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iShares S&P 500 Growth ETF
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Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
326
Neumann Capital Management
California
$480K 4,120 – –
IIC
327
Integrated Investment Consultants
Michigan
$472K 4,045 -1,116 -22%
SWPG
328
Strategic Wealth Partners Group
Illinois
$466K 4,003 +4,003 New
VFS
329
VSR Financial Services
Kansas
$462K 3,961 -65,094 -94%
CCT
330
Capital City Trust
Florida
$456K 3,910 – –
DE
331
Day & Ennis
Georgia
$456K 3,910 – –
MCTIC
332
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
SFG
333
SNS Financial Group
Minnesota
$442K 3,794 -8,868 -70%
IPC
334
Independent Portfolio Consultants
Florida
$442K 3,790 -200 -5%
William Blair & Company
335
William Blair & Company
Illinois
$441K 3,786 +1,060 +39%
CAM
336
Cubic Asset Management
Massachusetts
$431K 3,700 – –
LWM
337
Lenox Wealth Management
Ohio
$430K 3,690 – –
TFO
338
Tarbox Family Office
California
$408K 3,499 -1,106 -24%
CA
339
Cambridge Advisors
Nebraska
$405K 3,470 -210 -6%
SIC
340
Sigma Investment Counselors
Michigan
$405K 3,477 – –
SPWA
341
SteelBridge Private Wealth Advisors
Florida
$403K 3,310 -11,490 -78%
ST
342
Sageworth Trust
Pennsylvania
$403K 3,459 -216 -6%
BAM
343
Berkshire Asset Management
Pennsylvania
$394K 3,376 – –
CT
344
Cambridge Trust
Massachusetts
$391K 3,352 -4,635 -58%
FWM
345
Frontier Wealth Management
Missouri
$391K 3,357 -52 -2%
SAM
346
Shamrock Asset Management
Texas
$391K 3,358 +1,048 +45%
BFM
347
Boston Financial Management
Massachusetts
$378K 3,246 +3,246 New
CIM
348
Confluence Investment Management
Missouri
$370K 3,175 +196 +7%
WCM
349
Wealthcare Capital Management
Virginia
$361K 3,095 -288 -9%
WIC
350
Woodmont Investment Counsel
Tennessee
$361K 3,100 +3,100 New
12 13
14
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