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iShares S&P 500 Growth ETF
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Overview Fund Activity

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M

Top Buyers

1
CM
Churchill Management
California
$231M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
Wells Fargo
Wells Fargo
California
$612M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M
5
FIG
FundX Investment Group
California
$49.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$50.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.6M
3
SIM
Strategic Investment Management
Virginia
$0
4
HNB
Huntington National Bank
Ohio
$25.2M
5
TT
Tiedemann Trust
Delaware
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
FDx Advisors
Illinois
$2.93M +$1.23M +43,936 +72%
ASN
152
Advisory Services Network
Georgia
$2.92M +$214K +7,728 +8%
HC
153
HHG & Company
Connecticut
$2.84M +$434K +15,560 +18%
AA
154
Alesco Advisors
New York
$2.82M -$205K -7,360 -7%
OC
155
Oppenheimer & Co
New York
$2.78M +$142K +5,104 +5%
VanEck Associates
156
VanEck Associates
New York
$2.71M +$2.71M +97,156 New
RJT
157
Raymond James Trust
Florida
$2.66M +$1.34M +48,188 +102%
MCM
158
Manchester Capital Management
Vermont
$2.56M +$175K +6,272 +7%
FBA
159
Front Barnett Associates
Illinois
$2.56M +$157K +5,640 +7%
CMP
160
Courage Miller Partners
Virginia
$2.53M -$2.47M -88,508 -49%
EB
161
Eastern Bank
Massachusetts
$2.5M +$183K +6,568 +8%
TA
162
Tiedemann Advisors
New York
$2.42M – – –
STMM
163
South Texas Money Management
Texas
$2.32M -$87.8K -3,148 -4%
AB
164
Atlas Brown
Kentucky
$2.3M +$189K +6,760 +9%
SRSA
165
S.R. Schill & Associates
Washington
$2.18M +$2.18M +78,120 New
GT
166
Greenleaf Trust
Michigan
$2.18M -$21.2K -760 -1%
SS
167
Sunbelt Securities
Texas
$2.17M +$2.17M +77,756 New
HPC
168
HM Payson & Co
Maine
$2.16M -$176K -6,300 -8%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$2.14M -$89.7K -3,216 -4%
SIAM
170
Sterling Investment Advisors (Missouri)
Missouri
$2.13M +$2.13M +76,444 New
First Trust Advisors
171
First Trust Advisors
Illinois
$2.11M -$216K -7,728 -9%
VKH
172
Virtu KCG Holdings
New York
$2.07M +$2.07M +74,080 New
RCAG
173
Rehmann Capital Advisory Group
Michigan
$2.07M -$27.1K -972 -1%
IF
174
Ironwood Financial
Arizona
$2.03M +$2.03M +72,868 New
AP
175
Advisors Preferred
Maryland
$2M +$1.27M +45,636 +175%
5 6
7
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