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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$884M
2
SIM
Scottrade Investment Management
Missouri
$345M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
Wells Fargo
California
$930M

Top Sellers

1
CS
Credit Suisse
Switzerland
$14.6M
2
HI
Horizon Investments
North Carolina
$199M
3
GC
Guggenheim Capital
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$624M
5
BOH
Bank of Hawaii
Hawaii
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
76
Perkins Coie Trust Company
Washington
$13.8M +$113K +3,440 +0.8%
KL
77
KWMG LLC
Kansas
$13.4M +$2.53M +76,936 +23%
Citigroup
78
Citigroup
New York
$13.3M +$1.68M +51,216 +15%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$13.1M +$4.25M +129,352 +48%
RWG
80
Regal Wealth Group
California
$13.1M +$177K +5,396 +1%
GIA
81
GHP Investment Advisors
Colorado
$13.1M -$106K -3,220 -0.8%
CWM
82
Calamos Wealth Management
Illinois
$13M +$10M +305,552 +342%
CFA
83
Cahill Financial Advisors
Minnesota
$12.7M +$40.1K +1,220 +0.3%
BlackRock
84
BlackRock
New York
$12.6M +$12.5M +381,440 +29,252%
SWP
85
Stratos Wealth Partners
Ohio
$12.5M +$1.19M +36,164 +10%
PWS
86
Paragon Wealth Strategies
Florida
$12.5M +$251K +7,648 +2%
AI
87
Atria Investments
North Carolina
$12.2M -$5.56M -169,244 -31%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$12.1M -$1.68M -51,200 -12%
SI
89
Stephens Inc
Arkansas
$12.1M -$188K -5,708 -2%
FA
90
FCG Advisors
New Jersey
$11.8M +$1.64M +50,148 +16%
AssetMark Inc
91
AssetMark Inc
California
$11.8M +$11.7M +354,448 +11,449%
BPCE
92
Bank Pictet & Cie (Europe)
Germany
$11.5M +$2.78M +84,400 +32%
ECM
93
Evergreen Capital Management
Washington
$11.3M -$1.19M -36,260 -10%
IA
94
Independence Advisors
Pennsylvania
$11.2M -$190K -5,792 -2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$11.2M -$1.07M -32,660 -9%
WF
96
WealthTrust Fairport
Ohio
$11M -$783K -23,800 -7%
TCM
97
Traynor Capital Management
Pennsylvania
$10.8M +$529K +15,964 +5%
Comerica Bank
98
Comerica Bank
Texas
$10.5M +$1.14M +34,096 +12%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$10.5M -$153K -4,652 -1%
CCM
100
CWH Capital Management
Washington
$10M +$1.93M +58,612 +24%
2 3
4
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