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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
State Street
2
State Street
Massachusetts
$72.8M
3
FA
3
FCG Advisors
New Jersey
$35.9M
4
SIM
4
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
5
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
5
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
76
Ifrah Financial Services
Arkansas
$12M -$617K -21,288 -5%
MBT
77
Monroe Bank & Trust
Michigan
$12M +$714K +24,660 +6%
GIA
78
GHP Investment Advisors
Colorado
$11.9M -$125K -4,300 -1%
BIM
79
BlackRock Investment Management
Delaware
$11.9M -$17.3M -595,520 -59%
PCTC
80
Perkins Coie Trust Company
Washington
$11.7M +$177K +6,116 +2%
SI
81
Stephens Inc
Arkansas
$11.6M -$1.05M -36,320 -8%
ECM
82
Evergreen Capital Management
Washington
$11.6M -$135K -4,676 -1%
BTS
83
BB&T Securities
Virginia
$11.6M -$375K -12,932 -3%
CL
84
Choreo LLC
Illinois
$10.9M +$87.6K +3,024 +0.8%
WF
85
WealthTrust Fairport
Ohio
$10.8M +$445K +15,348 +4%
CS
86
Credit Suisse
Switzerland
$10.7M -$12.4M -427,048 -54%
Citigroup
87
Citigroup
New York
$10.4M -$1.53M -52,860 -13%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$10.2M +$433K +14,932 +4%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$10.1M -$827K -28,544 -8%
CFA
90
Cahill Financial Advisors
Minnesota
$9.86M +$801K +27,660 +9%
PAG
91
Private Advisor Group
New Jersey
$9.85M -$1.39M -46,276 -12%
FWP
92
FAS Wealth Partners
Kansas
$9.83M +$368K +12,692 +4%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$9.45M +$4.05M +139,724 +75%
ABTD
94
Arvest Bank Trust Division
Oklahoma
$9.41M -$463K -15,980 -5%
NPC
95
National Planning Corporation
California
$9.39M -$4.26M -148,672 -31%
GT
96
Greenleaf Trust
Michigan
$9.32M +$3.47M +119,880 +59%
UB
97
UMB Bank
Missouri
$9.31M +$4.14M +142,776 +80%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$9.28M -$3.34M -115,384 -26%
CCM
99
CWH Capital Management
Washington
$9.19M -$276K -9,520 -3%
AIG
100
American International Group
New York
$9.04M -$9.95M -343,312 -52%
2 3
4
5 6