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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
DBIA
201
Dumont & Blake Investment Advisors
New Jersey
$2.08M 17,087 -370 -2%
CWM
202
Calamos Wealth Management
Illinois
$2.06M 16,955 -4,816 -22%
AMG
203
Asset Management Group
Connecticut
$2.01M 16,479 -402 -2%
KM
204
Kalos Management
Georgia
$1.99M 16,383 -2,811 -15%
FIM
205
Freedom Investment Management
Connecticut
$1.99M 16,318 +2,420 +17%
LMIM
206
Lockheed Martin Investment Management
Maryland
$1.98M 16,237 +1,791 +12%
CF
207
Corrigan Financial
Rhode Island
$1.93M 15,849 -429 -3%
BDF
208
Balasa Dinverno & Foltz
$1.91M 15,678 +268 +2%
EK
209
Evensky & Katz
Florida
$1.91M 15,664 -3,061 -16%
HFS
210
HL Financial Services
Kentucky
$1.89M 15,537 +1,294 +9%
LPL Financial
211
LPL Financial
California
$1.89M 15,616 -36 -0.2%
TFF
212
The Family Firm
Maryland
$1.88M 15,409 -308 -2%
PSUF
213
People's United Financial
Connecticut
$1.87M 15,375 -400 -3%
FMW
214
Farr Miller & Washington
District of Columbia
$1.81M 14,887 +1,624 +12%
BTS
215
BB&T Securities
Virginia
$1.8M 14,805 -5,954 -29%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.77M 14,525 +4,124 +40%
AA
217
Alesco Advisors
New York
$1.76M 14,462 -360 -2%
DC
218
Davenport & Co
Virginia
$1.75M 14,405 +733 +5%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.73M 14,221 -1,147 -7%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1.68M 13,791 +867 +7%
IF
221
Ironwood Financial
Arizona
$1.67M 13,726 -2,310 -14%
RJT
222
Raymond James Trust
Florida
$1.66M 13,679 -31 -0.2%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$1.66M 13,651 +7,430 +119%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$1.6M 13,134 +12,074 +1,139%
CRC
225
Curi RMB Capital
Illinois
$1.57M 12,938 – –
7 8
9
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