworth Trust
Pennsylvania
$387K 3,675 -1,342 -27%
WCM
260
Wealthcare Capital Management
Virginia
$387K 3,676 -66 -2%
MBT
261
Montecito Bank & Trust
California
$382K 3,630 +1,400 +63%
GIM
262
Goelzer Investment Management
Indiana
$381K 3,625 +1,000 +38%
BAM
263
Berkshire Asset Management
Pennsylvania
$379K 3,607 -250 -6%
NAM
264
North American Management
Massachusetts
$379K 3,600 – –
JIC
265
Johnson Investment Counsel
Ohio
$369K 3,508 +21 +0.6%
BOTW
266
Bank of the West
California
$358K 3,400 +3,400 New
CAG
267
Crestwood Advisors Group
Massachusetts
$355K 3,373 – –
IFA
268
Interactive Financial Advisors
Illinois
$345K 3,279 +18 +0.6%
CWM
269
Cabot Wealth Management
Massachusetts
$338K 3,209 -30 -0.9%
EIM
270
Emerson Investment Management
Massachusetts
$330K 3,133 -300 -9%
Brown Advisory
271
Brown Advisory
Maryland
$324K 3,083 +286 +10%
BRWA
272
B. Riley Wealth Advisors
Florida
$316K 6,028 +3,045 +102%
CPO
273
Cerity Partners OCIO
New York
$310K 2,955 +1 +0%
CCM
274
Condor Capital Management
New Jersey
$303K 2,877 -384 -12%
BSB
275
Bangor Savings Bank
Maine
$302K 2,871 – –
9 10
11
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