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iShares S&P 500 Growth ETF
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Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
LPL Financial
California
+$87.8M
2
UCFA
United Capital Financial Advisors
Texas
+$86.8M
3
SAS
Sage Advisory Services
Texas
+$83M
4
QA
Quantitative Advantage
Minnesota
+$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.1M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$12.6M
3
AP
Advisors Preferred
Maryland
-$6.53M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.03M
5
US Bancorp
US Bancorp
Minnesota
-$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$298K -$1.2K -48 -0.4%
CPO
277
Cerity Partners OCIO
New York
$295K +$49.9K +2,000 +20%
BSB
278
Bangor Savings Bank
Maine
$287K -$1.4K -56 -0.5%
Brown Advisory
279
Brown Advisory
Maryland
$279K +$238K +9,528 +574%
GLA
280
Great Lakes Advisors
Illinois
$273K +$273K +10,952 New
CIA
281
Choate Investment Advisors
Massachusetts
$265K +$265K +10,600 New
FFBTD
282
First Financial Bank - Trust Division
Ohio
$264K +$264K +10,600 New
GIM
283
Goelzer Investment Management
Indiana
$262K -$175K -7,000 -40%
MG
284
Mather Group
Illinois
$259K -$435K -17,480 -63%
OC
285
Oarsman Capital
Wisconsin
$257K +$5.98K +240 +2%
PSI
286
Pinnacle Summer Investments
Virginia
$252K +$401 +16 +0.2%
AAM
287
Augustine Asset Management
Florida
$251K +$251K +10,044 New
AC
288
Alexandria Capital
Virginia
$242K – – –
IPC
289
Independent Portfolio Consultants
Florida
$240K +$240K +9,640 New
BFG
290
Beacon Financial Group
Texas
$235K – – –
FPIS
291
Financial Planning & Information Services
Wisconsin
$233K -$1K -40 -0.4%
VC
292
Vicus Capital
Pennsylvania
$232K +$20.8K +832 +10%
NA
293
Nottingham Advisors
New York
$225K – – –
William Blair & Company
294
William Blair & Company
Illinois
$225K +$4.98K +200 +2%
MBT
295
Montecito Bank & Trust
California
$223K – – –
QC
296
QCM Cayman
Texas
$221K +$221K +8,868 New
WSTAM
297
Wilbanks Smith & Thomas Asset Management
Virginia
$220K – – –
HCM
298
Harvey Capital Management
Florida
$219K – – –
BSW
299
Buckingham Strategic Wealth
Missouri
$212K -$49K -1,964 -19%
BOS
300
Bingham Osborn & Scarborough
California
$210K -$16.2K -648 -7%
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