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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 %
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$1.27M 14,189 +199 +1%
GT
152
Glenmede Trust
Pennsylvania
$1.26M 14,095 +1,017 +8%
BDF
153
Balasa Dinverno & Foltz
$1.24M 13,846 +1,693 +14%
BP
154
Banyan Partners
Florida
$1.18M 13,178 +13,178 New
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.16M 13,022 -32,864 -72%
CA
156
Cetera Advisors
Colorado
$1.13M 12,677 +163 +1%
HW
157
Hancock Whitney
Mississippi
$1.12M 12,547 -229 -2%
MCM
158
Manchester Capital Management
Vermont
$1.12M 12,490 +400 +3%
BC
159
Brookfield Corp
Ontario, Canada
$1.08M 12,059 +10,853 +900%
MFS
160
MSI Financial Services
Massachusetts
$1.05M 11,723 +1,195 +11%
First Trust Advisors
161
First Trust Advisors
Illinois
$1.05M 11,727 +11,727 New
CAN
162
Cetera Advisor Networks
California
$1.04M 11,651 +6,959 +148%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1.01M 11,268 -611 -5%
RJT
164
Raymond James Trust
Florida
$984K 11,016 -2,447 -18%
PMG
165
ProVise Management Group
Florida
$957K 10,708 +272 +3%
Creative Planning
166
Creative Planning
Kansas
$949K 10,617 +2,130 +25%
DC
167
Davenport & Co
Virginia
$921K 10,308 +7 +0.1%
FNBTCON
168
First National Bank & Trust Co of Newtown
Pennsylvania
$914K 10,224 +1,530 +18%
SB
169
Suntrust Banks
Georgia
$905K 10,137 -110 -1%
BPBT
170
Boston Private Bank & Trust
Massachusetts
$901K 10,083 -1,200 -11%
PRC
171
Platte River Capital
Colorado
$894K 10,000 – –
HRIA
172
Haberer Registered Investment Advisor
Ohio
$893K 9,991 -4,175 -29%
BAC
173
Boys Arnold & Co
North Carolina
$867K 9,699 -605 -6%
HFS
174
HL Financial Services
Kentucky
$857K 9,586 +54 +0.6%
NES
175
New England Securities
New York
$857K 9,596 +1,990 +26%
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