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iShares S&P 500 Growth ETF
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Overview Fund Activity

334 hedge funds and large institutions have $5.81B invested in iShares S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
334
Holders Change
-10
Holders Change %
-2.91%
% of All Funds
9.61%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
1.18%
New
16
Increased
130
Reduced
125
Closed
25
Calls
$2.75M
Puts
$768K
Net Calls
+$1.98M
Net Calls Change
+$1.78M

Top Buyers

1
State Street
1
State Street
Massachusetts
$82.3M
2
Bank of America
2
Bank of America
North Carolina
$429M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.4M
4
TT
4
Tiedemann Trust
Delaware
$124M
5
IA
5
IndexIQ Advisors
New York
$24.3M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.1M
3
LPL Financial
3
LPL Financial
California
$89M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
SMA
5
Simply Money Advisors
Ohio
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$965M 9,174,305 -594,629 -6%
Wells Fargo
2
Wells Fargo
California
$509M 4,838,379 +139,642 +3%
VA
3
Valmark Advisers
Ohio
$446M 4,240,272 +99,280 +2%
Bank of America
4
Bank of America
North Carolina
$429M 4,078,143 +443,205 +12%
WT
5
Wilmington Trust
Delaware
$309M 2,935,954 +104,027 +4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$218M 2,071,415 +78,008 +4%
U
7
UBS
Switzerland
$215M 2,047,807 +51,185 +3%
WTIM
8
Wilmington Trust Investment Management
Delaware
$154M 1,464,421 +146,659 +11%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$141M 1,340,794 -15,112 -1%
TT
10
Tiedemann Trust
Delaware
$124M 1,182,755 +276,514 +31%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$122M 1,161,135 -416,920 -26%
WTNA
12
Wilmington Trust National Association
Delaware
$99.6M 947,275 -51,058 -5%
LPL Financial
13
LPL Financial
California
$89M 846,115 -798,919 -49%
UCFA
14
United Capital Financial Advisors
Texas
$87.8M 835,115 -37,081 -4%
State Street
15
State Street
Massachusetts
$82.3M 782,260 +782,260 New
Goldman Sachs
16
Goldman Sachs
New York
$78.4M 745,495 +376,776 +102%
FHB
17
First Hawaiian Bank
Hawaii
$67.3M 640,218 +12,343 +2%
Stifel Financial
18
Stifel Financial
Missouri
$58.9M 560,332 +38,938 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$52.3M 496,910 -65,006 -12%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$50.8M 483,175 +44,621 +10%
HB
21
Homrich & Berg
Georgia
$50.5M 479,976 +8,133 +2%
Axa
22
Axa
France
$49.1M 466,398 -82,200 -15%
KeyBank National Association
23
KeyBank National Association
Ohio
$39.7M 377,367 -6,292 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$38.9M 369,496 +1,217 +0.3%
FBNAT
25
FirstMerit Bank N.A. Trustee
Ohio
$37.1M 352,667 +5,914 +2%
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