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iShares S&P 500 Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

220.18% more ownership

Funds ownership: 0%220.18% (+220%)

18% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $1.8M

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$820M +$828M +39,043,916 New
Wells Fargo
2
Wells Fargo
California
$348M +$351M +16,553,608 New
VA
3
Valmark Advisers
Ohio
$289M +$292M +13,783,860 New
Bank of America
4
Bank of America
North Carolina
$282M +$284M +13,418,536 New
WT
5
Wilmington Trust
Delaware
$229M +$231M +10,918,180 New
JA
6
JOYN Advisors
Georgia
$187M
U
7
UBS
Switzerland
$153M +$155M +7,296,352 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$150M +$151M +7,128,024 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$103M +$104M +4,912,180 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$79M +$79.7M +3,761,652 New
WTNA
11
Wilmington Trust National Association
Delaware
$76.6M +$77.3M +3,645,628 New
WTIM
12
Wilmington Trust Investment Management
Delaware
$72.4M +$73M +3,444,860 New
TT
13
Tiedemann Trust
Delaware
$67.2M +$67.9M +3,202,260 New
UCFA
14
United Capital Financial Advisors
Texas
$61.9M +$62.4M +2,945,120 New
LPL Financial
15
LPL Financial
California
$59.1M +$59.7M +2,814,308 New
FHB
16
First Hawaiian Bank
Hawaii
$45.5M +$45.9M +2,166,440 New
SNC
17
Stifel Nicolaus & Co
Missouri
$37.9M +$38.3M +1,806,188 New
KeyBank National Association
18
KeyBank National Association
Ohio
$37.6M +$38M +1,791,040 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$36.8M +$37.1M +1,752,364 New
Axa
20
Axa
France
$34.5M +$34.8M +1,641,192 New
HB
21
Homrich & Berg
Georgia
$34M +$34.2M +1,611,232 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.2M +$33.5M +1,581,664 New
JP Morgan Chase
23
JP Morgan Chase
New York
$31.8M +$32.1M +1,516,152 New
SMA
24
Simply Money Advisors
Ohio
$31.6M +$31.9M +1,503,832 New
JMPWA
25
JP Morgan Private Wealth Advisors
California
$30.9M +$31.2M +1,471,240 New