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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
301
WealthPLAN Partners
Nebraska
$969K +$969K +29,552 New
ACM
302
Azimuth Capital Management
Michigan
$957K +$80.2K +2,440 +9%
TI
303
Truepoint Inc
Ohio
$934K -$7.89K -240 -0.8%
CIA
304
Choate Investment Advisors
Massachusetts
$927K – – –
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$917K +$182K +5,536 +25%
ZCA
306
Zeke Capital Advisors
Pennsylvania
$916K – – –
BA
307
Bristlecone Advisors
Washington
$913K -$42.9K -1,304 -4%
NFG
308
Nations Financial Group
Iowa
$910K -$62.2K -1,892 -6%
NEPWA
309
New England Private Wealth Advisors
Massachusetts
$891K +$2.23K +68 +0.3%
JFA
310
JNBA Financial Advisors
Minnesota
$890K -$20.8K -632 -2%
TCM
311
Telos Capital Management
California
$865K +$67K +2,040 +8%
TCM
312
Tradition Capital Management
New Jersey
$864K +$147K +4,480 +21%
RWA
313
RGT Wealth Advisors
Texas
$861K -$17.4K -528 -2%
PFP
314
Pinnacle Financial Partners
Tennessee
$848K -$151K -4,580 -15%
HCMNY
315
Howard Capital Management (New York)
New York
$842K – – –
HTC
316
Haverford Trust Company
Pennsylvania
$841K – – –
FHA
317
Flagship Harbor Advisors
Massachusetts
$838K +$28.2K +860 +3%
DSC
318
Duncker Streett & Co
Missouri
$829K -$28.1K -856 -3%
FCC
319
Florin Court Capital
United Kingdom
$816K -$6.36M -193,200 -89%
KPCM
320
Kings Point Capital Management
New York
$799K – – –
CA
321
Cornerstone Advisory
Maryland
$794K +$921 +28 +0.1%
RMCM
322
Reynders McVeigh Capital Management
Massachusetts
$790K -$173K -5,260 -18%
GT
323
Glenview Trust
Kentucky
$778K – – –
VIA
324
Vantage Investment Advisors
Pennsylvania
$768K +$26.9K +820 +4%
CIAS
325
Capital Investment Advisory Services
North Carolina
$764K +$64.6K +1,964 +9%
11 12
13
14 15