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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
251
HM Payson & Co
Maine
$1.46M 11,960 +2,522 +27%
PAM
252
PVG Asset Management
Colorado
$1.44M 11,850 +11,850 New
AIS
253
American Investment Services
Massachusetts
$1.43M 11,753 +791 +7%
IP
254
Investment Partners
Ohio
$1.41M 11,594 -1,293 -10%
BMCM
255
Bryn Mawr Capital Management
Pennsylvania
$1.39M 11,401 +11,401 New
ABC
256
Associated Banc-Corp
Wisconsin
$1.37M 11,279 -288 -2%
BC
257
Bartlett & Co
Ohio
$1.36M 11,128 +1,825 +20%
ACP
258
Arcus Capital Partners
Georgia
$1.31M 10,792 +280 +3%
CI
259
Conning Inc
Connecticut
$1.31M 10,759 – –
SIAM
260
Sterling Investment Advisors (Missouri)
Missouri
$1.31M 10,737 -955 -8%
FHC
261
First Heartland Consultants
Missouri
$1.29M 10,617 -19,076 -64%
AW
262
ACG Wealth
Georgia
$1.25M 10,280 +143 +1%
HW
263
Hancock Whitney
Mississippi
$1.24M 10,191 -1 -0%
HFS
264
HL Financial Services
Kentucky
$1.24M 10,185 -5,352 -34%
CIC
265
Carnegie Investment Counsel
Ohio
$1.24M 10,030 +250 +3%
Franklin Resources
266
Franklin Resources
California
$1.22M 9,998 -1,385 -12%
YWP
267
YorkBridge Wealth Partners
New York
$1.2M 9,853 +9,853 New
KBFS
268
Kohmann Bosshard Financial Services
Ohio
$1.19M 9,412 +9,412 New
RFS
269
Rockefeller Financial Services
New York
$1.17M 9,635 – –
SAM
270
Sequent Asset Management
Texas
$1.15M 9,400 – –
WAM
271
Wealthspire Advisors (Maryland)
Maryland
$1.13M 9,281 -675 -7%
AWM
272
Avior Wealth Management
Nebraska
$1.12M 9,207 +264 +3%
FNBTCON
273
First National Bank & Trust Co of Newtown
Pennsylvania
$1.09M 8,948 -250 -3%
BHWM
274
Bar Harbor Wealth Management
New Hampshire
$1.09M 8,936 -1,775 -17%
GCA
275
Guardian Capital Advisors
Ontario, Canada
$1.09M 8,785 +1,045 +14%
9 10
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