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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
2
SIM
Scottrade Investment Management
Missouri
+$96M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$39.7M
5
Wells Fargo
Wells Fargo
California
+$34.7M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$106M
2
HI
Horizon Investments
North Carolina
-$64M
3
GC
Guggenheim Capital
Illinois
-$63M
4
Bank of America
Bank of America
North Carolina
-$42.2M
5
BOH
Bank of Hawaii
Hawaii
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Cubic Asset Management
Massachusetts
$487K – – –
RPG
377
Risk Paradigm Group
Texas
$486K -$198K -6,008 -29%
FNT
378
First National Trust
Pennsylvania
$483K +$243K +7,384 +101%
WIC
379
Whitegate Investment Counselors
New Hampshire
$480K +$213K +6,460 +79%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$478K -$20.3K -616 -4%
I
381
IberiaBank
Louisiana
$478K +$478K +14,544 New
MWP
382
MYCIO Wealth Partners
Pennsylvania
$475K +$158K +4,820 +50%
VKH
383
Virtu KCG Holdings
New York
$470K +$120K +3,644 +34%
BA
384
Boston Advisors
Massachusetts
$464K – – –
ACI
385
Alpha Cubed Investments
California
$464K +$464K +14,104 New
BAAM
386
Baker Avenue Asset Management
California
$459K -$38.8K -1,180 -8%
EP
387
Edgestream Partners
New Jersey
$457K +$210K +6,404 +85%
ST
388
Sageworth Trust
Pennsylvania
$455K – – –
SPIA
389
Steward Partners Investment Advisory
New York
$439K +$116K +3,536 +36%
SIC
390
Sigma Investment Counselors
Michigan
$433K +$12.9K +392 +3%
TFO
391
Tarbox Family Office
California
$432K – – –
FWM
392
Frontier Wealth Management
Missouri
$428K -$5.52K -168 -1%
BAM
393
Berkshire Asset Management
Pennsylvania
$412K – – –
AT
394
Arden Trust
Delaware
$395K -$155K -4,724 -28%
WSFS
395
Wilmington Savings Fund Society
Delaware
$394K – – –
AFG
396
Albion Financial Group
Utah
$394K – – –
HSA
397
HBK Sorce Advisory
Pennsylvania
$392K -$17.4K -528 -4%
MCTIC
398
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$391K -$365K – –
VWM
399
Valley Wealth Managers
New Jersey
$389K -$72.5K -2,204 -16%
LAM
400
Lebenthal Asset Management
New York
$387K -$151K -4,600 -28%
14 15
16
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