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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAP
251
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.88M +$111K +3,104 +6%
CRC
252
Curi RMB Capital
Illinois
$1.87M +$18.6K +520 +1%
SFA
253
Sequoia Financial Advisors
Ohio
$1.87M +$1.05M +29,360 +129%
BMCM
254
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$14.9K -416 -0.8%
PCM
255
Perritt Capital Management
Illinois
$1.83M -$30.6K -852 -2%
EK
256
Evensky & Katz
Florida
$1.83M -$8.03K -224 -0.4%
GG
257
GenWealth Group
New Jersey
$1.82M +$324K +9,048 +22%
EWM
258
Evercore Wealth Management
New York
$1.8M – – –
NFG
259
Nations Financial Group
Iowa
$1.79M +$117K +3,276 +7%
FIM
260
Freedom Investment Management
Connecticut
$1.79M +$91.1K +2,540 +5%
BAC
261
Boys Arnold & Co
North Carolina
$1.78M -$35.9K -1,000 -2%
HW
262
Hancock Whitney
Mississippi
$1.73M +$138K +3,836 +9%
IF
263
Ironwood Financial
Arizona
$1.69M -$20.1K -560 -1%
MHS
264
M Holdings Securities
Oregon
$1.68M +$440K +12,284 +36%
I
265
IberiaBank
Louisiana
$1.66M +$1.05M +28,880 +170%
DCM
266
Dimension Capital Management
Florida
$1.65M – – –
OAM
267
Oppenheimer Asset Management
New York
$1.64M -$788K -21,992 -32%
MCM
268
Manchester Capital Management
Vermont
$1.61M -$18.6K -520 -1%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$6.74K -188 -0.4%
IP
270
Investment Partners
Ohio
$1.59M – – –
Truist Financial
271
Truist Financial
North Carolina
$1.58M -$49.2K -1,372 -3%
ACP
272
Arcus Capital Partners
Georgia
$1.56M +$5.45K +152 +0.4%
CI
273
Conning Inc
Connecticut
$1.55M +$9.18K +256 +0.6%
ABC
274
Associated Banc-Corp
Wisconsin
$1.53M +$81.7K +2,280 +6%
HS
275
Horan Securities
United States
$1.52M -$263K -7,216 -15%
9 10
11
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