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iShares S&P 500 Growth ETF
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Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
323
Holders Change
+34
Holders Change %
+11.76%
% of All Funds
9.38%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
51
Increased
121
Reduced
102
Closed
13
Calls
$563K
Puts
$612K
Net Calls
-$49K
Net Calls Change
+$7.21M

Top Buyers

1
SMA
1
Simply Money Advisors
Ohio
$76.9M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
SIM
3
Strategic Investment Management
Virginia
$25.5M
4
Wells Fargo
4
Wells Fargo
California
$447M
5
WTIM
5
Wilmington Trust Investment Management
Delaware
$128M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$277K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.26K
4
Deutsche Bank
4
Deutsche Bank
Germany
$6.43M
5
WT
5
Wilmington Trust
Delaware
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$949M 9,614,347 +61,987 +0.6%
Wells Fargo
2
Wells Fargo
California
$447M 4,528,816 +256,073 +6%
VA
3
Valmark Advisers
Ohio
$388M 3,929,122 +185,347 +5%
Bank of America
4
Bank of America
North Carolina
$357M 3,613,327 +19,155 +0.5%
WT
5
Wilmington Trust
Delaware
$253M 2,557,660 -64,226 -2%
U
6
UBS
Switzerland
$192M 1,940,361 +64,226 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$189M 1,914,190 +47,027 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$130M 1,319,582 +44,067 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$129M 1,306,125 +224,553 +21%
WTIM
10
Wilmington Trust Investment Management
Delaware
$128M 1,296,549 +227,045 +21%
WTNA
11
Wilmington Trust National Association
Delaware
$87.5M 885,611 -36,360 -4%
TT
12
Tiedemann Trust
Delaware
$84.8M 858,518 +50,606 +6%
SMA
13
Simply Money Advisors
Ohio
$76.9M 779,161 +356,008 +84%
LPL Financial
14
LPL Financial
California
$75.6M 765,705 +53,786 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$66.3M 670,908 -7,924 -1%
SAS
16
Sage Advisory Services
Texas
$61.1M 618,296 -14,930 -2%
FHB
17
First Hawaiian Bank
Hawaii
$60.6M 613,557 +43,352 +8%
Axa
18
Axa
France
$54.2M 548,598 +169,100 +45%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$49.3M 498,926 +54,837 +12%
HB
20
Homrich & Berg
Georgia
$44M 445,949 +9,759 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.8M 412,777 +5,946 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$37.8M 382,439 -38,424 -9%
US Bancorp
23
US Bancorp
Minnesota
$34.7M 351,688 +31,865 +10%
CCMG
24
Clark Capital Management Group
Pennsylvania
$34.2M 346,393 +297,129 +603%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$34.2M 345,838 -7,192 -2%
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