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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$884M
2
SIM
Scottrade Investment Management
Missouri
$345M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
Wells Fargo
California
$930M

Top Sellers

1
CS
Credit Suisse
Switzerland
$14.6M
2
HI
Horizon Investments
North Carolina
$199M
3
GC
Guggenheim Capital
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$624M
5
BOH
Bank of Hawaii
Hawaii
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$51M -$1.75M -53,320 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$49.5M +$938K +28,536 +2%
UCFA
28
United Capital Financial Advisors
Texas
$47.6M +$814K +24,756 +2%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.8M -$172K -5,244 -0.4%
AG
30
Advisor Group
Arizona
$43.1M +$19.3M +585,516 +81%
FHB
31
First Hawaiian Bank
Hawaii
$42.7M -$4.98M -151,332 -10%
US Bancorp
32
US Bancorp
Minnesota
$40.5M +$912K +27,748 +2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$39.8M +$2.05M +62,284 +5%
CCMG
34
Clark Capital Management Group
Pennsylvania
$39.7M +$39.7M +1,208,216 New
IH
35
IFC Holdings
Florida
$34.5M +$5.91M +179,716 +21%
SI
36
SII Investments
Wisconsin
$31.9M +$5.53M +168,028 +21%
MMA
37
Miracle Mile Advisors
California
$31.7M +$4.18M +127,084 +15%
1IA
38
1834 Investment Advisors
Wisconsin
$30.8M -$96.1K -2,924 -0.3%
AIP
39
Ameritas Investment Partners
Nebraska
$30.1M +$586K +17,820 +2%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$29.5M +$397K +12,092 +1%
RFC
41
Regions Financial Corp
Alabama
$28.2M +$6.03M +183,356 +27%
SEI Investments
42
SEI Investments
Pennsylvania
$26.6M -$4.23M -128,752 -14%
MA
43
MUFG Americas
New York
$25.9M -$170K -5,180 -0.7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$25.1M +$2.72M +82,796 +12%
SGAM
45
Steinberg Global Asset Management
Florida
$23.4M +$1.29M +39,228 +6%
Goldman Sachs
46
Goldman Sachs
New York
$23.2M -$4.1M -124,740 -15%
FWP
47
FAS Wealth Partners
Kansas
$22.5M +$3.6M +109,560 +19%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$21.6M +$20.5M +624,708 +1,950%
Mariner
49
Mariner
Kansas
$20.8M -$1.43M -43,492 -6%
MCM
50
MV Capital Management
Maryland
$20.7M +$696K +21,172 +3%
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