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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
State Street
State Street
Massachusetts
+$72.8M
3
FA
FCG Advisors
New Jersey
+$32.4M
4
SIM
Scottrade Investment Management
Missouri
+$25.3M
5
VanEck Associates
VanEck Associates
New York
+$20.2M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$61.2M
2
Morgan Stanley
Morgan Stanley
New York
-$54.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$51.9M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$51.6M
5
UBS Group
UBS Group
Switzerland
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
476
Edmond de Rothschild Holding
Switzerland
$12K – – –
KKAMG
477
Kernodle & Katon Asset Management Group
Arkansas
$11K – – –
TCOV
478
Trust Company of Vermont
Vermont
$11K – – –
First Manhattan
479
First Manhattan
New York
$9K – – –
HI
480
Hudock Inc
Pennsylvania
$9K +$9K +312 New
ADL
481
Asset Dedication LLC
California
$6K -$134K -4,472 -96%
BBHC
482
Brown Brothers Harriman & Co
New York
$6K – – –
MA
483
MCF Advisors
Kentucky
$5K – – –
FIB
484
First Interstate Bank
Montana
$5K +$5K +188 New
HW
485
Hancock Whitney
Mississippi
$836 -$342 -11,788 -29%
EWM
486
Endurance Wealth Management
Rhode Island
$2 – – –
RJFSA
487
Raymond James Financial Services Advisors
Florida
– -$51.9M -1,793,460 Closed
DWA
488
Dorsey Wright & Associates
California
– -$7.95M -274,760 Closed
GA
489
GFS Advisors
Texas
– -$7.76M -268,000 Closed
SS
490
Simplicity Solutions
Minnesota
– -$5.72M -197,632 Closed
AII
491
AGF Investments Inc
Ontario, Canada
– -$5.6M -193,460 Closed
CCM
492
Canal Capital Management
Virginia
– -$3.14M -108,316 Closed
RPG
493
Risk Paradigm Group
Texas
– -$2.72M -94,116 Closed
TH
494
Timber Hill
Connecticut
– -$2.2M -75,832 Closed
CAM
495
Capstone Asset Management
Texas
– -$2.18M -75,316 Closed
CFS
496
Commonwealth Financial Services
West Virginia
– -$1.57M -54,344 Closed
AP
497
Advisors Preferred
Maryland
– -$1.54M -53,056 Closed
BCM
498
Barometer Capital Management
Ontario, Canada
– -$1.44M -49,600 Closed
CCB
499
Cutter & Co Brokerage
Missouri
– -$1.21M -41,920 Closed
CCS
500
Crosspoint Capital Strategies
California
– -$828K -29,688 Closed
17 18 19
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