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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
BOTW
276
Bank of the West
California
$801K 6,583 -359 -5%
DSC
277
Duncker Streett & Co
Missouri
$790K 6,494 +205 +3%
FWM
278
Focused Wealth Management
New York
$780K 6,414 -56 -0.9%
HCMNY
279
Howard Capital Management (New York)
New York
$772K 6,345 – –
NEPWA
280
New England Private Wealth Advisors
Massachusetts
$772K 6,342 +6 +0.1%
ACM
281
Argentus Capital Management
Texas
$752K 6,183 +17 +0.3%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$747K 6,140 -226,025 -97%
TCM
283
Telos Capital Management
California
$745K 6,120 +420 +7%
PWAP
284
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$740K 6,084 +3,236 +114%
CA
285
Cornerstone Advisory
Maryland
$731K 6,011 -100 -2%
Brown Advisory
286
Brown Advisory
Maryland
$718K 5,903 -469 -7%
HTC
287
Haverford Trust Company
Pennsylvania
$693K 5,693 – –
TI
288
Truepoint Inc
Ohio
$668K 5,487 +1,111 +25%
TCM
289
Tradition Capital Management
New Jersey
$663K 5,454 – –
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$645K 5,303 -92,935 -95%
VIA
291
Vantage Investment Advisors
Pennsylvania
$642K 5,277 -5,647 -52%
MHS
292
M Holdings Securities
Oregon
$639K 5,254 +130 +3%
QCG
293
Quadrant Capital Group
Ohio
$621K 5,135 – –
KIG
294
Kessler Investment Group
Indiana
$620K 5,097 -284 -5%
HCP
295
Holt Capital Partners
Texas
$604K 4,965 – –
BFM
296
Boston Financial Management
Massachusetts
$602K 4,946 +1,700 +52%
TD Asset Management
297
TD Asset Management
Ontario, Canada
$599K 4,924 -3,624 -42%
TWM
298
Torch Wealth Management
Ohio
$598K 4,914 -20 -0.4%
OCG
299
Opus Capital Group
Ohio
$579K 4,760 – –
DY
300
Dowling & Yahnke
California
$578K 4,748 -220 -4%
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