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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 %
MHS
301
M Holdings Securities
Oregon
$593K +$99.3K +3,428 +20%
BJL
302
Brighton Jones LLC
Washington
$592K -$141K -4,868 -19%
QCG
303
Quadrant Capital Group
Ohio
$592K – – –
CW
304
Cobiz Wealth
Colorado
$590K -$27.8K -960 -4%
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$585K -$25.4K -876 -4%
IB
306
Intrust Bank
Kansas
$585K – – –
PPA
307
Parametric Portfolio Associates
Washington
$581K -$134K -4,632 -19%
DY
308
Dowling & Yahnke
California
$580K +$6.72K +232 +1%
HCP
309
Holt Capital Partners
Texas
$575K – – –
TWM
310
Torch Wealth Management
Ohio
$572K – – –
OWD
311
Osborn Williams & Donohoe
Ohio
$569K -$5.21K -180 -0.9%
JWBC
312
J.W. Burns & Co
New York
$568K -$5.1K -176 -0.9%
PCM
313
Palouse Capital Management
Washington
$563K +$563K +19,440 New
OCG
314
Opus Capital Group
Ohio
$552K – – –
Lazard Asset Management
315
Lazard Asset Management
New York
$541K -$309K -10,680 -36%
WA
316
Wealth Architects
California
$539K -$6.96K -240 -1%
AI
317
Accredited Investors
Minnesota
$535K -$2.9K -100 -0.5%
AllianceBernstein
318
AllianceBernstein
Tennessee
$535K +$17.1K +592 +3%
TFO
319
Tarbox Family Office
California
$534K +$534K +18,420 New
MBT
320
Montecito Bank & Trust
California
$533K – – –
BAC
321
Boys Arnold & Co
North Carolina
$522K -$2.36M -81,428 -82%
TI
322
Truepoint Inc
Ohio
$522K +$154K +5,300 +42%
SWA
323
SFMG Wealth Advisors
Texas
$521K -$111K -3,816 -18%
ICAS
324
Investors Capital Advisory Services
Massachusetts
$515K -$63.1K -2,180 -11%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$511K +$9.62K +332 +2%
11 12
13
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