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iShares S&P 500 Growth ETF
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Overview Fund Activity

409 hedge funds and large institutions have $7.49B invested in iShares S&P 500 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+8
Holders Change %
+2%
% of All Funds
10.91%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
42
Increased
158
Reduced
136
Closed
28
Calls
$3.46M
Puts
$1.27M
Net Calls
+$2.2M
Net Calls Change
+$1.16M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$50M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$193M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$37.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$68.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$68.5M
2
CM
2
Churchill Management
California
$174M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.05M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$25.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.2B 10,507,101 +354,741 +3%
Wells Fargo
2
Wells Fargo
California
$650M 5,702,290 +219,692 +4%
M&T Bank
3
M&T Bank
New York
$609M 5,348,745 -244,154 -4%
Bank of America
4
Bank of America
North Carolina
$499M 4,380,658 +130,566 +3%
VA
5
Valmark Advisers
Ohio
$464M 4,072,134 -9,491 -0.2%
UBS Group
6
UBS Group
Switzerland
$308M 2,704,738 +78,576 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$289M 2,538,850 +146,443 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$206M 1,808,148 +67,479 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$193M 1,689,961 +419,386 +33%
CM
10
Churchill Management
California
$174M 1,528,010 -539,425 -26%
TT
11
Tiedemann Trust
Delaware
$123M 1,082,384 +396 +0%
LPL Financial
12
LPL Financial
California
$119M 1,052,085 -74,164 -7%
Goldman Sachs
13
Goldman Sachs
New York
$90.2M 791,985 +132,333 +20%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$80.5M 706,401 +30,401 +4%
SMA
15
Simply Money Advisors
Ohio
$78.1M 685,445 +176,118 +35%
Axa
16
Axa
France
$72.9M 639,498 +37,400 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$72.7M 637,680 -291,290 -31%
Stifel Financial
18
Stifel Financial
Missouri
$68.8M 603,540 -72,275 -11%
HI
19
Horizon Investments
North Carolina
$68.5M 600,836 -547,540 -48%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$68.2M 598,171 +246,261 +70%
HB
21
Homrich & Berg
Georgia
$61.7M 541,822 +31,441 +6%
FHB
22
First Hawaiian Bank
Hawaii
$60.7M 532,599 -59,959 -10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.8M 454,245 -59,365 -12%
UCFA
24
United Capital Financial Advisors
Texas
$50.3M 439,583 -14,494 -3%
KeyBank National Association
25
KeyBank National Association
Ohio
$50.1M 439,309 +34,870 +9%
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