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iShares S&P 500 Growth ETF
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Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
DY
201
Dowling & Yahnke
California
$516K 5,774 +1,057 +22%
GLRA
202
Gerald L. Ray & Associates
Texas
$508K 5,685 -298 -5%
DSC
203
Duncker Streett & Co
Missouri
$497K 5,558 +9 +0.2%
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$494K 5,529 +475 +9%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$491K 5,500 -26,053 -83%
FCI
206
Financial Counselors Inc
Kansas
$490K 5,485 +401 +8%
SGCA
207
Steel Grove Capital Advisors
Tennessee
$488K 5,458 +276 +5%
VWM
208
Valley Wealth Managers
New Jersey
$487K 5,447 +525 +11%
SWA
209
SFMG Wealth Advisors
Texas
$485K 5,429 +1 +0%
SS
210
SG Select
Florida
$479K 5,357 -135 -2%
JWBC
211
J.W. Burns & Co
New York
$479K 5,365 -45 -0.8%
SIC
212
Sigma Investment Counselors
Michigan
$476K 5,322 – –
JIC
213
Johnson Investment Counsel
Ohio
$467K 5,235 – –
BOK
214
Bank of Kentucky
Kentucky
$465K 5,207 -300 -5%
CIC
215
Carnegie Investment Counsel
Ohio
$454K 5,076 -55 -1%
DIS
216
Diversified Investment Strategies
Louisiana
$438K 4,900 -1,135 -19%
ICAS
217
Investors Capital Advisory Services
Massachusetts
$431K 4,832 -283 -6%
PGA
218
Portland Global Advisors
Maine
$416K 4,651 – –
Jane Street
219
Jane Street
New York
$414K 4,628 +4,628 New
CB
220
Commerce Bank
Missouri
$412K 4,617 – –
NAM
221
North American Management
Massachusetts
$411K 4,600 – –
BAM
222
Berkshire Asset Management
Pennsylvania
$406K 4,541 – –
GIM
223
Goelzer Investment Management
Indiana
$391K 4,375 -4,375 -50%
CWM
224
Concert Wealth Management
California
$383K 4,255 +274 +7%
OCG
225
Opus Capital Group
Ohio
$374K 4,185 +4,185 New
7 8
9
10 11