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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.33B invested in iShares S&P 500 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 16 closing their positions.

Holders
424
Holders Change
+15
Holders Change %
+3.67%
% of All Funds
11.43%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.35%
New
39
Increased
133
Reduced
173
Closed
16
Calls
$2.46M
Puts
$1.36M
Net Calls
+$1.1M
Net Calls Change
-$1.09M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$366M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$240M
3
GC
3
Guggenheim Capital
Illinois
$70M
4
SIM
4
Sigma Investment Management
Oregon
$28.2M
5
Wells Fargo
5
Wells Fargo
California
$674M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
HI
2
Horizon Investments
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$26.9M
4
M&T Bank
4
M&T Bank
New York
$582M
5
HNB
5
Huntington National Bank
Ohio
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
251
New England Private Wealth Advisors
Massachusetts
$710K 6,234 -26 -0.4%
OWD
252
Osborn Williams & Donohoe
Ohio
$708K 6,077 -50 -0.8%
HTC
253
Haverford Trust Company
Pennsylvania
$705K 6,193 – –
WCM
254
Wealthcare Capital Management
Virginia
$694K 6,092 -3,902 -39%
VWM
255
Valley Wealth Managers
New Jersey
$690K 6,058 -49 -0.8%
PFS
256
Prospera Financial Services
Texas
$687K 6,037 -38 -0.6%
DSC
257
Duncker Streett & Co
Missouri
$660K 5,798 +10 +0.2%
TF
258
Tompkins Financial
New York
$652K 5,724 -114,451 -95%
BJL
259
Brighton Jones LLC
Washington
$651K 5,713 -422 -7%
TD Asset Management
260
TD Asset Management
Ontario, Canada
$643K 5,645 +2,104 +59%
SHGA
261
Sand Hill Global Advisors
California
$624K 5,481 – –
SWA
262
SFMG Wealth Advisors
Texas
$621K 5,458 -7,925 -59%
DY
263
Dowling & Yahnke
California
$614K 5,390 – –
JWBC
264
J.W. Burns & Co
New York
$611K 5,367 – –
HCP
265
Holt Capital Partners
Texas
$599K 5,265 -75 -1%
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$598K 5,250 -5 -0.1%
IB
267
Intrust Bank
Kansas
$583K 5,115 -845 -14%
CW
268
Cobiz Wealth
Colorado
$573K 5,036 +273 +6%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$573K 5,033 +5,033 New
JFG
270
JMG Financial Group
Illinois
$570K 5,002 +155 +3%
TWM
271
Torch Wealth Management
Ohio
$569K 4,994 +595 +14%
JIC
272
Johnson Investment Counsel
Ohio
$556K 4,890 +1,314 +37%
OCG
273
Opus Capital Group
Ohio
$542K 4,760 – –
SEI Investments
274
SEI Investments
Pennsylvania
$537K 4,719 +3,378 +252%
AI
275
Accredited Investors
Minnesota
$536K 4,705 -39 -0.8%
9 10
11
12 13