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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 %
VWM
351
Valley Wealth Managers
New Jersey
$359K 2,956 +199 +7%
BSB
352
Bangor Savings Bank
Maine
$349K 2,871 – –
CAG
353
Crestwood Advisors Group
Massachusetts
$347K 2,853 -150 -5%
GS
354
Girard Securities
California
$345K 2,832 +684 +32%
VC
355
Vicus Capital
Pennsylvania
$334K 2,745 +2,745 New
SWA
356
Sutton Wealth Advisors
Florida
$332K 2,732 – –
CCM
357
Condor Capital Management
New Jersey
$330K 2,715 +38 +1%
SBSB
358
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K 2,702 +2,702 New
PAG
359
Pinnacle Advisory Group
Maryland
$328K 2,734 -3,948 -59%
HSA
360
HBK Sorce Advisory
Pennsylvania
$328K 2,697 +56 +2%
EFS
361
Essex Financial Services
Connecticut
$327K 2,691 +2,691 New
CONA
362
Capital One National Association
New York
$324K 2,660 – –
EP
363
Edgestream Partners
New Jersey
$320K 2,630 +2,630 New
MCM
364
Murphy Capital Management
New Jersey
$304K 2,499 – –
AF
365
Alerus Financial
North Dakota
$296K 2,434 – –
CPO
366
Cerity Partners OCIO
New York
$288K 2,370 -18 -0.8%
BFG
367
Beacon Financial Group
Texas
$287K 2,375 – –
SWP
368
Stratos Wealth Partners
Ohio
$287K 2,363 +295 +14%
YP
369
Yellowstone Partners
Idaho
$278K 2,288 +2,288 New
WA1
370
Wimmer Associates 1
California
$277K 2,280 – –
HCM
371
Hollencrest Capital Management
California
$272K 2,235 – –
SC
372
Savant Capital
Illinois
$271K 2,228 – –
GA
373
Geneva Advisors
Illinois
$269K 2,212 -317 -13%
HCM
374
Harvey Capital Management
Florida
$267K 2,200 – –
CWM
375
Connecticut Wealth Management
Connecticut
$265K 2,190 +2,190 New
13 14
15
16 17