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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 %
CPO
451
Cerity Partners OCIO
New York
$325K +$274 +8 +0.1%
FANJ
452
Financial Architects (New Jersey)
New Jersey
$325K +$15.9K +464 +5%
BFG
453
Beacon Financial Group
Texas
$324K – – –
CW
454
Cobiz Wealth
Colorado
$322K +$46.3K +1,356 +17%
BSW
455
Buckingham Strategic Wealth
Missouri
$321K +$72.3K +2,116 +29%
LWM
456
Lenox Wealth Management
Ohio
$320K – – –
PA
457
Parallel Advisors
California
$317K – – –
SS
458
Simplicity Solutions
Minnesota
$314K +$55.6K +1,624 +22%
CWM
459
Connecticut Wealth Management
Connecticut
$311K – – –
IA
460
IndexIQ Advisors
New York
$310K -$15.3M -447,164 -98%
BMO
461
Beck Mack & Oliver
New York
$308K +$308K +9,016 New
HCM
462
Hollencrest Capital Management
California
$306K – – –
NEIRG
463
New England Investment & Retirement Group
Massachusetts
$304K +$304K +8,880 New
AIM
464
Allen Investment Management
New York
$301K – – –
HCM
465
Harvey Capital Management
Florida
$301K – – –
SSB
466
Sandy Spring Bank
Maryland
$301K +$13.8K +404 +5%
NL
467
NWAM LLC
Washington
$299K +$73.4K +2,144 +33%
SBSB
468
Sullivan, Bruyette, Speros & Blaney
Virginia
$297K -$7.38K -216 -2%
JIP
469
Jaffetilchin Investment Partners
Florida
$293K -$1.01M -29,612 -78%
BEC
470
Blue Edge Capital
Virginia
$289K – – –
BOS
471
Bank of Stockton
California
$287K – – –
LWAC
472
Laurel Wealth Advisors (California)
California
$286K +$55.2K +1,616 +24%
EWM
473
Empirical Wealth Management
Washington
$284K -$360K -10,520 -56%
PWM
474
Perigon Wealth Management
California
$283K +$283K +8,276 New
SWM
475
SVA Wealth Management
Wisconsin
$282K +$13.7K +400 +5%
17 18
19
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