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iShares S&P 500 Growth ETF
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Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
LPL Financial
California
$164M
2
UCFA
United Capital Financial Advisors
Texas
$87.1M
3
SAS
Sage Advisory Services
Texas
$145M
4
QA
Quantitative Advantage
Minnesota
$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$22M
3
AP
Advisors Preferred
Maryland
$190K
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$43.8M
5
US Bancorp
US Bancorp
Minnesota
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$36.8M +$18M +721,332 +96%
FBNAT
27
FirstMerit Bank N.A. Trustee
Ohio
$34.6M +$118K +4,716 +0.3%
MA
28
MUFG Americas
New York
$33.8M +$145K +5,812 +0.4%
FA
29
FDx Advisors
Illinois
$32.5M +$18.5M +742,796 +132%
US Bancorp
30
US Bancorp
Minnesota
$31.5M -$3.57M -142,936 -10%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$31M -$3.54M -141,960 -10%
BCI
32
Brinker Capital Investments
Pennsylvania
$30.2M +$1.56M +62,496 +5%
BTS
33
BB&T Securities
Virginia
$28.4M +$18.9M +75,736 +199%
TAT
34
TD Ameritrade Trust
Colorado
$27.3M -$2.49M -99,688 -8%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$26.7M +$26.7M +1,067,012 +808,342%
HNB
36
Huntington National Bank
Ohio
$26M -$27.1M – –
SIM
37
Strategic Investment Management
Virginia
$25.8M – – –
RJA
38
Raymond James & Associates
Florida
$25.1M +$7.68M +307,836 +44%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$24.7M -$655K -26,228 -3%
BF
40
BOK Financial
Oklahoma
$22.9M +$315K +12,636 +1%
1IA
41
1834 Investment Advisors
Wisconsin
$22.6M +$220K +8,800 +1%
CC
42
Courier Capital
New York
$22.6M +$521K +20,892 +2%
CCMG
43
Clark Capital Management Group
Pennsylvania
$22M -$12.6M -505,260 -36%
Ameriprise
44
Ameriprise
Minnesota
$20.6M +$6.01M +241,180 +41%
LYV
45
Live Your Vision
Pennsylvania
$20.2M -$21.6K -864 -0.1%
BAAM
46
Baker Avenue Asset Management
California
$19.7M +$2.42M +96,908 +14%
TAM
47
Todd Asset Management
Kentucky
$19.7M -$1.28M -51,360 -6%
Citigroup
48
Citigroup
New York
$17.3M +$11.8M +474,468 +216%
SGAM
49
Steinberg Global Asset Management
Florida
$15.9M -$339K -13,572 -2%
PAIM
50
Punch & Associates Investment Management
Minnesota
$15.2M +$257K +10,312 +2%
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