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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 %
PGA
401
Portland Global Advisors
Maine
$223K 1,928 – –
GA
402
Geneva Advisors
Illinois
$222K 1,919 +1,919 New
UBS AM
403
UBS AM
Illinois
$222K 1,921 +1,921 New
OC
404
Oakworth Capital
Alabama
$216K 1,861 +1,861 New
AF
405
Aldebaran Financial
$214K 1,880 – –
WT
406
Whittier Trust
California
$214K 1,847 – –
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$211K 1,820 +1,820 New
CTC
408
Central Trust Company
Missouri
$210K 1,815 +127 +8%
AW
409
ACG Wealth
Georgia
$209K 1,804 +1,804 New
MM
410
Meridian Management
Arkansas
$208K 1,800 +1,800 New
IFA
411
Interactive Financial Advisors
Illinois
$206K 1,781 -27 -1%
EFS
412
Essex Financial Services
Connecticut
$205K 1,774 +1,774 New
NAM
413
North American Management
Massachusetts
$203K 1,750 -750 -30%
FPFS
414
First Personal Financial Services
North Carolina
$195K 1,680 -130 -7%
KIG
415
Kessler Investment Group
Indiana
$174K 1,501 -45 -3%
RBC
416
Roble Belko & Company
Pennsylvania
$162K 1,403 – –
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$154K 1,333 +1,333 New
MFT
418
Moisand Fitzgerald Tamayo
Florida
$153K 1,323 +1,323 New
BC
419
Bartlett & Co
Ohio
$149K 1,288 +359 +39%
LWM
420
LBA Wealth Management
Florida
$149K 1,289 +631 +96%
LWA
421
Lowe Wealth Advisors
Maryland
$145K 1,252 – –
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$140K 1,211 +1,114 +1,148%
QAM
423
QCI Asset Management
New York
$137K 1,184 – –
CGH
424
Cleary Gull Holdings
Wisconsin
$135K 1,163 – –
ADL
425
Asset Dedication LLC
California
$135K 1,168 +1,168 New
15 16
17
18 19