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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
State Street
2
State Street
Massachusetts
$72.8M
3
FA
3
FCG Advisors
New Jersey
$35.9M
4
SIM
4
Scottrade Investment Management
Missouri
$159M
5
VanEck Associates
5
VanEck Associates
New York
$25.1M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
5
UBS Group
Switzerland
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
201
Dumont & Blake Investment Advisors
New Jersey
$1.99M -$27.2K -940 -1%
CF
202
Corrigan Financial
Rhode Island
$1.96M -$42K -1,448 -2%
FHA
203
First Horizon Advisors
Tennessee
$1.96M +$1.02M +35,272 +108%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$1.93M -$99.1K -3,420 -5%
WP
205
WealthSource Partners
California
$1.86M +$1.86M +64,092 New
PSUF
206
People's United Financial
Connecticut
$1.83M -$21.4K -740 -1%
VFA
207
Voya Financial Advisors
Connecticut
$1.81M +$267K +9,184 +17%
CCMG
208
Clark Capital Management Group
Pennsylvania
$1.81M -$51.6M -1,782,212 -97%
AA
209
Alesco Advisors
New York
$1.79M – – –
BDF
210
Balasa Dinverno & Foltz
$1.79M – – –
EWM
211
Evercore Wealth Management
New York
$1.75M +$46.4K +1,600 +3%
HFS
212
HL Financial Services
Kentucky
$1.74M +$207K +7,144 +13%
AIM
213
Advantage Investment Management
Iowa
$1.74M -$877K -30,264 -34%
First Trust Advisors
214
First Trust Advisors
Illinois
$1.72M -$235K -8,100 -12%
SPWA
215
SteelBridge Private Wealth Advisors
Florida
$1.72M +$1.72M +59,200 New
TFF
216
The Family Firm
Maryland
$1.7M +$2.55K +88 +0.2%
MIAN
217
Mariner Independent Advisor Network
Kansas
$1.69M +$1.69M +58,252 New
IA
218
IndexIQ Advisors
New York
$1.63M -$4.43M -152,884 -73%
DC
219
Davenport & Co
Virginia
$1.62M +$362K +12,504 +29%
NCM
220
Novare Capital Management
North Carolina
$1.61M +$432K +14,900 +37%
HS
221
Horan Securities
United States
$1.54M +$1.54M +53,072 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$1.54M -$99K -3,416 -6%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$1.5M +$74.7K +2,580 +5%
CRC
224
Curi RMB Capital
Illinois
$1.5M -$36.7K -1,268 -2%
SFG
225
SNS Financial Group
Minnesota
$1.47M -$52.4K -1,808 -3%
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