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iShares S&P 500 Growth ETF
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Overview Fund Activity

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M

Top Buyers

1
CM
Churchill Management
California
+$231M
2
Morgan Stanley
Morgan Stanley
New York
+$90.6M
3
Wells Fargo
Wells Fargo
California
+$52.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$49.8M
5
FIG
FundX Investment Group
California
+$49.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$31.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$28.7M
3
SIM
Strategic Investment Management
Virginia
-$27.2M
4
HNB
Huntington National Bank
Ohio
-$26.4M
5
TT
Tiedemann Trust
Delaware
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$1.33M – – –
AT
202
Arden Trust
Delaware
$1.31M -$59.1K -2,120 -4%
ACM
203
Ashford Capital Management
Delaware
$1.3M -$414K -14,828 -24%
HFS
204
HL Financial Services
Kentucky
$1.29M +$315K +11,292 +32%
UBWV
205
United Bank (West Virginia)
West Virginia
$1.28M -$125K -4,476 -9%
PPA
206
Parametric Portfolio Associates
Washington
$1.27M +$1.27M +45,388 New
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.25M -$41.8K -1,500 -3%
SB
208
Suntrust Banks
Georgia
$1.23M +$191K +6,864 +18%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$1.23M +$43.4K +1,556 +4%
CI
210
Conning Inc
Connecticut
$1.2M – – –
PAM
211
PVG Asset Management
Colorado
$1.2M +$1.2M +42,960 New
TNB
212
Thomasville National Bank
Georgia
$1.2M +$25.6K +916 +2%
IP
213
Investment Partners
Ohio
$1.2M +$1.2M +42,848 New
FNBTCON
214
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M +$71.2K +2,552 +6%
CIC
215
Carnegie Investment Counsel
Ohio
$1.15M +$16.9K +600 +1%
ACM
216
Azimuth Capital Management
Michigan
$1.12M +$36.6K +1,312 +3%
DC
217
Davenport & Co
Virginia
$1.1M -$8.37K -300 -0.8%
BAC
218
Boys Arnold & Co
North Carolina
$1.08M +$10.6K +380 +1%
TRCT
219
Tower Research Capital (TRC)
New York
$1.07M -$663K -23,744 -38%
CCFCSB
220
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M +$1.06M +37,820 New
MFS
221
MSI Financial Services
Massachusetts
$1.05M +$282K +10,124 +37%
SAM
222
Sequent Asset Management
Texas
$1.05M -$2.23M -80,000 -68%
PFG
223
Pacific Financial Group
Washington
$1.05M +$22.1K +792 +2%
ICOA
224
Investment Centers of America
North Dakota
$1.04M -$1.63M -58,516 -61%
FHA
225
First Horizon Advisors
Tennessee
$1.01M +$66.8K +2,392 +7%
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