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iShares S&P 500 Growth ETF
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Overview Fund Activity

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.58%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$308M
2
SIM
2
Scottrade Investment Management
Missouri
$134M
3
HI
3
Horizon Investments
North Carolina
$176M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$406M
5
Wells Fargo
5
Wells Fargo
California
$785M

Top Sellers

1
TT
1
Tiedemann Trust
Delaware
$44.2M
2
M&T Bank
2
M&T Bank
New York
$465M
3
VA
3
Valmark Advisers
Ohio
$408M
4
LI
4
LVZ Inc
Michigan
$0
5
ACM
5
Argentus Capital Management
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
MHS
326
M Holdings Securities
Oregon
$493K 4,260 -34 -0.8%
CIM
327
Confluence Investment Management
Missouri
$492K 4,246 +134 +3%
WCM
328
Wealthcare Capital Management
Virginia
$487K 4,207 -894 -18%
MCTIC
329
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
NCM
330
Neumann Capital Management
California
$477K 4,120 -230 -5%
NFG
331
Next Financial Group
Texas
$475K 4,107 -499 -11%
TF
332
Tompkins Financial
New York
$467K 4,036 -231 -5%
AP
333
Atwood & Palmer
Missouri
$462K 3,993 – –
IPC
334
Independent Portfolio Consultants
Florida
$462K 3,990 +3,990 New
DMC
335
Drexel Morgan & Co
Pennsylvania
$460K 3,975 – –
WP
336
WealthPLAN Partners
Nebraska
$454K 11,833 +11,833 New
CCT
337
Capital City Trust
Florida
$453K 3,910 – –
AFG
338
Albion Financial Group
Utah
$447K 3,859 +3,859 New
CAM
339
Cubic Asset Management
Massachusetts
$428K 3,700 – –
LWM
340
Lenox Wealth Management
Ohio
$427K 3,690 +3,690 New
ST
341
Sageworth Trust
Pennsylvania
$426K 3,675 -4,616 -56%
CA
342
Cambridge Advisors
Nebraska
$426K 3,680 – –
CT
343
Cambridge Trust
Massachusetts
$407K 3,517 +3,517 New
HSA
344
HBK Sorce Advisory
Pennsylvania
$401K 3,465 – –
SWP
345
Stratos Wealth Partners
Ohio
$397K 3,425 -2,217 -39%
DE
346
Day & Ennis
Georgia
$396K 3,422 +3,422 New
BAM
347
Berkshire Asset Management
Pennsylvania
$391K 3,376 – –
ABC
348
Associated Banc-Corp
Wisconsin
$380K 3,284 +271 +9%
BBPWM
349
Blue Bell Private Wealth Management
Pennsylvania
$377K 3,254 -1,070 -25%
SIC
350
Sigma Investment Counselors
Michigan
$370K 3,197 -410 -11%
12 13
14
15 16