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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
601
RPG Investment Advisory
California
$5K +$5K +140 New
ATC
602
Adirondack Trust Company
New York
$4K -$5.94K -184 -60%
CFG
603
CKW Financial Group
Hawaii
$4K – – –
GI
604
Gradient Investments
Minnesota
$3K – – –
GBBWRPM
605
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K – – –
EWM
606
Endurance Wealth Management
Rhode Island
$3K +$136 +4 +5%
VWA
607
V Wealth Advisors
Kansas
$3K +$3K +84 New
IWM
608
IHT Wealth Management
Illinois
$1.1K +$1.1K +5,340 +33,375%
CHP
609
Cable Hill Partners
Oregon
$1K – – –
HR
610
Howe & Rusling
New York
$1K – – –
IAA
611
Independent Advisor Alliance
North Carolina
– -$7.85M -239,188 Closed
TW
612
Transform Wealth
Colorado
– -$6.81M -207,148 Closed
PL
613
Polianta Ltd
Jersey
– -$5.91M -179,600 Closed
KM
614
Kalos Management
Georgia
– -$4.11M -124,908 Closed
TWMH
615
Tiedemann Wealth Management Holdings
New York
– -$3.36M -102,112 Closed
Cerity Partners
616
Cerity Partners
New York
– -$1.7M -51,792 Closed
RWA
617
RGT Wealth Advisors
Texas
– -$861K -26,172 Closed
FPS
618
Fieldpoint Private Securities
Connecticut
– -$710K -21,600 Closed
VWM
619
Valley Wealth Managers
New Jersey
– -$389K -11,824 Closed
GLA
620
Good Life Advisors
Pennsylvania
– -$229K -6,992 Closed
SIC
621
Salem Investment Counselors
North Carolina
– -$220K -6,700 Closed
BKA
622
Brick & Kyle Associates
Pennsylvania
– -$49K -1,500 Closed
ACS
623
Archford Capital Strategies
Illinois
– -$23K -696 Closed
AA
624
Apriem Advisors
California
– -$10K -300 Closed
MCM
625
McRae Capital Management
New Jersey
– -$6K -176 Closed
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