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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$4.87M 40,025 +2,151 +6%
FTS
152
Fifth Third Securities
Ohio
$4.85M 39,798 +2,298 +6%
LFAS
153
Level Four Advisory Services
Texas
$4.83M 39,626 +39,626 New
ABTD
154
Arvest Bank Trust Division
Oklahoma
$4.79M 39,291 -5,963 -13%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$4.78M 39,280 -1,465 -4%
SGCA
156
Steel Grove Capital Advisors
Tennessee
$4.45M 36,555 +149 +0.4%
AIP
157
Ahrens Investment Partners
Louisiana
$4.44M 36,451 +36,451 New
LMIM
158
Lockheed Martin Investment Management
Maryland
$4.25M 34,878 +18,641 +115%
SEIA
159
Signature Estate & Investment Advisors
California
$4.03M 33,121 -3,491 -10%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$4.02M 33,035 +32,911 +26,541%
FBA
161
Front Barnett Associates
Illinois
$3.94M 32,358 +1,793 +6%
IA
162
IFP Advisors
Florida
$3.9M 32,046 +13,009 +68%
William Blair & Company
163
William Blair & Company
Illinois
$3.8M 31,219 +19,496 +166%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3.76M 30,866 +17,732 +135%
UBV
165
United Bank (Virginia)
Virginia
$3.67M 30,157 – –
B
166
Bailard
California
$3.66M 30,034 +2,723 +10%
PC
167
Premise Capital
Illinois
$3.65M 29,926 +1,625 +6%
AWM
168
Affinity Wealth Management
Delaware
$3.57M 29,293 +8,666 +42%
SG Americas Securities
169
SG Americas Securities
New York
$3.54M 29,074 +7,489 +35%
PP
170
Prudential plc
United Kingdom
$3.5M 28,700 +28,700 New
WP
171
WealthSource Partners
California
$3.49M 28,617 +8,730 +44%
Creative Planning
172
Creative Planning
Kansas
$3.39M 27,861 +4,403 +19%
FNBT
173
FineMark National Bank & Trust
Florida
$3.34M 27,418 +4,508 +20%
CAI
174
Capital Advisors Inc
Oklahoma
$3.32M 27,251 +27,251 New
CAL
175
Capital Advisors Ltd
Ohio
$3.29M 27,041 +5,346 +25%
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