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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.33B invested in iShares S&P 500 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 16 closing their positions.

Holders
424
Holders Change
+15
Holders Change %
+3.67%
% of All Funds
11.43%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.35%
New
39
Increased
133
Reduced
173
Closed
16
Calls
$2.46M
Puts
$1.36M
Net Calls
+$1.1M
Net Calls Change
-$1.09M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$366M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$240M
3
GC
3
Guggenheim Capital
Illinois
$70M
4
SIM
4
Sigma Investment Management
Oregon
$28.2M
5
Wells Fargo
5
Wells Fargo
California
$674M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
HI
2
Horizon Investments
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$26.9M
4
M&T Bank
4
M&T Bank
New York
$582M
5
HNB
5
Huntington National Bank
Ohio
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.07B 9,405,379 -1,101,722 -10%
Wells Fargo
2
Wells Fargo
California
$674M 5,920,312 +218,022 +4%
M&T Bank
3
M&T Bank
New York
$582M 5,111,415 -237,330 -4%
Bank of America
4
Bank of America
North Carolina
$497M 4,363,356 -17,302 -0.4%
VA
5
Valmark Advisers
Ohio
$468M 4,110,353 +38,219 +0.9%
UBS Group
6
UBS Group
Switzerland
$366M 3,213,799 +509,061 +19%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$298M 2,618,153 +79,303 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$240M 2,111,941 +421,980 +25%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$205M 1,800,612 -7,536 -0.4%
CM
10
Churchill Management
California
$163M 1,431,705 -96,305 -6%
TT
11
Tiedemann Trust
Delaware
$131M 1,148,990 +66,606 +6%
LPL Financial
12
LPL Financial
California
$103M 901,198 -150,887 -14%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$83M 729,181 +22,780 +3%
SMA
14
Simply Money Advisors
Ohio
$77.9M 683,988 -1,457 -0.2%
Stifel Financial
15
Stifel Financial
Missouri
$77.3M 679,288 +75,748 +13%
Axa
16
Axa
France
$75.1M 659,898 +20,400 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$73.1M 641,925 +4,245 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$70.7M 621,348 +23,177 +4%
GC
19
Guggenheim Capital
Illinois
$70M 614,683 +385,918 +169%
HB
20
Homrich & Berg
Georgia
$64.5M 566,155 +24,333 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$55.7M 489,362 +35,117 +8%
UCFA
22
United Capital Financial Advisors
Texas
$55M 482,833 +43,250 +10%
FHB
23
First Hawaiian Bank
Hawaii
$53.1M 466,703 -65,896 -12%
KeyBank National Association
24
KeyBank National Association
Ohio
$52.8M 463,620 +24,311 +6%
SAS
25
Sage Advisory Services
Texas
$50.1M 439,869 +1,423 +0.3%
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