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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$227M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
3
Goldman Sachs
New York
$130M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
5
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
WealthSource Partners
California
$4.18M +$88.1K +2,576 +2%
SNT
177
Security National Trust
West Virginia
$4.13M +$70.5K +2,060 +2%
UBV
178
United Bank (Virginia)
Virginia
$4.13M – – –
GWM
179
Geneos Wealth Management
Colorado
$4.1M +$3.42K +100 +0.1%
Invesco
180
Invesco
Georgia
$3.89M +$563K +16,456 +17%
CAL
181
Capital Advisors Ltd
Ohio
$3.85M +$95.8K +2,800 +3%
FNBT
182
FineMark National Bank & Trust
Florida
$3.79M +$16K +468 +0.4%
ASN
183
Advisory Services Network
Georgia
$3.76M -$323K -9,440 -8%
CAN
184
Cetera Advisor Networks
California
$3.76M +$510K +14,892 +16%
B
185
Bailard
California
$3.72M -$196K -5,724 -5%
CCP
186
Corient Capital Partners
California
$3.65M +$89.4K +2,612 +3%
SRSA
187
S.R. Schill & Associates
Washington
$3.6M -$40.8K -1,192 -1%
GLRA
188
Gerald L. Ray & Associates
Texas
$3.52M +$53.4K +1,560 +2%
CAL
189
Capital Analysts LLC
Pennsylvania
$3.46M -$183K -5,336 -5%
William Blair & Company
190
William Blair & Company
Illinois
$3.38M -$224K -6,536 -6%
OC
191
Oppenheimer & Co
New York
$3.36M +$411 +12 +0%
FHA
192
First Horizon Advisors
Tennessee
$3.33M -$56.3K -1,640 -2%
SS
193
Sunbelt Securities
Texas
$3.33M +$24K +700 +0.7%
CA
194
Cetera Advisors
Colorado
$3.31M +$479K +14,004 +17%
NAM
195
NTV Asset Management
West Virginia
$3.28M – – –
FMW
196
Farr Miller & Washington
District of Columbia
$3.2M +$269K +7,876 +9%
CC
197
Cadinha & Co
Hawaii
$3.1M -$3.42K -100 -0.1%
TF
198
TIAA FSB
Florida
$3.08M +$3.08M +89,968 New
SF
199
Synovus Financial
Georgia
$2.99M +$2.99M +86,992 New
PP
200
Palladium Partners
Virginia
$2.95M -$16.4K -480 -0.6%
6 7
8
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