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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
326
J.W. Burns & Co
New York
$627K 5,152 +398 +8%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$627K 5,031 +5,031 New
QCG
328
Quadrant Capital Group
Ohio
$621K 5,135 – –
DE
329
Day & Ennis
Georgia
$620K 5,088 +651 +15%
EWM
330
Empirical Wealth Management
Washington
$610K 5,005 +5,005 New
HCP
331
Holt Capital Partners
Texas
$605K 4,965 – –
BFM
332
Boston Financial Management
Massachusetts
$602K 4,946 – –
SFG
333
SNS Financial Group
Minnesota
$596K 4,896 +1,102 +29%
TWM
334
Torch Wealth Management
Ohio
$592K 4,864 -50 -1%
CTC
335
Central Trust Company
Missouri
$590K 4,843 +3,028 +167%
Brown Advisory
336
Brown Advisory
Maryland
$586K 4,808 -1,095 -19%
OCG
337
Opus Capital Group
Ohio
$580K 4,760 – –
SFA
338
Sequoia Financial Advisors
Ohio
$579K 4,755 +197 +4%
DY
339
Dowling & Yahnke
California
$578K 4,748 – –
ACP
340
Aveo Capital Partners
Colorado
$578K 4,747 +4,747 New
WTB
341
Washington Trust Bank
Washington
$576K 4,730 +4,560 +2,682%
BIG
342
Bellwether Investment Group
Tennessee
$566K 4,649 +4,649 New
RW
343
REDW Wealth
New Mexico
$562K 4,616 +4,616 New
MBT
344
Montecito Bank & Trust
California
$560K 4,598 – –
AI
345
Accredited Investors
Minnesota
$560K 4,597 +4 +0.1%
MWM
346
Mission Wealth Management
California
$552K 4,533 +400 +10%
IIC
347
Integrated Investment Consultants
Michigan
$538K 4,418 – –
IB
348
Intrust Bank
Kansas
$538K 4,416 – –
Lazard Asset Management
349
Lazard Asset Management
New York
$531K 4,365 – –
WAM
350
Wallington Asset Management
Indiana
$524K 4,300 – –
12 13
14
15 16