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iShares S&P 500 Growth ETF
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Overview Fund Activity

409 hedge funds and large institutions have $7.49B invested in iShares S&P 500 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+8
Holders Change %
+2%
% of All Funds
10.91%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
42
Increased
158
Reduced
136
Closed
28
Calls
$3.46M
Puts
$1.27M
Net Calls
+$2.2M
Net Calls Change
+$1.16M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$50M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$193M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$37.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$68.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$68.5M
2
CM
2
Churchill Management
California
$174M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.05M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$25.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$1.7M 14,897 +1,138 +8%
TFF
202
The Family Firm
Maryland
$1.65M 14,513 +45 +0.3%
1GA
203
1st Global Advisors
Texas
$1.65M 14,474 -268 -2%
AMG
204
Asset Management Group
Connecticut
$1.64M 14,370 +56 +0.4%
CCFCSB
205
Cape Cod Five Cents Savings Bank
Massachusetts
$1.63M 14,310 +4,855 +51%
SFG
206
SNS Financial Group
Minnesota
$1.59M 13,924 +702 +5%
BHWM
207
Bar Harbor Wealth Management
New Hampshire
$1.54M 13,511 -137 -1%
CRC
208
Curi RMB Capital
Illinois
$1.53M 13,429 – –
AIS
209
American Investment Services
Massachusetts
$1.53M 13,391 -193 -1%
SWA
210
SFMG Wealth Advisors
Texas
$1.53M 13,383 +7,924 +145%
PWAP
211
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.47M 12,874 -392 -3%
FHC
212
First Heartland Consultants
Missouri
$1.43M 12,578 -16,694 -57%
SB
213
Suntrust Banks
Georgia
$1.37M 12,052 +990 +9%
FNBT
214
FineMark National Bank & Trust
Florida
$1.37M 11,976 -158 -1%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$1.36M 11,913 – –
CIC
216
Carnegie Investment Counsel
Ohio
$1.36M 11,763 +1,523 +15%
HFS
217
HL Financial Services
Kentucky
$1.34M 11,773 +202 +2%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$1.27M 11,126 -86 -0.8%
PMG
219
ProVise Management Group
Florida
$1.27M 11,122 -2,020 -15%
RJT
220
Raymond James Trust
Florida
$1.26M 11,083 -12,754 -54%
FHA
221
First Horizon Advisors
Tennessee
$1.26M 11,073 +2,035 +23%
CI
222
Conning Inc
Connecticut
$1.23M 10,759 – –
IP
223
Investment Partners
Ohio
$1.22M 10,714 +2 +0%
PAM
224
PVG Asset Management
Colorado
$1.21M 10,580 -160 -1%
FNBTCON
225
First National Bank & Trust Co of Newtown
Pennsylvania
$1.2M 10,558 -4 -0%
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9
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