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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$225M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$106M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$50.1M
5
QA
Quantitative Advantage
Minnesota
+$45.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$60.8M
2
M&T Bank
M&T Bank
New York
-$23.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$21.9M
4
IA
IndexIQ Advisors
New York
-$15.3M
5
HI
Horizon Investments
North Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
326
Haverford Trust Company
Pennsylvania
$876K – – –
PFP
327
Pinnacle Financial Partners
Tennessee
$874K -$8.21K -240 -0.9%
BA
328
Bristlecone Advisors
Washington
$872K -$78K -2,280 -8%
DSC
329
Duncker Streett & Co
Missouri
$871K +$8.62K +252 +1%
TD Asset Management
330
TD Asset Management
Ontario, Canada
$864K +$97.9K +2,860 +13%
JFG
331
JMG Financial Group
Illinois
$857K -$181K -5,300 -17%
HCMNY
332
Howard Capital Management (New York)
New York
$847K -$28.7K -840 -3%
KPCM
333
Kings Point Capital Management
New York
$831K – – –
CA
334
Cornerstone Advisory
Maryland
$826K – – –
GT
335
Glenview Trust
Kentucky
$809K – – –
CIAS
336
Capital Investment Advisory Services
North Carolina
$809K +$14.6K +428 +2%
PFM
337
Parsec Financial Management
North Carolina
$790K +$24K +700 +3%
KA
338
Kovack Advisors
Florida
$788K +$6.98K +204 +0.9%
TIM
339
Total Investment Management
Arizona
$782K +$13.1K +384 +2%
SFA
340
Sequoia Financial Advisors
Ohio
$780K +$221K +6,444 +39%
PAS
341
Partnervest Advisory Services
California
$775K +$118K +3,460 +18%
WA
342
WESPAC Advisors
California
$774K +$252K +7,368 +48%
ACM
343
Azimuth Capital Management
Michigan
$764K -$233K -6,800 -23%
VIA
344
Vantage Investment Advisors
Pennsylvania
$764K -$35.2K -1,028 -4%
FCI
345
Financial Counselors Inc
Kansas
$763K -$14.9K -436 -2%
WA
346
Waverly Advisors
Alabama
$749K +$98.5K +2,880 +15%
TCM
347
Tradition Capital Management
New Jersey
$746K -$153K -4,480 -17%
KIG
348
Kessler Investment Group
Indiana
$744K +$44.3K +1,296 +6%
FNT
349
First National Trust
Pennsylvania
$719K +$216K +6,308 +43%
SXL
350
Summit X LLC
Missouri
$718K +$718K +20,580 New
12 13
14
15 16