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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
101
Silvercrest Asset Management
New York
$8.1M 66,560 -1,245 -2%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$8.04M 66,100 +8,500 +15%
KL
103
KWMG LLC
Kansas
$7.9M 64,901 +10,796 +20%
SFI
104
SPC Financial Inc
Maryland
$7.82M 64,293 -726 -1%
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$7.8M 64,134 – –
CCM
106
CWH Capital Management
Washington
$7.76M 63,820 -290 -0.5%
MGIA
107
Moneta Group Investment Advisors
Missouri
$7.68M 63,144 +5,334 +9%
TWMH
108
Tiedemann Wealth Management Holdings
New York
$7.63M 62,720 +62,720 New
NA
109
Nottingham Advisors
New York
$7.34M 60,312 -17,044 -22%
AI
110
Atria Investments
North Carolina
$7.25M 59,621 +4,051 +7%
MFS
111
MSI Financial Services
Massachusetts
$7.15M 58,770 -164 -0.3%
BB
112
Busey Bank
Illinois
$7.1M 58,347 -878 -1%
BlackRock
113
BlackRock
New York
$6.92M 56,857 +56,504 +16,007%
HJA
114
Hugh Johnson Advisors
New York
$6.66M 54,717 -460 -0.8%
TFCP
115
Twin Focus Capital Partners
Massachusetts
$6.6M 54,246 +38,083 +236%
SCG
116
Sonata Capital Group
Washington
$6.56M 53,955 +211 +0.4%
LIA
117
LBMC Investment Advisors
Tennessee
$6.52M 53,596 -8,910 -14%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$6.18M 50,830 +8,201 +19%
N
119
Natixis
France
$6.04M 50,000 +50,000 New
ST
120
Smithfield Trust
Pennsylvania
$6.01M 49,431 +3,216 +7%
DK
121
Darrell & King
Virginia
$5.95M 48,885 -9,385 -16%
Northern Trust
122
Northern Trust
Illinois
$5.8M 47,711 -2,919 -6%
PBO
123
Peoples Bank (Ohio)
Ohio
$5.71M 46,953 -504 -1%
AIG
124
American International Group
New York
$5.63M 46,253 +17,957 +63%
USAA
125
United Services Automobile Association
Texas
$5.52M 45,365 -6,101 -12%
3 4
5
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