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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 %
JWBC
301
J.W. Burns & Co
New York
$578K 4,754 -200 -4%
NDSI
302
Newman Dignan & Sheerar Inc
Rhode Island
$573K 4,706 -157 -3%
SWPG
303
Strategic Wealth Partners Group
Illinois
$566K 4,654 +651 +16%
WA
304
Wealth Architects
California
$565K 4,650 – –
AI
305
Accredited Investors
Minnesota
$559K 4,593 – –
MBT
306
Montecito Bank & Trust
California
$559K 4,598 – –
SFA
307
Sequoia Financial Advisors
Ohio
$555K 4,558 -11,421 -71%
FMBTD
308
First Midwest Bank Trust Division
Illinois
$554K 4,555 +4,555 New
DE
309
Day & Ennis
Georgia
$540K 4,437 +527 +13%
BA
310
Boston Advisors
Massachusetts
$538K 4,425 – –
IB
311
Intrust Bank
Kansas
$537K 4,416 – –
FWCM
312
Ferguson Wellman Capital Management
Oregon
$534K 4,388 +4,388 New
Lazard Asset Management
313
Lazard Asset Management
New York
$531K 4,365 – –
IIC
314
Integrated Investment Consultants
Michigan
$529K 4,418 +373 +9%
AllianceBernstein
315
AllianceBernstein
Tennessee
$525K 4,318 -35 -0.8%
WAM
316
Wallington Asset Management
Indiana
$523K 4,300 – –
OC
317
Oakworth Capital
Alabama
$519K 4,267 +1,204 +39%
SWA
318
SFMG Wealth Advisors
Texas
$517K 4,247 – –
SHGA
319
Sand Hill Global Advisors
California
$514K 4,226 – –
AT
320
Arden Trust
Delaware
$509K 4,182 +4,182 New
OWD
321
Osborn Williams & Donohoe
Ohio
$508K 4,172 -600 -13%
MWM
322
Mission Wealth Management
California
$503K 4,133 – –
VKH
323
Virtu KCG Holdings
New York
$501K 4,116 -5,217 -56%
NCM
324
Neumann Capital Management
California
$501K 4,120 – –
CCT
325
Capital City Trust
Florida
$476K 3,910 – –
11 12
13
14 15