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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$225M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$106M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$50.1M
5
QA
Quantitative Advantage
Minnesota
+$45.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$60.8M
2
M&T Bank
M&T Bank
New York
-$23.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$21.9M
4
IA
IndexIQ Advisors
New York
-$15.3M
5
HI
Horizon Investments
North Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
376
Advisory Alpha
Michigan
$572K +$246K +7,000 +76%
OWD
377
Osborn Williams & Donohoe
Ohio
$571K – – –
BJL
378
Brighton Jones LLC
Washington
$560K -$29.4K -860 -5%
Lazard Asset Management
379
Lazard Asset Management
New York
$551K -$45.8K -1,340 -8%
CT
380
Cambridge Trust
Massachusetts
$551K – – –
NDSI
381
Newman Dignan & Sheerar Inc
Rhode Island
$551K +$2.73K +80 +0.5%
HI
382
Hudock Inc
Pennsylvania
$547K +$547K +16,016 New
NCM
383
Neumann Capital Management
California
$541K – – –
IB
384
Intrust Bank
Kansas
$540K -$64.8K -1,892 -11%
VKH
385
Virtu KCG Holdings
New York
$536K +$46.9K +1,372 +10%
CIM
386
Confluence Investment Management
Missouri
$536K +$280K +8,168 +109%
OC
387
Oakworth Capital
Alabama
$535K -$42.2K -1,232 -7%
CCT
388
Capital City Trust
Florida
$535K – – –
ACI
389
Alpha Cubed Investments
California
$531K +$48.8K +1,428 +10%
TIA
390
Tiemann Investment Advisors
California
$529K +$15.7K +460 +3%
GEA
391
Glen Eagle Advisors
New Jersey
$529K – – –
WB
392
WesBanco Bank
West Virginia
$514K -$4.03M -117,828 -89%
WAM
393
Wolverine Asset Management
Illinois
$513K -$5.52M -161,548 -92%
WIC
394
Whitegate Investment Counselors
New Hampshire
$510K +$11.2K +328 +2%
BAM
395
Berkshire Asset Management
Pennsylvania
$508K +$78.6K +2,296 +18%
EFS
396
Essex Financial Services
Connecticut
$507K +$125K +3,660 +33%
CAM
397
Cubic Asset Management
Massachusetts
$506K – – –
RPG
398
Risk Paradigm Group
Texas
$505K – – –
MWP
399
MYCIO Wealth Partners
Pennsylvania
$494K – – –
PFBT
400
Parkside Financial Bank & Trust
Missouri
$493K -$3.83K -112 -0.8%
14 15
16
17 18