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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
251
Bartlett & Co
Ohio
$1.13M 9,303 +670 +8%
FNBTCON
252
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M 9,198 -625 -6%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$1.1M 9,058 -276 -3%
AWM
254
Avior Wealth Management
Nebraska
$1.09M 8,943 +826 +10%
FPFS
255
First Personal Financial Services
North Carolina
$1.07M 8,812 -6,928 -44%
DADC
256
D.A. Davidson & Co
Montana
$1.05M 8,610 +7,369 +594%
BJL
257
Brighton Jones LLC
Washington
$1.03M 8,432 -650 -7%
PMG
258
ProVise Management Group
Florida
$1.02M 8,362 -600 -7%
CB
259
Commerce Bank
Missouri
$1.01M 8,295 +446 +6%
MG
260
Mather Group
Illinois
$997K 8,197 +397 +5%
HS
261
Huntington Steele
Pennsylvania
$976K 8,024 +517 +7%
PFP
262
Pinnacle Financial Partners
Tennessee
$948K 7,873 – –
CFB
263
Cullen/Frost Bankers
Texas
$947K 7,786 +292 +4%
BA
264
Bristlecone Advisors
Washington
$939K 7,721 -768 -9%
GCA
265
Guardian Capital Advisors
Ontario, Canada
$934K 7,740 +1,000 +15%
PAS
266
Partnervest Advisory Services
California
$912K 7,495 +1,185 +19%
ACM
267
Azimuth Capital Management
Michigan
$899K 7,390 +25 +0.3%
NFG
268
Nations Financial Group
Iowa
$883K 7,258 -50 -0.7%
CIA
269
Choate Investment Advisors
Massachusetts
$881K 7,238 – –
RMCM
270
Reynders McVeigh Capital Management
Massachusetts
$880K 7,231 – –
JFG
271
JMG Financial Group
Illinois
$848K 6,969 – –
ZCA
272
Zeke Capital Advisors
Pennsylvania
$844K 6,962 – –
RPG
273
Risk Paradigm Group
Texas
$818K 6,727 -290 -4%
RWA
274
RGT Wealth Advisors
Texas
$812K 6,674 +6,674 New
RIA
275
Regal Investment Advisors
Michigan
$810K 6,658 -724 -10%
9 10
11
12 13