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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
State Street
State Street
Massachusetts
$72.8M
3
FA
FCG Advisors
New Jersey
$35.9M
4
SIM
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
Wallington Asset Management
Indiana
$498K – – –
MCTIC
327
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$480K -$480K – –
NCM
328
Neumann Capital Management
California
$478K – – –
NFG
329
Next Financial Group
Texas
$468K -$7.88K -272 -2%
GCA
330
Guardian Capital Advisors
Ontario, Canada
$466K +$466K +16,400 New
TIA
331
Tiemann Investment Advisors
California
$462K -$40.5K -1,400 -8%
IPC
332
Independent Portfolio Consultants
Florida
$462K – – –
DMC
333
Drexel Morgan & Co
Pennsylvania
$461K – – –
CCT
334
Capital City Trust
Florida
$453K – – –
DE
335
Day & Ennis
Georgia
$453K +$56.5K +1,952 +14%
LMGAM
336
Liberty Mutual Group Asset Management
Massachusetts
$451K +$451K +15,560 New
CAM
337
Cubic Asset Management
Massachusetts
$429K – – –
LWM
338
Lenox Wealth Management
Ohio
$428K – – –
CA
339
Cambridge Advisors
Nebraska
$426K – – –
ST
340
Sageworth Trust
Pennsylvania
$426K – – –
SCA
341
Strategic Capital Alternatives
United States
$416K +$416K +14,368 New
TFA
342
Transamerica Financial Advisors
Florida
$412K -$1.43M -49,488 -78%
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$412K +$157K +5,432 +62%
SIC
344
Sigma Investment Counselors
Michigan
$403K +$32.5K +1,120 +9%
KIG
345
Kessler Investment Group
Indiana
$399K +$225K +7,784 +130%
EIM
346
Emerson Investment Management
Massachusetts
$398K +$398K +13,724 New
FWM
347
Frontier Wealth Management
Missouri
$395K +$33.6K +1,160 +9%
WCM
348
Wealthcare Capital Management
Virginia
$392K -$95.5K -3,296 -20%
BAM
349
Berkshire Asset Management
Pennsylvania
$391K – – –
Two Sigma Advisers
350
Two Sigma Advisers
New York
$382K +$382K +13,200 New
12 13
14
15 16