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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 %
MCM
176
MAI Capital Management
Ohio
$2.47M +$272K +9,400 +12%
GT
177
Glenmede Trust
Pennsylvania
$2.42M – – –
FMP
178
Financial Management Professionals
Texas
$2.42M -$43.7K -1,508 -2%
EK
179
Evensky & Katz
Florida
$2.41M -$173K -5,988 -7%
CMP
180
Courage Miller Partners
Virginia
$2.39M -$174K -6,004 -7%
Creative Planning
181
Creative Planning
Kansas
$2.37M -$540K -18,644 -19%
PAM
182
PVG Asset Management
Colorado
$2.36M -$35.9K -1,240 -1%
EB
183
Eastern Bank
Massachusetts
$2.33M +$70.3K +2,428 +3%
PCM
184
Perritt Capital Management
Illinois
$2.31M +$194K +6,700 +9%
SS
185
Sunbelt Securities
Texas
$2.3M -$39.4K -1,360 -2%
SIA
186
Starfire Investment Advisers
Michigan
$2.28M +$313K +10,800 +16%
CA
187
Cetera Advisors
Colorado
$2.25M -$746K -25,748 -25%
STMM
188
South Texas Money Management
Texas
$2.18M -$9.62K -332 -0.4%
Invesco
189
Invesco
Georgia
$2.18M -$178K -6,144 -8%
CAL
190
Capital Advisors Ltd
Ohio
$2.18M +$621K +21,424 +40%
TNB
191
Thomasville National Bank
Georgia
$2.14M +$996K +34,384 +87%
SB
192
Suntrust Banks
Georgia
$2.11M +$199K +6,872 +10%
CCM
193
Colorado Capital Management
Colorado
$2.1M – – –
FNBT
194
FineMark National Bank & Trust
Florida
$2.1M -$160K -5,540 -7%
CWM
195
Calamos Wealth Management
Illinois
$2.09M -$4.94M -170,636 -70%
AIM
196
Allen Investment Management
New York
$2.09M +$2.09M +72,144 New
TCT
197
TIAA CREF Trust
Missouri
$2.08M +$60.8K +2,100 +3%
AMG
198
Asset Management Group
Connecticut
$2.08M +$429K +14,792 +26%
IF
199
Ironwood Financial
Arizona
$2.02M +$2.02M +69,800 New
ASN
200
Advisory Services Network
Georgia
$2.02M +$1.47M +50,616 +267%
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