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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 %
DDC
151
DF Dent & Co
Maryland
$1.44M 14,609 +14,609 New
AMG
152
Asset Management Group
Connecticut
$1.41M 14,277 -104 -0.7%
CAN
153
Cetera Advisor Networks
California
$1.38M 13,955 +2,304 +20%
BHWM
154
Bar Harbor Wealth Management
New Hampshire
$1.35M 13,705 -818 -6%
1GA
155
1st Global Advisors
Texas
$1.35M 13,691 -699 -5%
BDF
156
Balasa Dinverno & Foltz
$1.35M 13,618 -228 -2%
First Trust Advisors
157
First Trust Advisors
Illinois
$1.31M 13,240 +1,513 +13%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$1.27M 12,885 +1,617 +14%
DBIA
159
Dumont & Blake Investment Advisors
New Jersey
$1.26M 12,736 -1,453 -10%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$1.26M 12,719 -303 -2%
MFS
161
MSI Financial Services
Massachusetts
$1.25M 12,656 +933 +8%
CA
162
Cetera Advisors
Colorado
$1.25M 12,630 -47 -0.4%
MCM
163
Manchester Capital Management
Vermont
$1.24M 12,527 +37 +0.3%
BPBT
164
Boston Private Bank & Trust
Massachusetts
$1.23M 12,483 +2,400 +24%
GF
165
Gerstein Fisher
New York
$1.22M 12,324 +5,903 +92%
BC
166
Brookfield Corp
Ontario, Canada
$1.19M 12,059 – –
SFG
167
SNS Financial Group
Minnesota
$1.08M 10,942 +3,840 +54%
DC
168
Davenport & Co
Virginia
$1.02M 10,308 – –
CK
169
Carnick & Kubik
Colorado
$1.01M 10,225 +10,225 New
SB
170
Suntrust Banks
Georgia
$991K 10,046 -91 -0.9%
PRC
171
Platte River Capital
Colorado
$988K 10,000 – –
FNBTCON
172
First National Bank & Trust Co of Newtown
Pennsylvania
$980K 9,924 -300 -3%
AWM
173
Avior Wealth Management
Nebraska
$974K 9,864 +9,864 New
Creative Planning
174
Creative Planning
Kansas
$973K 9,854 -763 -7%
HFS
175
HL Financial Services
Kentucky
$960K 9,725 +139 +1%
5 6
7
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