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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 %
ECM
101
Evergreen Capital Management
Washington
$13.2M -$74.2K -2,068 -0.6%
AIM
102
Advantage Investment Management
Iowa
$13M -$2.16M -60,320 -14%
WF
103
WealthTrust Fairport
Ohio
$12.6M +$597K +16,664 +5%
BPCE
104
Bank Pictet & Cie (Europe)
Germany
$12.5M – – –
Baird Financial Group
105
Baird Financial Group
Wisconsin
$12.1M -$28.7K -800 -0.2%
SWP
106
Stratos Wealth Partners
Ohio
$12M -$1.7M -47,408 -12%
PWS
107
Paragon Wealth Strategies
Florida
$11.8M +$399K +11,136 +3%
TCM
108
Traynor Capital Management
Pennsylvania
$11.8M -$145K -4,068 -1%
V
109
Veritable
Delaware
$11.8M +$789K +22,000 +7%
FAAS
110
First Allied Advisory Services
California
$11.7M +$4.42M +123,428 +61%
IA
111
Independence Advisors
Pennsylvania
$11.7M -$242K -6,744 -2%
BTS
112
BB&T Securities
Virginia
$11.6M +$1.35M +37,664 +13%
MGIA
113
Moneta Group Investment Advisors
Missouri
$11.4M -$1.87M -52,064 -14%
EDRIA
114
Edmonds Duncan Registered Investment Advisors
Kansas
$11.1M -$78.4K -2,088 -0.7%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$516K +14,392 +5%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$10.7M -$741K -20,672 -6%
SFI
117
SPC Financial Inc
Maryland
$10.6M -$239K -6,660 -2%
IFS
118
Ifrah Financial Services
Arkansas
$10.3M -$303K -8,460 -3%
CWM
119
Cahaba Wealth Management
Georgia
$10.2M +$10.2M +283,112 New
NA
120
Nottingham Advisors
New York
$9.82M +$439K +12,232 +5%
PAG
121
Private Advisory Group
Washington
$9.51M +$105K +2,924 +1%
BB
122
Busey Bank
Illinois
$9.5M -$195K -5,432 -2%
Comerica Bank
123
Comerica Bank
Texas
$9.31M -$2.17M -58,616 -19%
IFAM
124
Institutional & Family Asset Management
Colorado
$9.26M +$9.26M +258,312 New
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$9.25M – – –
3 4
5
6 7