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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
176
Kalos Management
Georgia
$4.94M +$4.94M +137,748 New
JFA
177
Johanson Financial Advisors
California
$4.76M +$143 +4 +0%
SEIA
178
Signature Estate & Investment Advisors
California
$4.58M +$67.1K +1,872 +1%
PBO
179
Peoples Bank (Ohio)
Ohio
$4.57M -$216K -6,012 -5%
LA
180
Leonetti & Associates
Illinois
$4.52M -$72.3K -2,016 -2%
CAL
181
Capital Advisors Ltd
Ohio
$4.46M +$427K +11,908 +11%
UBV
182
United Bank (Virginia)
Virginia
$4.33M – – –
BRWA
183
B. Riley Wealth Advisors
Florida
$4.26M +$1.83M +50,944 +75%
PCMC
184
Paragon Capital Management (Colorado)
Colorado
$4.2M +$4.2M +117,248 New
PP
185
Prudential plc
United Kingdom
$4.17M +$1.56M +43,600 +60%
SNT
186
Security National Trust
West Virginia
$4.16M -$170K -4,740 -4%
Invesco
187
Invesco
Georgia
$4.15M +$73.4K +2,048 +2%
CBU
188
CIBC Bank USA
Illinois
$4.03M -$1.8M -50,308 -31%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$3.94M +$2.07M +57,752 +111%
TF
190
TIAA FSB
Florida
$3.88M +$650K +18,140 +20%
CAN
191
Cetera Advisor Networks
California
$3.85M -$89.5K -2,496 -2%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$3.83M +$3.83M +106,892 New
B
193
Bailard
California
$3.82M -$72.9K -2,032 -2%
FNBT
194
FineMark National Bank & Trust
Florida
$3.79M -$190K -5,308 -5%
CS
195
Credit Suisse
Switzerland
$3.71M -$6.46M -180,104 -64%
CAL
196
Capital Analysts LLC
Pennsylvania
$3.63M – – –
CA
197
Cetera Advisors
Colorado
$3.62M +$162K +4,520 +5%
BFG
198
Barber Financial Group
Kansas
$3.59M +$3.59M +100,040 New
SS
199
Sunbelt Securities
Texas
$3.58M +$93.8K +2,616 +3%
GLRA
200
Gerald L. Ray & Associates
Texas
$3.58M -$110K -3,060 -3%
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