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iShares S&P 500 Growth ETF
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Overview Fund Activity

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.58%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$308M
2
SIM
2
Scottrade Investment Management
Missouri
$134M
3
HI
3
Horizon Investments
North Carolina
$176M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$406M
5
Wells Fargo
5
Wells Fargo
California
$785M

Top Sellers

1
TT
1
Tiedemann Trust
Delaware
$44.2M
2
M&T Bank
2
M&T Bank
New York
$465M
3
VA
3
Valmark Advisers
Ohio
$408M
4
LI
4
LVZ Inc
Michigan
$0
5
ACM
5
Argentus Capital Management
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
376
Argent Trust Co
Tennessee
$291K 2,510 +2,510 New
AAM
377
Augustine Asset Management
Florida
$284K 2,459 -26 -1%
GWM
378
Gupta Wealth Management
California
$282K 2,432 +1,227 +102%
AIA
379
Alerus Investment Advisors
Minnesota
$282K 2,434 +2,023 +492%
BFG
380
Beacon Financial Group
Texas
$278K 2,375 – –
SWM
381
SVA Wealth Management
Wisconsin
$278K 2,400 – –
CPO
382
Cerity Partners OCIO
New York
$278K 2,402 +2 +0.1%
BRWM
383
B. Riley Wealth Management
Tennessee
$268K 2,315 +3 +0.1%
HCM
384
Hollencrest Capital Management
California
$259K 2,235 – –
DIS
385
Diversified Investment Strategies
Louisiana
$255K 2,200 – –
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$255K 2,200 – –
HCM
387
Harvey Capital Management
Florida
$254K 2,200 – –
FPIS
388
Financial Planning & Information Services
Wisconsin
$245K 2,119 – –
FAT
389
First American Trust
California
$241K 2,079 +2,079 New
AC
390
Alexandria Capital
Virginia
$240K 2,075 – –
AC
391
Addison Capital
Pennsylvania
$235K 2,030 – –
PL
392
Parthenon LLC
Kentucky
$234K 2,020 – –
CTA
393
Chesley Taft & Associates
Illinois
$234K 2,025 – –
NPF
394
Norris Perne & French
Michigan
$232K 2,005 -225 -10%
BIM
395
Bridges Investment Management
Nebraska
$232K 2,000 – –
HSBC Holdings
396
HSBC Holdings
United Kingdom
$232K 2,000 +2,000 New
RMDI
397
R.M. Davis Inc
Maine
$231K 1,999 +1,999 New
CCM
398
Covington Capital Management
California
$229K 1,978 – –
BIC
399
Bridges Investment Counsel
Nebraska
$228K 2,000 – –
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$228K 1,972 +1,972 New
14 15
16
17 18