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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$2.01M 22,475 +22,475 New
VFS
127
VSR Financial Services
Kansas
$1.99M 22,246 +1,085 +5%
ACM
128
Ashford Capital Management
Delaware
$1.96M 21,934 +8,861 +68%
TA
129
Tiedemann Advisors
New York
$1.94M 21,717 – –
EB
130
Eastern Bank
Massachusetts
$1.92M 21,448 -1,165 -5%
PSUF
131
People's United Financial
Connecticut
$1.88M 21,007 +327 +2%
BIM
132
BlackRock Investment Management
Delaware
$1.86M 20,799 +2,170 +12%
SI
133
SII Investments
Wisconsin
$1.79M 19,973 +2,833 +17%
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$1.73M 19,409 -175 -0.9%
UBWV
135
United Bank (West Virginia)
West Virginia
$1.72M 19,192 – –
SNT
136
Security National Trust
West Virginia
$1.67M 18,635 -935 -5%
TNBTD
137
Trustmark National Bank Trust Department
Mississippi
$1.65M 18,499 – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1.61M 17,994 +1,848 +11%
SI
139
Stephens Inc
Arkansas
$1.61M 17,966 +9,983 +125%
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$1.6M 17,943 +17,943 New
PWAP
141
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.59M 17,762 +795 +5%
AIS
142
American Investment Services
Massachusetts
$1.53M 17,107 -50 -0.3%
FBA
143
Front Barnett Associates
Illinois
$1.47M 16,405 +7,280 +80%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.42M 15,939 +462 +3%
ST
145
Sentinel Trust
Texas
$1.37M 15,360 -1,720 -10%
EWM
146
Evercore Wealth Management
New York
$1.33M 14,833 – –
BHWM
147
Bar Harbor Wealth Management
New Hampshire
$1.3M 14,523 -70 -0.5%
FAAS
148
First Allied Advisory Services
California
$1.29M 14,410 +2,892 +25%
1GA
149
1st Global Advisors
Texas
$1.29M 14,390 +618 +4%
AMG
150
Asset Management Group
Connecticut
$1.29M 14,381 -374 -3%
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