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iShares S&P 500 Growth ETF
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Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$18K 204 – –
MAM
277
Meeder Asset Management
Ohio
$16K 178 – –
CTC
278
Central Trust Company
Missouri
$16K 176 – –
KPCM
279
Kings Point Capital Management
New York
$13K 150 – –
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$11K 124 -20 -14%
TIM
281
Tortoise Investment Management
New York
$11K 120 – –
BAM
282
Barrett Asset Management
New York
$8K 87 – –
EK
283
Evensky & Katz
Florida
$8K 96 +1 +1%
First Manhattan
284
First Manhattan
New York
$8K 100 +100 New
PWAG
285
Polaris Wealth Advisory Group
California
$4.47K 50 – –
HDIM
286
Hanson & Doremus Investment Management
Vermont
$4K 50 +50 New
TWA
287
TCI Wealth Advisors
Arizona
$3K 35 – –
MA
288
MCF Advisors
Kentucky
$3K 30 +30 New
LFG
289
LifePlan Financial Group
Ohio
$2K 20 – –
S
290
SignatureFD
Georgia
$1K 10 – –
CCT
291
Capital City Trust
Florida
$349 3,910 – –
SG Americas Securities
292
SG Americas Securities
New York
– – -34,866 Closed
Rafferty Asset Management
293
Rafferty Asset Management
New York
– – -25,900 Closed
AG
294
Aperio Group
California
– – -18,400 Closed
CL
295
CIM LLC
New York
– – -17,965 Closed
TH
296
Timber Hill
Connecticut
– – -17,286 Closed
SBCM
297
Silver Bridge Capital Management
Massachusetts
– – -13,112 Closed
HAIM
298
Hunter Associates Investment Management
Pennsylvania
– – -6,707 Closed
GLA
299
Great Lakes Advisors
Illinois
– – -5,551 Closed
GH
300
GAM Holding
Switzerland
– – -5,500 Closed
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