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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
State Street
State Street
Massachusetts
$72.8M
3
FA
FCG Advisors
New Jersey
$35.9M
4
SIM
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
276
Reynders McVeigh Capital Management
Massachusetts
$838K +$72.8K +2,512 +10%
RIA
277
Regal Investment Advisors
Michigan
$828K +$135K +4,668 +20%
ZCA
278
Zeke Capital Advisors
Pennsylvania
$807K +$807K +27,848 New
ACM
279
Azimuth Capital Management
Michigan
$798K -$158K -5,440 -16%
VKH
280
Virtu KCG Holdings
New York
$793K -$419K -14,444 -35%
BA
281
Bristlecone Advisors
Washington
$787K -$51.7K -1,784 -6%
JFG
282
JMG Financial Group
Illinois
$778K -$18K -620 -2%
HS
283
Huntington Steele
Pennsylvania
$761K +$19.7K +680 +3%
GLRA
284
Gerald L. Ray & Associates
Texas
$743K -$67.2K -2,320 -8%
PAS
285
Partnervest Advisory Services
California
$742K +$155K +5,360 +26%
AWA
286
Arete Wealth Advisors
Illinois
$740K -$244K -8,428 -25%
HCMNY
287
Howard Capital Management (New York)
New York
$737K – – –
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$732K +$4.06K +140 +0.6%
SFA
289
Sequoia Financial Advisors
Ohio
$719K -$181K -6,244 -20%
FCI
290
Financial Counselors Inc
Kansas
$711K -$132K -4,544 -16%
CA
291
Cornerstone Advisory
Maryland
$707K -$8.81K -304 -1%
DSC
292
Duncker Streett & Co
Missouri
$698K +$2.55K +88 +0.4%
BOTW
293
Bank of the West
California
$663K +$79.1K +2,728 +14%
HTC
294
Haverford Trust Company
Pennsylvania
$660K -$58K -2,000 -8%
CWM
295
Concert Wealth Management
California
$658K -$113K -3,904 -15%
TCM
296
Tradition Capital Management
New Jersey
$632K +$632K +21,816 New
TCM
297
Telos Capital Management
California
$608K -$42.9K -1,480 -7%
SHGA
298
Sand Hill Global Advisors
California
$600K – – –
IIC
299
Integrated Investment Consultants
Michigan
$597K – – –
BA
300
Boston Advisors
Massachusetts
$594K -$23.2K -800 -4%
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12
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