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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Edgewood Management
451
Edgewood Management
Connecticut
$214K 1,755 +1,755 New
HWA
452
Heritage Way Advisors
Illinois
$213K 1,749 +1,749 New
CG
453
Corundum Group
Colorado
$211K 1,731 – –
GLA
454
Good Life Advisors
Pennsylvania
$211K 1,697 +1,697 New
PA
455
Pinnacle Associates
New York
$210K 1,727 – –
AC
456
Abbrea Capital
California
$209K 1,715 +1,715 New
PPA
457
Parametric Portfolio Associates
Washington
$207K 1,701 -119 -7%
LWM
458
LBA Wealth Management
Florida
$205K 1,680 -323 -16%
LWAC
459
Laurel Wealth Advisors (California)
California
$205K 1,688 +1,688 New
SIC
460
Salem Investment Counselors
North Carolina
$204K 1,675 – –
MWAC
461
Mariner Wealth Advisors (Cincinnati)
Ohio
$203K 1,668 -479 -22%
NL
462
NWAM LLC
Washington
$200K 1,646 +1,646 New
BTIS
463
BB&T Investment Services
North Carolina
$194K 1,594 +1,594 New
BP
464
Ballentine Partners
Massachusetts
$187K 1,532 – –
IFA
465
Interactive Financial Advisors
Illinois
$184K 1,510 -196 -11%
PCA
466
Peddock Capital Advisors
Massachusetts
$182K 1,494 +265 +22%
DBT
467
Dubuque Bank & Trust
Iowa
$180K 1,482 – –
LWA
468
Lowe Wealth Advisors
Maryland
$177K 1,452 +200 +16%
KF
469
Krilogy Financial
Missouri
$173K 1,424 +13 +0.9%
FCB
470
First Command Bank
Texas
$170K 1,395 +1,395 New
FCFS
471
First Command Financial Services
Texas
$170K 1,395 +1,395 New
JGIA
472
Jackson Grant Investment Advisers
Connecticut
$166K 1,360 +10 +0.7%
TF
473
Tompkins Financial
New York
$164K 1,346 -175 -12%
RBC
474
Roble Belko & Company
Pennsylvania
$161K 1,324 -79 -6%
VCM
475
Vigilant Capital Management
Maine
$160K 1,314 -22 -2%
17 18
19
20 21