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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.33B invested in iShares S&P 500 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 16 closing their positions.

Holders
424
Holders Change
+15
Holders Change %
+3.67%
% of All Funds
11.43%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.35%
New
39
Increased
133
Reduced
173
Closed
16
Calls
$2.46M
Puts
$1.36M
Net Calls
+$1.1M
Net Calls Change
-$1.09M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$366M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$240M
3
GC
3
Guggenheim Capital
Illinois
$70M
4
SIM
4
Sigma Investment Management
Oregon
$28.2M
5
Wells Fargo
5
Wells Fargo
California
$674M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
HI
2
Horizon Investments
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$26.9M
4
M&T Bank
4
M&T Bank
New York
$582M
5
HNB
5
Huntington National Bank
Ohio
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$9.76M 85,681 +85,681 New
V
77
Veritable
Delaware
$9.53M 83,680 -7,382 -8%
SAM
78
Silvercrest Asset Management
New York
$9.51M 83,520 – –
WF
79
WealthTrust Fairport
Ohio
$9.45M 82,972 +7,977 +11%
ECM
80
Evergreen Capital Management
Washington
$9.32M 81,821 -2,440 -3%
CCMG
81
Clark Capital Management Group
Pennsylvania
$9.24M 81,179 +54,427 +203%
DWA
82
Dorsey Wright & Associates
California
$9.12M 79,558 -8,536 -10%
CFA
83
Cahill Financial Advisors
Minnesota
$8.81M 77,410 +1,162 +2%
ABTD
84
Arvest Bank Trust Division
Oklahoma
$8.76M 76,905 +2,119 +3%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$8.67M 76,172 -43 -0.1%
BIM
86
BlackRock Investment Management
Delaware
$8.59M 75,481 +11,838 +19%
Truist Financial
87
Truist Financial
North Carolina
$7.75M 68,090 -4,013 -6%
SEIA
88
Signature Estate & Investment Advisors
California
$7.75M 68,046 +2,566 +4%
GA
89
GFS Advisors
Texas
$7.63M 67,000 +67,000 New
CCWA
90
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.61M 66,797 +2,339 +4%
LIA
91
LBMC Investment Advisors
Tennessee
$7.46M 65,493 -411 -0.6%
CS
92
Comerica Securities
Michigan
$7.32M 64,260 -512 -0.8%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$7.27M 63,845 -26,619 -29%
TCM
94
Traynor Capital Management
Pennsylvania
$7.23M 63,471 +1,192 +2%
NA
95
Nottingham Advisors
New York
$7.2M 63,217 +6,932 +12%
NG
96
NatWest Group
United Kingdom
$7.15M 62,758 -2,000 -3%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$7.09M 62,260 +184 +0.3%
AI
98
Atria Investments
North Carolina
$7.01M 61,584 +6,936 +13%
SI
99
SII Investments
Wisconsin
$6.88M 60,462 +10,117 +20%
TAIM
100
TD Ameritrade Investment Management
Nebraska
$6.84M 60,109 -5,696 -9%
2 3
4
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