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iShares S&P 500 Growth ETF
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Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
301
J.W. Burns & Co
New York
$578K 4,954 +55 +1%
TWM
302
Torch Wealth Management
Ohio
$575K 4,934 – –
PPA
303
Parametric Portfolio Associates
Washington
$573K 4,913 -97 -2%
NDSI
304
Newman Dignan & Sheerar Inc
Rhode Island
$567K 4,863 -185 -4%
CW
305
Cobiz Wealth
Colorado
$561K 4,811 -283 -6%
OWD
306
Osborn Williams & Donohoe
Ohio
$556K 4,772 -140 -3%
OCG
307
Opus Capital Group
Ohio
$555K 4,760 – –
WA
308
Wealth Architects
California
$542K 4,650 – –
BIG
309
Bellwether Investment Group
Tennessee
$542K 4,649 +4,649 New
MBT
310
Montecito Bank & Trust
California
$536K 4,598 – –
AI
311
Accredited Investors
Minnesota
$535K 4,593 -26 -0.6%
WP
312
WealthPLAN Partners
Nebraska
$522K 9,746 +9,746 New
PCM
313
Palouse Capital Management
Washington
$520K 4,460 -400 -8%
BA
314
Boston Advisors
Massachusetts
$516K 4,425 -700 -14%
IB
315
Intrust Bank
Kansas
$515K 4,416 -632 -13%
TI
316
Truepoint Inc
Ohio
$510K 4,376 -126 -3%
Lazard Asset Management
317
Lazard Asset Management
New York
$508K 4,365 -310 -7%
AllianceBernstein
318
AllianceBernstein
Tennessee
$507K 4,353 -265 -6%
WAM
319
Wallington Asset Management
Indiana
$501K 4,300 – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$499K 4,278 -130 -3%
SWA
321
SFMG Wealth Advisors
Texas
$495K 4,247 -250 -6%
SHGA
322
Sand Hill Global Advisors
California
$493K 4,226 -955 -18%
BAAM
323
Baker Avenue Asset Management
California
$492K 4,217 -5,106 -55%
TIA
324
Tiemann Investment Advisors
California
$492K 4,219 +230 +6%
MWM
325
Mission Wealth Management
California
$482K 4,133 +4,133 New
11 12
13
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