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iShares S&P 500 Growth ETF
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Overview Fund Activity

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$293M
2
CM
2
Churchill Management
California
$231M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
Wells Fargo
4
Wells Fargo
California
$612M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$104M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$50.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.6M
3
SIM
3
Strategic Investment Management
Virginia
$0
4
TT
4
Tiedemann Trust
Delaware
$121M
5
VA
5
Valmark Advisers
Ohio
$456M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.13B 10,152,360 +811,934 +9%
M&T Bank
2
M&T Bank
New York
$624M 5,592,899 +159,902 +3%
Wells Fargo
3
Wells Fargo
California
$612M 5,482,598 +472,618 +9%
Bank of America
4
Bank of America
North Carolina
$474M 4,250,092 +185,157 +5%
VA
5
Valmark Advisers
Ohio
$456M 4,081,625 -153,947 -4%
UBS Group
6
UBS Group
Switzerland
$293M 2,626,162 +2,626,162 New
Jones Financial Companies
7
Jones Financial Companies
Missouri
$267M 2,392,407 +247,344 +12%
CM
8
Churchill Management
California
$231M 2,067,435 +2,067,435 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$194M 1,740,669 +164,792 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$142M 1,270,575 -29,003 -2%
HI
11
Horizon Investments
North Carolina
$128M 1,148,376 +292,039 +34%
LPL Financial
12
LPL Financial
California
$126M 1,126,249 +164,801 +17%
TT
13
Tiedemann Trust
Delaware
$121M 1,081,988 -158,190 -13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$104M 928,970 +446,293 +92%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$75.4M 676,000 +117,321 +21%
Stifel Financial
16
Stifel Financial
Missouri
$75.4M 675,815 +31,085 +5%
Goldman Sachs
17
Goldman Sachs
New York
$73.6M 659,652 -10,497 -2%
Axa
18
Axa
France
$67.2M 602,098 +43,800 +8%
FHB
19
First Hawaiian Bank
Hawaii
$66.1M 592,558 -55,676 -9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$61.8M 553,672 -20,288 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$57.3M 513,610 -29,045 -5%
HB
22
Homrich & Berg
Georgia
$57M 510,381 -41,911 -8%
SMA
23
Simply Money Advisors
Ohio
$56.8M 509,327 +184,785 +57%
UCFA
24
United Capital Financial Advisors
Texas
$50.7M 454,077 -284,619 -39%
FIG
25
FundX Investment Group
California
$49.2M 441,266 +441,266 New
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