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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
426
L & S Advisors
California
$426K +$426K +11,872 New
HSA
427
HBK Sorce Advisory
Pennsylvania
$425K -$9.46K -264 -2%
ST
428
Sageworth Trust
Pennsylvania
$413K – – –
BBPWM
429
Blue Bell Private Wealth Management
Pennsylvania
$400K -$95.1K -2,764 -19%
AT
430
Arden Trust
Delaware
$400K -$10.2K -284 -2%
RC
431
RegentAtlantic Capital
New Jersey
$400K +$114K +3,180 +40%
CAG
432
Crestwood Advisors Group
Massachusetts
$398K -$15.8K -440 -4%
MSAM
433
Moloney Securities Asset Management
Missouri
$395K -$20.4K -568 -5%
SWA
434
Sutton Wealth Advisors
Florida
$392K – – –
BSW
435
Buckingham Strategic Wealth
Missouri
$391K +$54.1K +1,508 +16%
LNC
436
Lincoln National Corp
Pennsylvania
$390K +$390K +10,888 New
SMA
437
Simply Money Advisors
Ohio
$389K +$1.44K +40 +0.4%
NEIRG
438
New England Investment & Retirement Group
Massachusetts
$381K +$62.5K +1,744 +20%
PAG
439
Pinnacle Advisory Group
Maryland
$378K – – –
AFP
440
Ausdal Financial Partners
Iowa
$377K -$4.59K -128 -1%
SBH
441
Segall Bryant & Hamill
Illinois
$374K – – –
RSA
442
Robertson Stephens Advisors
California
$370K -$78K -2,176 -17%
CCM
443
Condor Capital Management
New Jersey
$370K -$3.01K -84 -0.8%
FWCM
444
Ferguson Wellman Capital Management
Oregon
$370K – – –
SPIA
445
Strategic Point Investment Advisors
Rhode Island
$357K +$126K +3,520 +54%
MCM
446
Murphy Capital Management
New Jersey
$344K – – –
BCM
447
BTC Capital Management
Iowa
$344K – – –
SWM
448
Stockman Wealth Management
Montana
$344K +$344K +9,600 New
FANJ
449
Financial Architects (New Jersey)
New Jersey
$341K – – –
WCM
450
Wealthcare Capital Management
Virginia
$341K – – –
16 17
18
19 20