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iShares S&P 500 Growth ETF
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Overview Fund Activity

279 hedge funds and large institutions have $4.18B invested in iShares S&P 500 Growth ETF in 2013 Q2 according to their latest regulatory filings, with 279 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
279
Holders Change
+279
Holders Change %
–
% of All Funds
9.11%
Holding in Top 10
29
Holding in Top 10 Change
+29
Holding in Top 10 Change %
%
% of All Funds
0.95%
New
279
Increased
–
Reduced
–
Closed
–
Calls
$2.12M
Puts
$1.8M
Net Calls
+$319K
Net Calls Change
+$319K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Wells Fargo
2
Wells Fargo
California
$348M
3
VA
3
Valmark Advisers
Ohio
$289M
4
Bank of America
4
Bank of America
North Carolina
$282M
5
WT
5
Wilmington Trust
Delaware
$229M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$820M 9,760,979 +9,760,979 New
Wells Fargo
2
Wells Fargo
California
$348M 4,138,402 +4,138,402 New
VA
3
Valmark Advisers
Ohio
$289M 3,445,965 +3,445,965 New
Bank of America
4
Bank of America
North Carolina
$282M 3,354,634 +3,354,634 New
WT
5
Wilmington Trust
Delaware
$229M 2,729,545 +2,729,545 New
JA
6
JOYN Advisors
Georgia
– – – –
U
7
UBS
Switzerland
$153M 1,824,088 +1,824,088 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$150M 1,782,006 +1,782,006 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$103M 1,228,045 +1,228,045 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$79M 940,413 +940,413 New
WTNA
11
Wilmington Trust National Association
Delaware
$76.6M 911,407 +911,407 New
WTIM
12
Wilmington Trust Investment Management
Delaware
$72.4M 861,215 +861,215 New
TT
13
Tiedemann Trust
Delaware
$67.2M 800,565 +800,565 New
UCFA
14
United Capital Financial Advisors
Texas
$61.9M 736,280 +736,280 New
LPL Financial
15
LPL Financial
California
$59.1M 703,577 +703,577 New
FHB
16
First Hawaiian Bank
Hawaii
$45.5M 541,610 +541,610 New
SNC
17
Stifel Nicolaus & Co
Missouri
$37.9M 451,547 +451,547 New
KeyBank National Association
18
KeyBank National Association
Ohio
$37.6M 447,760 +447,760 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$36.8M 438,091 +438,091 New
Axa
20
Axa
France
$34.5M 410,298 +410,298 New
HB
21
Homrich & Berg
Georgia
$34M 402,808 +402,808 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.2M 395,416 +395,416 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$31.8M 379,038 +379,038 New
SMA
24
Simply Money Advisors
Ohio
$31.6M 375,958 +375,958 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$30.9M 367,810 +367,810 New
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