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iShares S&P 500 Growth ETF

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$975M 9,768,934 +154,587 +2%
Wells Fargo
2
Wells Fargo
California
$469M 4,698,737 +169,921 +4%
VA
3
Valmark Advisers
Ohio
$413M 4,140,992 +211,870 +5%
Bank of America
4
Bank of America
North Carolina
$363M 3,634,938 +21,611 +0.6%
WT
5
Wilmington Trust
Delaware
$283M 2,831,927 +274,267 +11%
U
6
UBS
Switzerland
$199M 1,996,622 +56,261 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$199M 1,993,407 +79,217 +4%
LPL Financial
8
LPL Financial
California
$164M 1,645,034 +879,329 +115%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$158M 1,578,055 +271,930 +21%
SAS
10
Sage Advisory Services
Texas
$145M 1,450,311 +832,015 +135%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$135M 1,355,906 +36,324 +3%
WTIM
12
Wilmington Trust Investment Management
Delaware
$131M 1,317,762 +21,213 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$120M 1,200,981 +530,073 +79%
WTNA
14
Wilmington Trust National Association
Delaware
$99.7M 998,333 +112,722 +13%
SMA
15
Simply Money Advisors
Ohio
$93.4M 935,899 +156,738 +20%
UCFA
16
United Capital Financial Advisors
Texas
$87.1M 872,196 +869,388 +30,961%
QA
17
Quantitative Advantage
Minnesota
$64.2M 642,654 +642,654 New
FHB
18
First Hawaiian Bank
Hawaii
$62.7M 627,875 +14,318 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.1M 561,916 +149,139 +36%
Axa
20
Axa
France
$54.8M 548,598
Stifel Financial
21
Stifel Financial
Missouri
$52.1M 521,394 +521,394 New
HB
22
Homrich & Berg
Georgia
$47.1M 471,843 +25,894 +6%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$43.8M 438,554 -60,372 -12%
KeyBank National Association
24
KeyBank National Association
Ohio
$38.3M 383,659 +1,220 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$36.8M 368,719 +88,507 +32%