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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthPLAN Partners
Nebraska
$18.3M +$307K +8,552 +2%
UB
77
UMB Bank
Missouri
$18M -$105K -2,928 -0.6%
HighTower Advisors
78
HighTower Advisors
Illinois
$18M -$1.24M -34,748 -6%
EWMCB
79
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$17.6M -$1M -27,988 -5%
GT
80
Greenleaf Trust
Michigan
$17.1M +$77.4K +2,160 +0.5%
RWG
81
Regal Wealth Group
California
$17M +$456K +12,720 +3%
KL
82
KWMG LLC
Kansas
$17M +$1.01M +28,260 +6%
PA
83
Probity Advisors
Texas
$16.6M +$35.6K +992 +0.2%
PAIM
84
Punch & Associates Investment Management
Minnesota
$16.2M -$68K -1,896 -0.4%
AllianceBernstein
85
AllianceBernstein
Tennessee
$16M +$13.1M +365,504 +460%
Citigroup
86
Citigroup
New York
$15.6M +$850K +23,720 +6%
LYV
87
Live Your Vision
Pennsylvania
$15.4M -$24.5K -684 -0.2%
SGAM
88
Steinberg Global Asset Management
Florida
$15.4M -$774K -21,580 -5%
FDCC
89
Foster Dykema Cabot & Co
Massachusetts
$15.4M +$22.2K +620 +0.1%
CL
90
Choreo LLC
Illinois
$15.2M -$132K -3,672 -0.9%
SI
91
Stephens Inc
Arkansas
$15M +$10.8K +300 +0.1%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$14.7M +$409K +11,412 +3%
AssetMark Inc
93
AssetMark Inc
California
$14.6M -$1.97M -55,036 -12%
PFA
94
Pinnacle Family Advisors
Missouri
$14.5M +$8.16M +227,672 +128%
PCTC
95
Perkins Coie Trust Company
Washington
$14.5M -$344K -9,608 -2%
CFA
96
Cahill Financial Advisors
Minnesota
$14.3M +$117K +3,252 +0.8%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M +$2.39M +66,712 +21%
GIA
98
GHP Investment Advisors
Colorado
$13.7M -$160K -4,476 -1%
FA
99
FCG Advisors
New Jersey
$13.7M +$648K +18,084 +5%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$13.6M +$2.29M +64,000 +20%
2 3
4
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