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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 %
GIA
526
Guyasuta Investment Advisors
Pennsylvania
$212K – – –
BAM
527
Belpointe Asset Management
Nevada
$208K +$208K +5,816 New
IFA
528
Interactive Financial Advisors
Illinois
$206K -$3.58K -100 -2%
CCM
529
Covington Capital Management
California
$205K +$205K +5,712 New
OC
530
Oarsman Capital
Wisconsin
$202K +$202K +5,636 New
RW
531
Rand Wealth
Maryland
$200K -$14.3K -400 -7%
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$196K +$716 +20 +0.4%
BP
533
Ballentine Partners
Massachusetts
$191K – – –
RBC
534
Roble Belko & Company
Pennsylvania
$190K – – –
AC
535
Alexandria Capital
Virginia
$188K -$35.3K -984 -16%
VCM
536
Vigilant Capital Management
Maine
$188K – – –
LWA
537
Lowe Wealth Advisors
Maryland
$180K – – –
MFT
538
Moisand Fitzgerald Tamayo
Florida
$175K +$175K +4,872 New
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$172K – – –
CCM
540
Cribstone Capital Management
Maine
$166K -$6.47K -180 -4%
UBS AM
541
UBS AM
Illinois
$162K +$14.9K +416 +10%
IP
542
Intellectus Partners
California
$152K +$37.4K +1,044 +33%
QAM
543
QCI Asset Management
New York
$143K – – –
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K – – –
BWA
545
Burt Wealth Advisors
Maryland
$133K +$133K +3,712 New
PG
546
Patten Group
Tennessee
$124K – – –
JWA
547
JFS Wealth Advisors
Pennsylvania
$122K +$43K +1,200 +54%
RWA
548
Ropes Wealth Advisors
Massachusetts
$120K – – –
SIAS
549
Shine Investment Advisory Services
Colorado
$108K +$430 +12 +0.4%
DBT
550
Dubuque Bank & Trust
Iowa
$106K – – –
20 21
22
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