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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$227M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
3
Goldman Sachs
New York
$130M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
5
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
201
Allegis Investment Advisors
Idaho
$2.94M +$2.94M +85,856 New
UBG
202
United Bank (Georgia)
Georgia
$2.91M -$307K -8,968 -10%
RWMH
203
Riverpoint Wealth Management Holdings
Illinois
$2.9M +$2.9M +84,244 New
TNB
204
Thomasville National Bank
Georgia
$2.88M -$68.4K -2,000 -2%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$2.82M +$262K +7,664 +10%
WP
206
WMS Partners
Maryland
$2.8M -$236K -6,892 -8%
GT
207
Glenmede Trust
Pennsylvania
$2.8M – – –
SIA
208
Starfire Investment Advisers
Michigan
$2.8M – – –
TAIM
209
TD Ameritrade Investment Management
Nebraska
$2.8M -$3.44M -100,552 -55%
AllianceBernstein
210
AllianceBernstein
Tennessee
$2.72M +$326K +9,528 +14%
CFD
211
Creative Financial Designs
Indiana
$2.65M -$15K -440 -0.6%
SQA
212
Simon Quick Advisors
New Jersey
$2.61M -$5.96M -174,248 -70%
AB
213
Atlas Brown
Kentucky
$2.59M -$65K -1,900 -2%
Bessemer Group
214
Bessemer Group
New Jersey
$2.56M +$2.53M +73,860 +7,662%
NFG
215
Noven Financial Group
Colorado
$2.52M +$2.52M +73,740 New
LF
216
Lee Financial
Texas
$2.52M -$133K -3,888 -5%
PP
217
Prudential plc
United Kingdom
$2.49M -$1.44M -42,000 -37%
First Trust Advisors
218
First Trust Advisors
Illinois
$2.48M +$1.37K +40 +0.1%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$2.46M -$31.1K -908 -1%
EB
220
Eastern Bank
Massachusetts
$2.45M -$137 -4 -0%
DBIA
221
Dumont & Blake Investment Advisors
New Jersey
$2.4M +$27.4K +800 +1%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$2.34M +$1.29M +37,840 +124%
SBWM
223
Sunflower Bank Wealth Management
Arizona
$2.34M +$2.06M +60,196 +743%
BRWA
224
B. Riley Wealth Advisors
Florida
$2.32M +$650K +18,984 +39%
CCM
225
Colorado Capital Management
Colorado
$2.32M -$62.2K -1,820 -3%
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