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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 %
CC
26
Courier Capital
New York
$55.7M 457,341 +100,205 +28%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$55.4M 454,711 +448,571 +7,306%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$48.9M 401,442 -34,325 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$45M 369,199 +4,640 +1%
FHB
30
First Hawaiian Bank
Hawaii
$44.1M 362,320 -27,921 -7%
UCFA
31
United Capital Financial Advisors
Texas
$43.3M 355,635 -239,569 -40%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$42.6M 349,847 +137,232 +65%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$42.4M 348,530 +75,772 +28%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.7M 334,224 +23,012 +7%
BOH
35
Bank of Hawaii
Hawaii
$37.7M 309,516 +112,932 +57%
US Bancorp
36
US Bancorp
Minnesota
$36.7M 301,011 -38,980 -11%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$34.6M 287,205 +17,132 +6%
BIM
38
BlackRock Investment Management
Delaware
$30.2M 248,093 +146,817 +145%
1IA
39
1834 Investment Advisors
Wisconsin
$28.6M 235,039 +4 +0%
SEI Investments
40
SEI Investments
Pennsylvania
$28.5M 234,219 +40,896 +21%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$27.8M 221,470 +109,054 +97%
AIP
42
Ameritas Investment Partners
Nebraska
$27.4M 224,596 +3,668 +2%
IH
43
IFC Holdings
Florida
$26.5M 217,704 +32,033 +17%
CAL
44
Capital Analysts LLC
Pennsylvania
$25.9M 212,603 +18,882 +10%
MMA
45
Miracle Mile Advisors
California
$25.5M 209,457 +15,345 +8%
MIAN
46
Mariner Independent Advisor Network
Kansas
$25.5M 209,423 -1,878 -0.9%
Goldman Sachs
47
Goldman Sachs
New York
$25.3M 207,945 -52,611 -20%
SI
48
SII Investments
Wisconsin
$24.4M 200,689 +21,697 +12%
MA
49
MUFG Americas
New York
$24.1M 198,099 +1,613 +0.8%
FFS
50
Founders Financial Securities
Maryland
$23M 188,734 +99,111 +111%
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