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iShares S&P 500 Growth ETF
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Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
STMM
126
South Texas Money Management
Texas
$2.36M 23,854 +68 +0.3%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$2.34M 23,667 +1,192 +5%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$2.33M 23,560 +18,060 +328%
GC
129
Guggenheim Capital
Illinois
$2.31M 23,354 -4,001 -15%
PMG
130
ProVise Management Group
Florida
$2.29M 23,164 +12,456 +116%
SI
131
SII Investments
Wisconsin
$2.26M 22,821 +2,848 +14%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$2.18M 22,027 +4,033 +22%
TA
133
Tiedemann Advisors
New York
$2.14M 21,717 – –
ACM
134
Ashford Capital Management
Delaware
$2.1M 21,256 -678 -3%
EB
135
Eastern Bank
Massachusetts
$2.06M 20,832 -616 -3%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$1.93M 19,524 +115 +0.6%
UBWV
137
United Bank (West Virginia)
West Virginia
$1.9M 19,192 – –
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$1.87M 18,963 +1,020 +6%
FBA
139
Front Barnett Associates
Illinois
$1.84M 18,665 +2,260 +14%
SNT
140
Security National Trust
West Virginia
$1.82M 18,475 -160 -0.9%
TNBTD
141
Trustmark National Bank Trust Department
Mississippi
$1.8M 18,269 -230 -1%
PSUF
142
People's United Financial
Connecticut
$1.78M 18,057 -2,950 -14%
PWAP
143
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.72M 17,455 -307 -2%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.68M 17,028 +1,089 +7%
USAA
145
United Services Automobile Association
Texas
$1.65M 16,737 -8,809 -34%
GT
146
Glenmede Trust
Pennsylvania
$1.6M 16,234 +2,139 +15%
SI
147
Stephens Inc
Arkansas
$1.57M 15,916 -2,050 -11%
AIS
148
American Investment Services
Massachusetts
$1.57M 15,905 -1,202 -7%
ST
149
Sentinel Trust
Texas
$1.49M 15,095 -265 -2%
EWM
150
Evercore Wealth Management
New York
$1.47M 14,833 – –
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