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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
476
Bridges Investment Management
Nebraska
$293K +$5.75K +160 +2%
FPIS
477
Financial Planning & Information Services
Wisconsin
$291K -$1.15K -32 -0.4%
AC
478
Addison Capital
Pennsylvania
$291K – – –
BL
479
Balentine LLC
Georgia
$291K – – –
SBWM
480
Sunflower Bank Wealth Management
Arizona
$290K -$2.16M -60,196 -88%
CTA
481
Chesley Taft & Associates
Illinois
$290K – – –
TWM
482
Torch Wealth Management
Ohio
$289K -$416K -11,600 -59%
IWM
483
IHT Wealth Management
Illinois
$288K +$93.7K +2,584 +48%
HSBC Holdings
484
HSBC Holdings
United Kingdom
$287K – – –
NP
485
NorthRock Partners
Minnesota
$285K +$285K +7,948 New
CONA
486
Capital One National Association
New York
$283K – – –
RG
487
Rikoon Group
New Mexico
$283K +$575 +16 +0.2%
WT
488
Whittier Trust
California
$283K +$17.9K +500 +7%
PWAG
489
Polaris Wealth Advisory Group
California
$280K -$98.7K -2,756 -26%
MWAC
490
Mariner Wealth Advisors (Cincinnati)
Ohio
$280K +$31K +864 +12%
PGA
491
Portland Global Advisors
Maine
$277K – – –
WA1
492
Wimmer Associates 1
California
$276K – – –
RGIA
493
Rainier Group Investment Advisory
Washington
$275K – – –
FAM
494
Formidable Asset Management
Ohio
$274K +$58.1K +1,620 +27%
PFS
495
Prospera Financial Services
Texas
$270K -$72.5K -2,020 -21%
DIS
496
Diversified Investment Strategies
Louisiana
$270K – – –
KWM
497
Kingsview Wealth Management
Oregon
$263K +$28.2K +784 +12%
Jane Street
498
Jane Street
New York
$261K -$1.85M -51,540 -88%
CNBT
499
Canandaigua National Bank & Trust
New York
$261K -$3.59K -100 -1%
MCM
500
Mengis Capital Management
Oregon
$260K – – –
18 19
20
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