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iShares S&P 500 Growth ETF
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Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
LPL Financial
California
+$87.8M
2
UCFA
United Capital Financial Advisors
Texas
+$86.8M
3
SAS
Sage Advisory Services
Texas
+$83M
4
QA
Quantitative Advantage
Minnesota
+$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.1M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$12.6M
3
AP
Advisors Preferred
Maryland
-$6.53M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.03M
5
US Bancorp
US Bancorp
Minnesota
-$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
326
Carderock Capital Management
Maryland
$40K +$40K +1,600 New
JA
327
JOYN Advisors
Georgia
$37K -$39.3K -1,592 -51%
PAS
328
Partnervest Advisory Services
California
$35K +$690 +28 +2%
WA
329
Waverly Advisors
Alabama
$31K – – –
PMFA
330
Plante Moran Financial Advisors
Michigan
$20K – – –
TDC
331
Thompson Davis & Co
Virginia
$20K +$3.42K +136 +21%
ACS
332
Archford Capital Strategies
Illinois
$19.3K +$19.3K +772 New
MAM
333
Meeder Asset Management
Ohio
$18K – – –
KPCM
334
Kings Point Capital Management
New York
$15K – – –
CFG
335
CKW Financial Group
Hawaii
$15K – – –
GI
336
Gradient Investments
Minnesota
$13K -$39.5K -1,580 -75%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$12K -$1.94K -80 -14%
TIM
338
Tortoise Investment Management
New York
$12K – – –
EK
339
Evensky & Katz
Florida
$9K – – –
CFA
340
Camarda Financial Advisors
Florida
$8K – – –
PWAG
341
Polaris Wealth Advisory Group
California
$5K – – –
KCPG
342
Kavar Capital Partners Group
Kansas
$4K +$4K +176 New
MA
343
MCF Advisors
Kentucky
$3K – – –
LFG
344
LifePlan Financial Group
Ohio
$2K – – –
S
345
SignatureFD
Georgia
$1K -$10.1K -404 -91%
Manulife (Manufacturers Life Insurance)
346
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68 +$10 +400 +17%
ST
347
Sentinel Trust
Texas
– -$1.49M -60,380 Closed
DDC
348
DF Dent & Co
Maryland
– -$1.44M -58,436 Closed
BP
349
Banyan Partners
Florida
– -$952K -38,548 Closed
AI
350
Atria Investments
North Carolina
– -$718K -29,100 Closed
11 12 13
14
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