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iShares S&P 500 Growth ETF
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Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
LPL Financial
California
$164M
2
UCFA
United Capital Financial Advisors
Texas
$87.1M
3
SAS
Sage Advisory Services
Texas
$145M
4
QA
Quantitative Advantage
Minnesota
$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$22M
3
AP
Advisors Preferred
Maryland
$190K
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$43.8M
5
US Bancorp
US Bancorp
Minnesota
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
126
NTV Asset Management
West Virginia
$2.81M – – –
FHC
127
First Heartland Consultants
Missouri
$2.8M +$2.8M +112,160 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$2.8M +$435K +17,408 +18%
SI
129
SII Investments
Wisconsin
$2.79M +$607K +25,380 +28%
Northern Trust
130
Northern Trust
Illinois
$2.75M -$20.3K -812 -0.7%
ICOA
131
Investment Centers of America
North Dakota
$2.68M +$1.81M +80,724 +208%
GCA
132
Guardian Capital Advisors
Ontario, Canada
$2.51M -$158K -6,300 -6%
ASN
133
Advisory Services Network
Georgia
$2.49M -$2.7K -108 -0.1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$2.45M +$251K +10,064 +11%
OC
135
Oppenheimer & Co
New York
$2.44M -$158K -6,320 -6%
GT
136
Greenleaf Trust
Michigan
$2.41M -$1.96M -78,388 -45%
MAA
137
Managed Account Advisors
New Jersey
$2.37M -$2.37M -95,020 -50%
STMM
138
South Texas Money Management
Texas
$2.34M -$39.4K -1,580 -2%
HPC
139
HM Payson & Co
Maine
$2.23M -$402K -16,100 -15%
TA
140
Tiedemann Advisors
New York
$2.17M – – –
FBA
141
Front Barnett Associates
Illinois
$2M +$139K +5,580 +7%
EB
142
Eastern Bank
Massachusetts
$1.99M -$90.2K -3,612 -4%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$1.98M +$35K +1,404 +2%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$1.93M +$109K +4,360 +6%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$1.87M -$22K -880 -1%
SNT
146
Security National Trust
West Virginia
$1.84M – – –
SGCA
147
Steel Grove Capital Advisors
Tennessee
$1.84M +$957K +38,368 +109%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$1.81M +$110K +4,396 +6%
PSUF
149
People's United Financial
Connecticut
$1.8M -$7.19K -288 -0.4%
GC
150
Guggenheim Capital
Illinois
$1.7M -$633K -25,364 -27%
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