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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$708M
2
HI
Horizon Investments
North Carolina
$244M
3
CS
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
Morgan Stanley
New York
$1.24B
5
Wells Fargo
Wells Fargo
California
$829M

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
SMA
Simply Money Advisors
Ohio
$1.02M
3
UCFA
United Capital Financial Advisors
Texas
$43.3M
4
FA
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
M&T Bank
New York
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
301
RGT Wealth Advisors
Texas
$813K +$122 +4 +0%
ACM
302
Azimuth Capital Management
Michigan
$812K -$87.7K -2,880 -10%
DSC
303
Duncker Streett & Co
Missouri
$794K +$3.05K +100 +0.4%
HCMNY
304
Howard Capital Management (New York)
New York
$779K +$6.7K +220 +0.9%
HTC
305
Haverford Trust Company
Pennsylvania
$779K +$85.8K +2,820 +12%
FHA
306
Flagship Harbor Advisors
Massachusetts
$768K +$768K +24,664 New
FWM
307
Focused Wealth Management
New York
$766K -$15.1K -496 -2%
KPCM
308
Kings Point Capital Management
New York
$740K +$722K +23,692 +3,949%
TCM
309
Telos Capital Management
California
$739K -$6.09K -200 -0.8%
CA
310
Cornerstone Advisory
Maryland
$734K +$2.19K +72 +0.3%
BOTW
311
Bank of the West
California
$721K -$81K -2,660 -10%
GT
312
Glenview Trust
Kentucky
$720K +$720K +23,656 New
FCI
313
Financial Counselors Inc
Kansas
$713K +$713K +23,420 New
VIA
314
Vantage Investment Advisors
Pennsylvania
$687K +$44K +1,444 +7%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$680K +$314K +10,324 +86%
Millennium Management
316
Millennium Management
New York
$679K -$2.95M -97,008 -81%
PFM
317
Parsec Financial Management
North Carolina
$674K +$294K +9,672 +78%
TIM
318
Total Investment Management
Arizona
$672K +$672K +22,076 New
TCM
319
Tradition Capital Management
New Jersey
$664K – – –
CIAS
320
Capital Investment Advisory Services
North Carolina
$647K +$647K +21,264 New
TD Asset Management
321
TD Asset Management
Ontario, Canada
$644K +$44.3K +1,456 +7%
SWPG
322
Strategic Wealth Partners Group
Illinois
$635K +$68.6K +2,256 +12%
MHS
323
M Holdings Securities
Oregon
$634K -$6.34K -208 -1%
RPG
324
Risk Paradigm Group
Texas
$633K -$187K -6,132 -23%
KIG
325
Kessler Investment Group
Indiana
$632K +$11K +360 +2%
11 12
13
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