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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 %
MWAC
376
Mariner Wealth Advisors (Cincinnati)
Ohio
$261K 2,147 +2,147 New
FPIS
377
Financial Planning & Information Services
Wisconsin
$258K 2,119 – –
DIS
378
Diversified Investment Strategies
Louisiana
$257K 2,115 -85 -4%
BOS
379
Bank of Stockton
California
$255K 2,100 +2,100 New
AC
380
Alexandria Capital
Virginia
$253K 2,075 – –
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$252K 2,070 – –
AC
382
Addison Capital
Pennsylvania
$247K 2,030 – –
BL
383
Balentine LLC
Georgia
$247K 2,029 +81 +4%
CW
384
Cobiz Wealth
Colorado
$246K 2,023 -2,788 -58%
PL
385
Parthenon LLC
Kentucky
$246K 2,020 – –
CTA
386
Chesley Taft & Associates
Illinois
$246K 2,025 – –
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K 2,017 -23,971 -92%
LWM
388
LBA Wealth Management
Florida
$244K 2,003 +809 +68%
HSBC Holdings
389
HSBC Holdings
United Kingdom
$243K 2,000 – –
BIM
390
Bridges Investment Management
Nebraska
$243K 2,000 – –
AFP
391
Ausdal Financial Partners
Iowa
$242K 1,990 -188 -9%
RC
392
RegentAtlantic Capital
New Jersey
$242K 1,993 +1,993 New
SFWA
393
Summit Financial Wealth Advisors
Louisiana
$240K 1,972 – –
WIC
394
Whitegate Investment Counselors
New Hampshire
$237K 1,947 +1,947 New
RG
395
Rikoon Group
New Mexico
$237K 1,951 +1,951 New
PGA
396
Portland Global Advisors
Maine
$235K 1,928 – –
FNBOO
397
First National Bank of Omaha
Nebraska
$230K 1,889 +1,889 New
AF
398
Aldebaran Financial
$229K 1,880 – –
WT
399
Whittier Trust
California
$225K 1,847 – –
PPA
400
Parametric Portfolio Associates
Washington
$221K 1,820 -3,093 -63%
14 15
16
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