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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 %
NFG
426
NewFocus Financial Group
Washington
$391K +$45K +1,316 +13%
CAM
427
Concorde Asset Management
Michigan
$385K +$60.2K +1,760 +19%
NA
428
NewEdge Advisors
Louisiana
$377K +$377K +10,952 New
SWA
429
Sutton Wealth Advisors
Florida
$374K – – –
WTB
430
Washington Trust Bank
Washington
$373K -$154K -4,504 -29%
SMA
431
Simply Money Advisors
Ohio
$370K -$13.3K -388 -3%
AFP
432
Ausdal Financial Partners
Iowa
$364K +$72.4K +2,120 +25%
PWAG
433
Polaris Wealth Advisory Group
California
$362K +$362K +10,576 New
PAG
434
Pinnacle Advisory Group
Maryland
$361K +$66.8K +1,952 +23%
SBH
435
Segall Bryant & Hamill
Illinois
$357K +$6.02K +176 +2%
BFS
436
Bradley Foster & Sargent
Connecticut
$357K +$357K +10,428 New
CCM
437
Condor Capital Management
New Jersey
$356K -$5.47K -160 -2%
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$356K +$76K +2,220 +27%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$353K – – –
Two Sigma Investments
440
Two Sigma Investments
New York
$346K -$9.8M -286,000 -97%
PI
441
PHH Investments
Texas
$344K +$344K +10,060 New
SC
442
Savant Capital
Illinois
$338K +$11.5K +336 +4%
WA
443
WBH Advisory
Maryland
$338K +$338K +9,896 New
LFG
444
LifePlan Financial Group
Ohio
$333K – – –
AF
445
Alerus Financial
North Dakota
$333K – – –
BSB
446
Bangor Savings Bank
Maine
$329K – – –
MCM
447
Murphy Capital Management
New Jersey
$328K – – –
BCM
448
BTC Capital Management
Iowa
$328K +$328K +9,600 New
WCM
449
Wealthcare Capital Management
Virginia
$326K – – –
PFS
450
Prospera Financial Services
Texas
$326K +$326K +9,544 New
16 17
18
19 20