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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
State Street
2
State Street
Massachusetts
$72.8M
3
FA
3
FCG Advisors
New Jersey
$35.9M
4
SIM
4
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
5
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
5
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
151
Fifth Third Securities
Ohio
$3.95M +$3.95M +136,456 New
SRSA
152
S.R. Schill & Associates
Washington
$3.95M +$437K +15,096 +12%
BA
153
BKS Advisors
Michigan
$3.94M -$13.6K -468 -0.3%
PAA
154
Peregrine Asset Advisers
Oregon
$3.51M – – –
UBV
155
United Bank (Virginia)
Virginia
$3.5M – – –
FBA
156
Front Barnett Associates
Illinois
$3.49M +$18K +620 +0.5%
JFA
157
Johanson Financial Advisors
California
$3.42M +$12K +416 +0.4%
BCM
158
Brookstone Capital Management
Illinois
$3.4M +$3.4M +117,484 New
Truist Financial
159
Truist Financial
North Carolina
$3.32M -$3.16M -109,036 -49%
CC
160
Cadinha & Co
Hawaii
$3.32M -$68.6K -2,368 -2%
DPI
161
Diversified Portfolios Inc
Michigan
$3.03M -$6.61K -228 -0.2%
HC
162
HHG & Company
Connecticut
$2.96M -$70.3K -2,428 -2%
WP
163
WMS Partners
Maryland
$2.88M -$30.6K -1,056 -1%
NFG
164
Noven Financial Group
Colorado
$2.87M +$108K +3,740 +4%
MCM
165
Manchester Capital Management
Vermont
$2.83M +$6.95K +240 +0.2%
NAM
166
NTV Asset Management
West Virginia
$2.81M -$46.4K -1,600 -2%
SGCA
167
Steel Grove Capital Advisors
Tennessee
$2.79M -$51K -1,760 -2%
OC
168
Oppenheimer & Co
New York
$2.76M +$321K +11,084 +13%
PP
169
Palladium Partners
Virginia
$2.7M -$125K -4,320 -4%
AWM
170
Affinity Wealth Management
Delaware
$2.64M +$959K +33,112 +57%
AIA
171
Allegis Investment Advisors
Idaho
$2.56M +$534K +18,424 +26%
GWM
172
Geneos Wealth Management
Colorado
$2.56M +$2.56M +87,516 New
AB
173
Atlas Brown
Kentucky
$2.5M -$16.9K -584 -0.7%
CAN
174
Cetera Advisor Networks
California
$2.5M +$193K +6,648 +8%
SNT
175
Security National Trust
West Virginia
$2.49M +$141K +4,860 +6%
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