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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 %
FCBT
301
First Citizens Bank & Trust
North Carolina
$207K – – –
PGA
302
Portland Global Advisors
Maine
$204K -$215K -8,620 -51%
MPI
303
Mairs & Power Inc
Minnesota
$203K -$120K -4,812 -37%
FIM
304
Frontier Investment Management
Texas
$201K +$201K +8,064 New
WT
305
Whittier Trust
California
$198K – – –
AP
306
Advisors Preferred
Maryland
$190K -$6.53M -261,452 -97%
WTB
307
Washington Trust Bank
Washington
$140K +$140K +5,600 New
CTC
308
Central Trust Company
Missouri
$131K -$70K -2,800 -35%
WA
309
WFG Advisors
Texas
$93K +$1.3K +52 +1%
TT
310
Tiedemann Trust
Delaware
$90.5K +$4.76K +190,892 +6%
RFA
311
Reilly Financial Advisors
California
$89K – – –
ST
312
Stifel Trust
Missouri
$82K – – –
BAM
313
Barrett Asset Management
New York
$73K +$64.3K +2,568 +738%
MWP
314
MYCIO Wealth Partners
Pennsylvania
$71K – – –
SSB
315
Sandy Spring Bank
Maryland
$70K – – –
AssetMark Inc
316
AssetMark Inc
California
$69K -$997 -40 -1%
EWM
317
Elite Wealth Management
Washington
$64K – – –
FBT
318
Founders Bank & Trust
Michigan
$63K – – –
BAM
319
Brave Asset Management
New Jersey
$61K +$33.7K +1,340 +124%
M&T Bank
320
M&T Bank
New York
$57K – – –
1IC
321
1919 Investment Counsel
Maryland
$54K – – –
WEC
322
Winslow Evans & Crocker
Massachusetts
$49.9K -$6.99K -280 -12%
BKBG
323
BHF Kleinwort Benson Group
Belgium
$48K +$48K +1,928 New
CFA
324
Carroll Financial Associates
North Carolina
$44K – – –
AllianceBernstein
325
AllianceBernstein
Tennessee
$40K +$40K +1,600 New
11 12
13
14 15