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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
51
Steinberg Global Asset Management
Florida
$20M 164,765 -6,474 -4%
SVCP
52
Silicon Valley Capital Partners
California
$19.5M 160,639 -21,064 -12%
HighTower Advisors
53
HighTower Advisors
Illinois
$19M 155,930 +85,395 +121%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$18.8M 154,866 +5,764 +4%
EWMCB
55
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$18.4M 151,588 +97 +0.1%
MCM
56
MV Capital Management
Maryland
$18.2M 149,585 +8,261 +6%
BF
57
BOK Financial
Oklahoma
$18.1M 148,913 -16,293 -10%
RFC
58
Regions Financial Corp
Alabama
$17.5M 143,837 -355 -0.2%
FWP
59
FAS Wealth Partners
Kansas
$16.5M 135,322 +28,602 +27%
MBT
60
Monroe Bank & Trust
Michigan
$15.6M 131,302 +9,467 +8%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$15.4M 126,877 +5,590 +5%
NSIM
62
North Star Investment Management
Illinois
$15M 123,140 +1,085 +0.9%
TA
63
Tiedemann Advisors
New York
$14.9M 123,434 +112,595 +1,039%
RWG
64
Regal Wealth Group
California
$14.2M 116,750 +1,461 +1%
PA
65
Probity Advisors
Texas
$14M 15,367 -99,876 -87%
PAIM
66
Punch & Associates Investment Management
Minnesota
$13.5M 110,884 +1,717 +2%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$13.5M 112,416 +6,852 +6%
AG
68
Advisor Group
Arizona
$13.1M 107,324 +23,691 +28%
LYV
69
Live Your Vision
Pennsylvania
$12.9M 106,289 -56,962 -35%
GT
70
Greenleaf Trust
Michigan
$12.9M 106,177 -75 -0.1%
PCTC
71
Perkins Coie Trust Company
Washington
$12.5M 102,570 +1,476 +1%
SPC
72
Sigma Planning Corp
Michigan
$12.4M 101,727 +30,830 +43%
BIM
73
BlackRock Investment Management
Delaware
$12.3M 101,276 -8,252 -8%
GIA
74
GHP Investment Advisors
Colorado
$12.1M 99,615 -895 -0.9%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$11.9M 97,608 +2,207 +2%
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