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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 %
WCM
451
Wealthcare Capital Management
Virginia
$341K – – –
CPO
452
Cerity Partners OCIO
New York
$341K +$144 +4 +0%
EWM
453
Empirical Wealth Management
Washington
$341K +$43.1K +1,200 +14%
VHAM
454
Van Hulzen Asset Management
California
$339K +$339K +9,456 New
PA
455
Parallel Advisors
California
$338K – – –
LWM
456
Lenox Wealth Management
Ohio
$335K – – –
AWM
457
AE Wealth Management
Kansas
$327K +$327K +9,108 New
CW
458
Cobiz Wealth
Colorado
$324K -$13.8K -384 -4%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$323K -$49.4K -1,380 -13%
CWM
460
Connecticut Wealth Management
Connecticut
$323K -$6.11K -168 -2%
BSB
461
Bangor Savings Bank
Maine
$321K -$23.3K -652 -7%
HCM
462
Hollencrest Capital Management
California
$321K – – –
GEA
463
Glen Eagle Advisors
New Jersey
$320K -$234K -6,528 -42%
AIM
464
Allen Investment Management
New York
$316K – – –
HCM
465
Harvey Capital Management
Florida
$315K – – –
SBSB
466
Sullivan, Bruyette, Speros & Blaney
Virginia
$312K – – –
PWM
467
Perigon Wealth Management
California
$304K +$7.73K +216 +3%
BEC
468
Blue Edge Capital
Virginia
$303K – – –
SSB
469
Sandy Spring Bank
Maryland
$301K -$14.5K -404 -5%
BOS
470
Bank of Stockton
California
$301K – – –
LFG
471
LifePlan Financial Group
Ohio
$298K -$50.1K -1,400 -14%
SWM
472
SVA Wealth Management
Wisconsin
$296K – – –
BTIS
473
BB&T Investment Services
North Carolina
$295K – – –
CCM
474
Coldstream Capital Management
Washington
$294K +$294K +8,220 New
LWAC
475
Laurel Wealth Advisors (California)
California
$293K -$6.44K -180 -2%
17 18
19
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