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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
SFPM
476
Sensible Financial Planning & Management
Massachusetts
$15K 125 – –
MIM
477
Macroview Investment Management
Maryland
$15K 126 +126 New
CAPTRUST Financial Advisors
478
CAPTRUST Financial Advisors
North Carolina
$14K 124 -33 -21%
EDRS
479
Edmond de Rothschild (Suisse)
Switzerland
$12K 100 – –
KKAMG
480
Kernodle & Katon Asset Management Group
Arkansas
$12K 96 – –
EDRH
481
Edmond de Rothschild Holding
Switzerland
$12K 100 – –
LCM
482
Liberty Capital Management
Michigan
$12K 100 +100 New
First Manhattan
483
First Manhattan
New York
$9K 78 – –
ADL
484
Asset Dedication LLC
California
$6K 50 – –
MI
485
Montage Investments
Kansas
$6K 51 +51 New
MA
486
MCF Advisors
Kentucky
$5K 40 – –
CFG
487
CKW Financial Group
Hawaii
$3K 27 -104 -79%
BBHC
488
Brown Brothers Harriman & Co
New York
$3K 28 -28 -50%
EWM
489
Endurance Wealth Management
Rhode Island
$3K 21 – –
SIC
490
Salem Investment Counselors
North Carolina
$2.04K 1,675 +1,675 New
GI
491
Gradient Investments
Minnesota
$2K 19 – –
PWM
492
Perigon Wealth Management
California
$2K 18 – –
HR
493
Howe & Rusling
New York
$1K 10 +10 New
SBL
494
Sargent Bickham Lagudis
Colorado
$124 1,023 +135 +15%
SAS
495
Sage Advisory Services
Texas
– – -460,098 Closed
VanEck Associates
496
VanEck Associates
New York
– – -175,823 Closed
PAS
497
Park Avenue Securities
New York
– – -148,773 Closed
TRCT
498
Tower Research Capital (TRC)
New York
– – -17,525 Closed
PCM
499
Palouse Capital Management
Washington
– – -4,460 Closed
IPC
500
Independent Portfolio Consultants
Florida
– – -3,790 Closed
17 18 19
20
21