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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.04B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
11.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.62%
New
27
Increased
166
Reduced
148
Closed
23
Calls
$5.68M
Puts
$1.82M
Net Calls
+$3.86M
Net Calls Change
+$2.76M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$295M
2
HI
2
Horizon Investments
North Carolina
$62.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$92.5M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$52.7M
5
MMA
5
Miracle Mile Advisors
California
$35.8M

Top Sellers

1
CM
1
Churchill Management
California
$77.4M
2
M&T Bank
2
M&T Bank
New York
$498M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$28.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
201
SNS Financial Group
Minnesota
$1.37M 12,734 -1,184 -9%
BHWM
202
Bar Harbor Wealth Management
New Hampshire
$1.37M 12,684 -622 -5%
BAC
203
Boys Arnold & Co
North Carolina
$1.3M 12,079 +50 +0.4%
HPC
204
HM Payson & Co
Maine
$1.29M 11,933 -9,440 -44%
TCT
205
TIAA CREF Trust
Missouri
$1.28M 11,886 +130 +1%
PMG
206
ProVise Management Group
Florida
$1.28M 11,864 +1,095 +10%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.28M 11,840 +1,083 +10%
HFS
208
HL Financial Services
Kentucky
$1.24M 11,521 +1,213 +12%
FIM
209
Freedom Investment Management
Connecticut
$1.21M 13,657 +4,485 +49%
SB
210
Suntrust Banks
Georgia
$1.21M 11,201 -1,723 -13%
TFCP
211
Twin Focus Capital Partners
Massachusetts
$1.19M 11,012 -5,789 -34%
PWAP
212
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.17M 10,817 -724 -6%
CAL
213
Capital Advisors Ltd
Ohio
$1.16M 10,782 +1,884 +21%
CI
214
Conning Inc
Connecticut
$1.16M 10,759 – –
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$1.16M 10,706 -1,407 -12%
CIC
216
Carnegie Investment Counsel
Ohio
$1.15M 9,801 -89 -0.9%
CWM
217
Concert Wealth Management
California
$1.15M 10,651 -3,505 -25%
TNB
218
Thomasville National Bank
Georgia
$1.14M 10,604 +149 +1%
Brown Advisory
219
Brown Advisory
Maryland
$1.1M 10,232 +1,856 +22%
DC
220
Davenport & Co
Virginia
$1.08M 10,017 -233 -2%
FNBTCON
221
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M 9,823 – –
IP
222
Investment Partners
Ohio
$1.04M 9,624 -1,048 -10%
RFS
223
Rockefeller Financial Services
New York
$1.04M 9,635 +9,335 +3,112%
CFS
224
Commonwealth Financial Services
West Virginia
$1.03M 9,574 +9,473 +9,379%
SAM
225
Sequent Asset Management
Texas
$1.01M 9,400 – –
7 8
9
10 11