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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 %
V
101
Veritable
Delaware
$9.95M – – –
SFI
102
SPC Financial Inc
Maryland
$9.91M +$878K +26,700 +10%
IFS
103
Ifrah Financial Services
Arkansas
$9.82M -$116K -3,516 -1%
EDRIA
104
Edmonds Duncan Registered Investment Advisors
Kansas
$9.8M +$614K +18,368 +7%
Two Sigma Investments
105
Two Sigma Investments
New York
$9.74M +$9.74M +296,100 New
CIR
106
Clear Investment Research
Georgia
$9.73M -$104K -3,168 -1%
CFS
107
Commonwealth Financial Services
West Virginia
$9.54M +$9.54M +290,920 New
NA
108
Nottingham Advisors
New York
$9.45M +$610K +18,540 +7%
BB
109
Busey Bank
Illinois
$8.81M +$148K +4,516 +2%
PAG
110
Private Advisory Group
Washington
$8.61M -$678K -20,612 -7%
BOH
111
Bank of Hawaii
Hawaii
$8.58M -$32.1M -977,128 -79%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$8.44M – – –
MGIA
113
Moneta Group Investment Advisors
Missouri
$8.41M -$119K -3,620 -1%
SPC
114
Sigma Planning Corp
Michigan
$8.29M -$42.7K -1,300 -0.5%
SQA
115
Simon Quick Advisors
New Jersey
$8.24M +$2.95M +89,584 +56%
HJA
116
Hugh Johnson Advisors
New York
$8.01M +$783K +23,800 +11%
SAM
117
Silvercrest Asset Management
New York
$7.87M -$881K -26,800 -10%
IAA
118
Independent Advisor Alliance
North Carolina
$7.85M +$7.85M +239,188 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.72M +$5.03M +153,044 +187%
CS
120
Comerica Securities
Michigan
$7.62M +$7.62M +231,608 New
AIM
121
Advantage Investment Management
Iowa
$7.6M +$7.44M +226,372 +4,639%
BTS
122
BB&T Securities
Virginia
$7.14M +$5.2M +158,080 +267%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$7.13M +$3.07M +93,472 +76%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$6.99M +$272K +8,268 +4%
LIA
125
LBMC Investment Advisors
Tennessee
$6.91M -$116K -3,532 -2%
3 4
5
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