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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AMG
201
Asset Management Group
Connecticut
$1.97M 16,881 -1,065 -6%
ASN
202
Advisory Services Network
Georgia
$1.95M 16,756 -646 -4%
CF
203
Corrigan Financial
Rhode Island
$1.9M 16,278 -676 -4%
TFCP
204
Twin Focus Capital Partners
Massachusetts
$1.88M 16,163 +5,470 +51%
IF
205
Ironwood Financial
Arizona
$1.87M 16,036 -1,414 -8%
SFA
206
Sequoia Financial Advisors
Ohio
$1.86M 15,979 +9,772 +157%
PSUF
207
People's United Financial
Connecticut
$1.84M 15,775 – –
LPL Financial
208
LPL Financial
California
$1.84M 15,652 -2,439,725 -99%
FPFS
209
First Personal Financial Services
North Carolina
$1.84M 15,740 +7,260 +86%
TFF
210
The Family Firm
Maryland
$1.83M 15,717 +1,056 +7%
LWA
211
Lebenthal Wealth Advisors
New York
$1.83M 15,683 +15,683 New
LH
212
Lebenthal Holdings
New York
$1.83M 15,683 +15,683 New
BDF
213
Balasa Dinverno & Foltz
$1.8M 15,410 – –
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.79M 15,368 -1,294 -8%
EWM
215
Evercore Wealth Management
New York
$1.76M 15,100 – –
AA
216
Alesco Advisors
New York
$1.73M 14,822 -600 -4%
LMIM
217
Lockheed Martin Investment Management
Maryland
$1.68M 14,446 +14,446 New
Two Sigma Investments
218
Two Sigma Investments
New York
$1.66M 14,274 +3,331 +30%
HFS
219
HL Financial Services
Kentucky
$1.66M 14,243 -789 -5%
FIM
220
Freedom Investment Management
Connecticut
$1.62M 13,898 +1,531 +12%
RJT
221
Raymond James Trust
Florida
$1.6M 13,710 +2,470 +22%
DC
222
Davenport & Co
Virginia
$1.59M 13,672 -271 -2%
FMW
223
Farr Miller & Washington
District of Columbia
$1.55M 13,263 +2,198 +20%
CRC
224
Curi RMB Capital
Illinois
$1.51M 12,938 – –
BFEC
225
Benjamin F. Edwards & Company
Missouri
$1.51M 12,924 -378 -3%
7 8
9
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