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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
LPL Financial
California
$227M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
Goldman Sachs
New York
$130M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$601K
4
IA
IndexIQ Advisors
New York
$310K
5
HI
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
501
Corundum Group
Colorado
$237K – – –
SFSIG
502
San Francisco Sentry Investment Group
California
$235K +$235K +6,880 New
SFG
503
SNS Financial Group
Minnesota
$234K +$234K +6,848 New
RVPG
504
Relative Value Partners Group
$232K +$232K +6,788 New
FNBOO
505
First National Bank of Omaha
Nebraska
$231K -$13.7K -400 -6%
PCA
506
Peddock Capital Advisors
Massachusetts
$228K +$34K +992 +18%
LWA
507
Lenox Wealth Advisors
New York
$226K – – –
OA
508
Opes Advisors
California
$226K – – –
AC
509
Abbrea Capital
California
$224K -$10.2K -300 -4%
KWM
510
Kingsview Wealth Management
Oregon
$224K +$224K +6,540 New
ZF
511
Zhang Financial
Michigan
$223K +$223K +6,492 New
AL
512
Aspiriant LLC
California
$222K +$222K +6,480 New
CIA
513
Capital Investment Advisors
Georgia
$222K +$222K +6,500 New
SPIA
514
Strategic Point Investment Advisors
Rhode Island
$221K +$221K +6,460 New
CG
515
Cutler Group
California
$218K +$68.1K +2,000 +45%
PA
516
Pinnacle Associates
New York
$216K -$20.7K -604 -9%
AC
517
Alexandria Capital
Virginia
$213K -$24.8K -724 -10%
AP
518
Advisor Partners
California
$213K – – –
UWPG
519
Ullmann Wealth Partners Group
Florida
$211K – – –
PL
520
Parthenon LLC
Kentucky
$208K -$68.4K -2,000 -25%
MI
521
Moneywise Inc
Virginia
$208K -$9.74K -284 -4%
FAM
522
Formidable Asset Management
Ohio
$206K – – –
HIMC
523
Heritage Investors Management Corp
Maryland
$205K -$137K -4,000 -40%
TAM
524
Tocqueville Asset Management
New York
$205K -$72.6K -2,124 -26%
IWA
525
IBEX Wealth Advisors
New Jersey
$205K +$205K +5,980 New
19 20
21
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