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iShares S&P 500 Growth ETF
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Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$3.35M 37,506 -683 -2%
Invesco
102
Invesco
Georgia
$3.23M 36,173 +747 +2%
JRP
103
Jasper Ridge Partners
California
$3.1M 34,688 – –
FWM
104
Focused Wealth Management
New York
$2.99M 33,399 +33,399 New
NAM
105
NTV Asset Management
West Virginia
$2.96M 33,155 -5,015 -13%
ERSOT
106
Employees Retirement System of Texas
Texas
$2.94M 32,900 -17,100 -34%
SAM
107
Securian Asset Management
Minnesota
$2.85M 31,900 +14,200 +80%
WP
108
WMS Partners
Maryland
$2.84M 31,797 -3,914 -11%
PP
109
Palladium Partners
Virginia
$2.77M 31,040 -1,700 -5%
FIMS
110
FBL Investment Management Services
Iowa
$2.74M 32,635 – –
ICOA
111
Investment Centers of America
North Dakota
$2.68M 29,900 +6,019 +25%
PI
112
Placemark Investments
Illinois
$2.67M 29,832 +22,632 +314%
SAM
113
Sequent Asset Management
Texas
$2.63M 29,400 +29,400 New
HJA
114
Hugh Johnson Advisors
New York
$2.55M 28,537 +14,165 +99%
AA
115
Alesco Advisors
New York
$2.51M 28,040 +345 +1%
GC
116
Guggenheim Capital
Illinois
$2.45M 27,355 -6,641 -20%
IH
117
IFC Holdings
Florida
$2.42M 26,982 +9,028 +50%
Northern Trust
118
Northern Trust
Illinois
$2.38M 26,574 +2,769 +12%
GCA
119
Guardian Capital Advisors
Ontario, Canada
$2.38M 26,275 +26,275 New
OC
120
Oppenheimer & Co
New York
$2.37M 26,476 -102,494 -79%
HPC
121
HM Payson & Co
Maine
$2.36M 26,365 – –
USAA
122
United Services Automobile Association
Texas
$2.28M 25,546 -2 -0%
ASN
123
Advisory Services Network
Georgia
$2.22M 24,889 -3,099 -11%
MAA
124
Managed Account Advisors
New Jersey
$2.2M 24,655 +4,406 +22%
STMM
125
South Texas Money Management
Texas
$2.13M 23,786 +735 +3%
3 4
5
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