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iShares S&P 500 Growth ETF
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Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
201
Mather Group
Illinois
$688K 6,969 +6,969 New
SHGA
202
Sand Hill Global Advisors
California
$669K 6,771 – –
SFA
203
Sequoia Financial Advisors
Ohio
$666K 6,740 +6,740 New
FA
204
FCG Advisors
New Jersey
$649K 6,576 +327 +5%
IB
205
Intrust Bank
Kansas
$644K 6,520 – –
BJL
206
Brighton Jones LLC
Washington
$622K 6,294 -206 -3%
JIC
207
Johnson Investment Counsel
Ohio
$603K 6,107 +872 +17%
Franklin Resources
208
Franklin Resources
California
$596K 6,038 – –
AI
209
Accredited Investors
Minnesota
$590K 5,972 -123 -2%
JFG
210
JMG Financial Group
Illinois
$572K 5,793 – –
DY
211
Dowling & Yahnke
California
$570K 5,774 – –
SWA
212
SFMG Wealth Advisors
Texas
$569K 5,757 +328 +6%
GLRA
213
Gerald L. Ray & Associates
Texas
$561K 5,685 – –
LWM
214
Lyons Wealth Management
Florida
$555K 6,059 +6,059 New
DSC
215
Duncker Streett & Co
Missouri
$551K 5,579 +21 +0.4%
VWM
216
Valley Wealth Managers
New Jersey
$539K 5,461 +14 +0.3%
JWBC
217
J.W. Burns & Co
New York
$530K 5,365 – –
PFS
218
Prospera Financial Services
Texas
$530K 5,367 +5,367 New
SS
219
SG Select
Florida
$528K 5,342 -15 -0.3%
FCI
220
Financial Counselors Inc
Kansas
$512K 5,185 -300 -5%
HCMNY
221
Howard Capital Management (New York)
New York
$510K 5,162 +5,162 New
CB
222
Commerce Bank
Missouri
$503K 5,089 +472 +10%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$500K 5,066 -1,052 -17%
CIC
224
Carnegie Investment Counsel
Ohio
$500K 5,060 -16 -0.3%
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$499K 5,054 -475 -9%
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9
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