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iShares S&P 500 Growth ETF
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Overview Fund Activity

424 hedge funds and large institutions have $7.04B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
11.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.62%
New
27
Increased
166
Reduced
148
Closed
23
Calls
$5.68M
Puts
$1.82M
Net Calls
+$3.86M
Net Calls Change
+$2.76M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$295M
2
HI
2
Horizon Investments
North Carolina
$62.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$92.5M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$52.7M
5
MMA
5
Miracle Mile Advisors
California
$35.8M

Top Sellers

1
CM
1
Churchill Management
California
$77.4M
2
M&T Bank
2
M&T Bank
New York
$498M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$28.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.03B 9,586,120 +180,741 +2%
Wells Fargo
2
Wells Fargo
California
$655M 6,076,762 +156,450 +3%
M&T Bank
3
M&T Bank
New York
$498M 4,616,844 -494,571 -10%
Bank of America
4
Bank of America
North Carolina
$495M 4,593,917 +230,561 +5%
VA
5
Valmark Advisers
Ohio
$444M 4,028,401 -81,952 -2%
UBS Group
6
UBS Group
Switzerland
$339M 3,141,264 -72,535 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$295M 2,739,050 +627,109 +30%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$287M 2,663,760 +45,607 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$192M 1,780,140 -20,472 -1%
TT
10
Tiedemann Trust
Delaware
$129M 1,196,144 +47,154 +4%
LPL Financial
11
LPL Financial
California
$110M 980,725 +79,527 +9%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$92.5M 858,509 +495,944 +137%
SMA
13
Simply Money Advisors
Ohio
$89.7M 832,106 +148,118 +22%
CM
14
Churchill Management
California
$77.4M 718,277 -713,428 -50%
Axa
15
Axa
France
$74.1M 687,598 +27,700 +4%
Stifel Financial
16
Stifel Financial
Missouri
$71.2M 660,288 -19,000 -3%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$68.3M 633,951 -95,230 -13%
HB
18
Homrich & Berg
Georgia
$63.8M 591,705 +25,550 +5%
GC
19
Guggenheim Capital
Illinois
$62.9M 583,367 -31,316 -5%
HI
20
Horizon Investments
North Carolina
$62.1M 575,972 +575,972 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$61.2M 567,362 +78,000 +16%
KeyBank National Association
22
KeyBank National Association
Ohio
$52.9M 491,087 +27,467 +6%
CCMG
23
Clark Capital Management Group
Pennsylvania
$52.7M 488,808 +407,629 +502%
FHB
24
First Hawaiian Bank
Hawaii
$48.2M 447,584 -19,119 -4%
UCFA
25
United Capital Financial Advisors
Texas
$46.3M 429,734 -53,099 -11%
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