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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 %
FC
401
Ferris Capital
Massachusetts
$484K +$484K +14,160 New
CWM
402
Cornerstone Wealth Management
Missouri
$483K +$97.9K +2,856 +25%
BA
403
Boston Advisors
Massachusetts
$482K – – –
BAAM
404
Baker Avenue Asset Management
California
$477K – – –
BBPWM
405
Blue Bell Private Wealth Management
Pennsylvania
$475K +$178K +5,400 +60%
RIA
406
Regal Investment Advisors
Michigan
$470K +$129K +3,764 +38%
VWM
407
Venturi Wealth Management
Texas
$462K -$76.6K -2,240 -14%
VF
408
Virtu Financial
New York
$462K +$185K +5,408 +67%
SIC
409
Sigma Investment Counselors
Michigan
$450K -$1.37K -40 -0.3%
TFO
410
Tarbox Family Office
California
$450K – – –
BFM
411
Boston Financial Management
Massachusetts
$442K -$201K -5,868 -31%
FWM
412
Frontier Wealth Management
Missouri
$433K -$12.6K -368 -3%
RSA
413
Robertson Stephens Advisors
California
$428K -$89.3K -2,608 -17%
HSA
414
HBK Sorce Advisory
Pennsylvania
$415K +$6.99K +204 +2%
WSFS
415
Wilmington Savings Fund Society
Delaware
$410K – – –
AFG
416
Albion Financial Group
Utah
$410K – – –
SMC
417
Smith, Moore & Co
Missouri
$408K +$70.2K +2,052 +21%
MCTIC
418
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$406K -$391K – –
CAG
419
Crestwood Advisors Group
Massachusetts
$406K +$44.9K +1,276 +12%
CFA
420
Carroll Financial Associates
North Carolina
$403K – – –
TYCC
421
Texas Yale Capital Corp
Florida
$397K +$397K +11,600 New
MSAM
422
Moloney Securities Asset Management
Missouri
$396K +$28.6K +836 +8%
ST
423
Sageworth Trust
Pennsylvania
$394K -$79.2K -2,316 -17%
DAS
424
Dynamic Advisor Solutions
Arizona
$392K -$142K -4,152 -27%
AT
425
Arden Trust
Delaware
$391K -$19.9K -580 -5%
15 16
17
18 19