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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 %
DE
276
Day & Ennis
Georgia
$1.52M +$536K +14,948 +55%
BC
277
Bartlett & Co
Ohio
$1.49M +$108K +3,000 +8%
AW
278
ACG Wealth
Georgia
$1.47M -$140K -3,908 -9%
AFNAS
279
American Financial Network Advisory Services
California
$1.47M +$1.47M +41,008 New
CIC
280
Carnegie Investment Counsel
Ohio
$1.45M -$7.32K -200 -0.5%
YWP
281
YorkBridge Wealth Partners
New York
$1.45M +$23.2K +648 +2%
MGIA
282
Matthew Goff Investment Advisor
Texas
$1.45M +$1.45M +40,308 New
ZIC
283
ZWJ Investment Counsel
Georgia
$1.43M -$287K -8,000 -17%
MG
284
Mather Group
Illinois
$1.43M +$58K +1,616 +4%
HS
285
Huntington Steele
Pennsylvania
$1.42M -$164K -4,564 -10%
AIS
286
American Investment Services
Massachusetts
$1.39M -$315K -8,784 -19%
RFS
287
Rockefeller Financial Services
New York
$1.38M – – –
SXL
288
Summit X LLC
Missouri
$1.37M +$635K +17,728 +86%
CWM
289
Cornerstone Wealth Management
Missouri
$1.37M +$854K +23,524 +167%
AA
290
Alesco Advisors
New York
$1.36M -$14.3K -400 -1%
AWM
291
Avior Wealth Management
Nebraska
$1.36M +$179K +4,980 +15%
SAM
292
Sequent Asset Management
Texas
$1.35M – – –
KBFS
293
Kohmann Bosshard Financial Services
Ohio
$1.33M +$1.33M +37,108 New
Franklin Resources
294
Franklin Resources
California
$1.32M – – –
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$1.32M -$608K -16,956 -32%
FPFS
296
First Personal Financial Services
North Carolina
$1.31M +$7.89K +220 +0.6%
SIAM
297
Sterling Investment Advisors (Missouri)
Missouri
$1.3M -$161K -4,484 -11%
HPC
298
HM Payson & Co
Maine
$1.29M -$76.7K -2,140 -6%
EPP
299
ETF Portfolio Partners
Kansas
$1.27M +$18.2K +508 +1%
CCM
300
CWH Capital Management
Washington
$1.26M -$4.67M -130,352 -79%
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