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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$227M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
3
Goldman Sachs
New York
$130M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
5
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$1.77M +$6.98K +204 +0.4%
EK
252
Evensky & Katz
Florida
$1.76M -$98.3K -2,872 -5%
PSW
253
Portfolio Strategies (Washington)
Washington
$1.75M -$388K -11,352 -18%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$1.73M -$184K -5,388 -10%
BAC
255
Boys Arnold & Co
North Carolina
$1.73M +$123K +3,600 +8%
TH
256
Timber Hill
Connecticut
$1.72M -$205K -5,984 -11%
EWM
257
Evercore Wealth Management
New York
$1.71M – – –
HS
258
Horan Securities
United States
$1.7M +$37.8K +1,088 +2%
SHIM
259
Stone House Investment Management
Pennsylvania
$1.7M -$816K -23,836 -32%
NFG
260
Next Financial Group
Texas
$1.69M +$579K +16,928 +52%
PWAP
261
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M +$326K +9,540 +24%
ZIC
262
ZWJ Investment Counsel
Georgia
$1.64M – – –
IF
263
Ironwood Financial
Arizona
$1.63M -$3.42K -100 -0.2%
CCA
264
Clearwater Capital Advisors
Illinois
$1.63M +$549K +15,952 +51%
AIS
265
American Investment Services
Massachusetts
$1.62M +$49.8K +1,456 +3%
FIM
266
Freedom Investment Management
Connecticut
$1.62M -$443K -12,960 -22%
NFG
267
Nations Financial Group
Iowa
$1.6M +$649K +18,964 +69%
DCM
268
Dimension Capital Management
Florida
$1.58M +$1.58M +46,072 New
CPIG
269
Chicago Partners Investment Group
Illinois
$1.56M +$1.4M +43,640 +909%
Truist Financial
270
Truist Financial
North Carolina
$1.55M -$697K -20,380 -31%
MCM
271
Manchester Capital Management
Vermont
$1.55M -$24.5K -716 -2%
AW
272
ACG Wealth
Georgia
$1.54M +$167K +4,872 +12%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$1.54M -$92.4K -2,700 -6%
HW
274
Hancock Whitney
Mississippi
$1.52M -$11.4K -332 -0.7%
IP
275
Investment Partners
Ohio
$1.51M -$12.6K -368 -0.8%
9 10
11
12 13