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iShares S&P 500 Growth ETF
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Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
476
MCF Advisors
Kentucky
$5K 40 – –
FHC
477
First Heartland Consultants
Missouri
$3.22K 27,575 -20,245 -42%
ZB
478
Zions Bancorporation
Utah
$3K 21 +21 New
EWM
479
Endurance Wealth Management
Rhode Island
$2K 21 – –
PWM
480
Perigon Wealth Management
California
$2K 18 +18 New
GI
481
Gradient Investments
Minnesota
$2K 19 +19 New
TCOV
482
Trust Company of Vermont
Vermont
$1K 10 -81 -89%
FIG
483
FundX Investment Group
California
– – -426,187 Closed
QA
484
Quantitative Advantage
Minnesota
– – -250,241 Closed
LI
485
LVZ Inc
Michigan
– – -147,729 Closed
TAM
486
Todd Asset Management
Kentucky
– – -121,280 Closed
BA
487
BKS Advisors
Michigan
– – -34,031 Closed
PAA
488
Peregrine Asset Advisers
Oregon
– – -30,281 Closed
NFG
489
Noven Financial Group
Colorado
– – -24,801 Closed
AIA
490
Allegis Investment Advisors
Idaho
– – -22,118 Closed
FMP
491
Financial Management Professionals
Texas
– – -20,876 Closed
PAM
492
PVG Asset Management
Colorado
– – -20,372 Closed
AIM
493
Allen Investment Management
New York
– – -18,036 Closed
CCMG
494
Clark Capital Management Group
Pennsylvania
– – -15,605 Closed
NCM
495
Novare Capital Management
North Carolina
– – -13,910 Closed
DA
496
DSC Advisors
Illinois
– – -12,010 Closed
Fiera Capital (Canada)
497
Fiera Capital (Canada)
Quebec, Canada
– – -8,475 Closed
Nomura Asset Management
498
Nomura Asset Management
Japan
– – -8,000 Closed
AWA
499
Arete Wealth Advisors
Illinois
– – -6,382 Closed
DMC
500
Drexel Morgan & Co
Pennsylvania
– – -3,975 Closed
18 19
20
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