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iShares S&P 500 Growth ETF
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Overview Fund Activity

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.14%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.6M
2
SAS
2
Sage Advisory Services
Texas
$56.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
VA
4
Valmark Advisers
Ohio
$335M
5
Bank of America
5
Bank of America
North Carolina
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$854M
2
Citigroup
2
Citigroup
New York
$4.45M
3
CS
3
Credit Suisse
Switzerland
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.25M
5
WT
5
Wilmington Trust
Delaware
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$854M 9,552,360 -208,619 -2%
Wells Fargo
2
Wells Fargo
California
$382M 4,272,743 +134,341 +3%
VA
3
Valmark Advisers
Ohio
$335M 3,743,775 +297,810 +9%
Bank of America
4
Bank of America
North Carolina
$321M 3,594,172 +239,538 +7%
WT
5
Wilmington Trust
Delaware
$234M 2,621,886 -107,659 -4%
U
6
UBS
Switzerland
$168M 1,876,135 +52,047 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$167M 1,867,163 +85,157 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$114M 1,275,515 +47,470 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$96.6M 1,081,572 +141,159 +15%
WTIM
10
Wilmington Trust Investment Management
Delaware
$95.6M 1,069,504 +208,289 +24%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$91.6M 1,025,269 +646,231 +170%
WTNA
12
Wilmington Trust National Association
Delaware
$82.4M 921,971 +10,564 +1%
UCFA
13
United Capital Financial Advisors
Texas
$70.8M 792,463 +56,183 +8%
TT
14
Tiedemann Trust
Delaware
$68.8M 807,912 +7,347 +0.9%
LPL Financial
15
LPL Financial
California
$64.6M 711,919 +8,342 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$60.7M 678,832 +430,871 +174%
SAS
17
Sage Advisory Services
Texas
$56.6M 633,226 +633,226 New
SNC
18
Stifel Nicolaus & Co
Missouri
$52.3M 585,007 +133,460 +30%
FHB
19
First Hawaiian Bank
Hawaii
$51M 570,205 +28,595 +5%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$39.7M 444,089 +76,279 +21%
HB
21
Homrich & Berg
Georgia
$39M 436,190 +33,382 +8%
SMA
22
Simply Money Advisors
Ohio
$37.8M 423,153 +47,195 +13%
KeyBank National Association
23
KeyBank National Association
Ohio
$37.6M 420,863 -26,897 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$36.4M 406,831 +11,415 +3%
Axa
25
Axa
France
$33.9M 379,498 -30,800 -8%
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