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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 %
BFS
501
Bradley Foster & Sargent
Connecticut
$259K -$115K -3,200 -31%
MM
502
Meridian Management
Arkansas
$258K – – –
RCA
503
Rex Capital Advisors
Rhode Island
$257K – – –
RVPG
504
Relative Value Partners Group
$254K +$10.5K +292 +4%
SHGA
505
Sand Hill Global Advisors
California
$252K -$12.3K -344 -5%
WJA
506
Williams Jones & Associates
New York
$250K -$2.87K -80 -1%
PCA
507
Peddock Capital Advisors
Massachusetts
$242K +$3.72K +104 +2%
GLA
508
Good Life Advisors
Pennsylvania
$241K +$241K +6,652 New
SFSIG
509
San Francisco Sentry Investment Group
California
$240K -$7.19K -200 -3%
LWA
510
Lenox Wealth Advisors
New York
$237K – – –
ZF
511
Zhang Financial
Michigan
$236K – – –
FCB
512
First Command Bank
Texas
$236K +$43.2K +1,204 +22%
FCFS
513
First Command Financial Services
Texas
$236K +$43.2K +1,204 +22%
CIA
514
Capital Investment Advisors
Georgia
$233K – – –
GP
515
Girard Partners
Pennsylvania
$231K -$33.8K -940 -13%
AC
516
Abbrea Capital
California
$229K -$5.73K -160 -2%
BWA
517
BDO Wealth Advisors
Florida
$228K -$938K -26,160 -80%
SFG
518
SNS Financial Group
Minnesota
$226K -$20K -556 -8%
AP
519
Advisor Partners
California
$224K – – –
PA
520
Pinnacle Associates
New York
$221K -$5.46K -152 -2%
PL
521
Parthenon LLC
Kentucky
$218K – – –
MI
522
Moneywise Inc
Virginia
$218K +$716 +20 +0.3%
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$218K +$218K +6,068 New
IWA
524
IBEX Wealth Advisors
New Jersey
$217K – – –
TAM
525
Tocqueville Asset Management
New York
$215K – – –
19 20
21
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