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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
326
Tiemann Investment Advisors
California
$469K 3,859 -360 -9%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$467K 3,841 -437 -10%
SFG
328
SNS Financial Group
Minnesota
$462K 3,794 – –
BAAM
329
Baker Avenue Asset Management
California
$456K 3,747 -470 -11%
CT
330
Cambridge Trust
Massachusetts
$453K 3,722 +370 +11%
CAM
331
Cubic Asset Management
Massachusetts
$450K 3,700 – –
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$436K 3,583 +1,346 +60%
LWM
333
Lenox Wealth Management
Ohio
$430K 3,690 – –
CA
334
Cambridge Advisors
Nebraska
$422K 3,470 – –
ST
335
Sageworth Trust
Pennsylvania
$421K 3,459 – –
BAM
336
Berkshire Asset Management
Pennsylvania
$411K 3,376 – –
FWM
337
Frontier Wealth Management
Missouri
$403K 3,313 -44 -1%
SPWA
338
SteelBridge Private Wealth Advisors
Florida
$403K 3,310 – –
TFO
339
Tarbox Family Office
California
$400K 3,288 -211 -6%
MCTIC
340
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
SIC
341
Sigma Investment Counselors
Michigan
$389K 3,197 -280 -8%
VWA
342
V Wealth Advisors
Kansas
$387K 3,178 +248 +8%
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$380K 3,236 +837 +35%
PFM
344
Parsec Financial Management
North Carolina
$379K 3,118 +946 +44%
WCM
345
Wealthcare Capital Management
Virginia
$377K 3,095 – –
WSFS
346
Wilmington Savings Fund Society
Delaware
$365K 2,997 – –
DAS
347
Dynamic Advisor Solutions
Arizona
$365K 3,002 +507 +20%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$365K 3,008 +595 +25%
AFG
349
Albion Financial Group
Utah
$364K 2,994 – –
CFA
350
Carroll Financial Associates
North Carolina
$360K 2,965 – –
12 13
14
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