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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
326
Bank of the West
California
$906K -$175K -4,892 -16%
JFA
327
JNBA Financial Advisors
Minnesota
$902K -$52.6K -1,468 -6%
AA
328
Advisory Alpha
Michigan
$894K +$286K +7,652 +47%
BJL
329
Brighton Jones LLC
Washington
$894K +$307K +8,564 +52%
TIM
330
Total Investment Management
Arizona
$891K +$70.6K +1,968 +9%
HTC
331
Haverford Trust Company
Pennsylvania
$889K -$28.7K -800 -3%
VAM
332
Verity Asset Management
North Carolina
$883K +$883K +24,632 New
DSC
333
Duncker Streett & Co
Missouri
$875K -$38.4K -1,072 -4%
KPCM
334
Kings Point Capital Management
New York
$871K – – –
HCMNY
335
Howard Capital Management (New York)
New York
$866K -$21.5K -600 -2%
AAP
336
Arax Advisory Partners
Colorado
$865K -$407K -11,348 -32%
PFP
337
Pinnacle Financial Partners
Tennessee
$860K -$55.8K -1,556 -6%
SPIA
338
Steward Partners Investment Advisory
New York
$851K -$243K -6,768 -22%
GT
339
Glenview Trust
Kentucky
$848K – – –
CAM
340
Concorde Asset Management
Michigan
$843K +$439K +12,240 +109%
CIAS
341
Capital Investment Advisory Services
North Carolina
$832K -$16.4K -456 -2%
GCA
342
Guardian Capital Advisors
Ontario, Canada
$827K -$142K -3,860 -15%
VIA
343
Vantage Investment Advisors
Pennsylvania
$819K +$18.2K +508 +2%
Barclays
344
Barclays
United Kingdom
$811K +$560K +15,616 +223%
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$810K +$109K +3,004 +16%
PFM
346
Parsec Financial Management
North Carolina
$808K -$19.5K -544 -2%
FNT
347
First National Trust
Pennsylvania
$799K +$45.9K +1,280 +6%
ACM
348
Azimuth Capital Management
Michigan
$797K -$3.59K -100 -0.4%
KIG
349
Kessler Investment Group
Indiana
$795K +$14.8K +412 +2%
PAS
350
Partnervest Advisory Services
California
$788K -$24.7K -688 -3%
12 13
14
15 16