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iShares S&P 500 Growth ETF
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Overview Fund Activity

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
State Street
2
State Street
Massachusetts
$72.8M
3
FA
3
FCG Advisors
New Jersey
$35.9M
4
SIM
4
Scottrade Investment Management
Missouri
$159M
5
SVCP
5
Silicon Valley Capital Partners
California
$24.3M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$1.81M
5
UBS Group
5
UBS Group
Switzerland
$360M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.08B 9,305,149 -474,052 -5%
Wells Fargo
2
Wells Fargo
California
$757M 6,529,509 -250,924 -4%
Bank of America
3
Bank of America
North Carolina
$572M 4,931,759 -347,028 -7%
M&T Bank
4
M&T Bank
New York
$428M 3,696,902 -320,528 -8%
VA
5
Valmark Advisers
Ohio
$416M 3,588,020 +6,557 +0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$379M 3,269,092 -235,741 -7%
UBS Group
7
UBS Group
Switzerland
$360M 3,108,939 -442,714 -12%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$316M 2,728,908 +74,208 +3%
LPL Financial
9
LPL Financial
California
$284M 2,455,377 -247,835 -9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$222M 1,917,841 +77,345 +4%
SIM
11
Scottrade Investment Management
Missouri
$159M 1,371,112 +218,138 +19%
HI
12
Horizon Investments
North Carolina
$152M 1,307,571 -211,553 -14%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$149M 1,289,322 +1,092,995 +557%
CM
14
Churchill Management
California
$146M 1,263,954 +79,369 +7%
HB
15
Homrich & Berg
Georgia
$101M 871,824 +143,719 +20%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$90.4M 780,104 +9,284 +1%
Stifel Financial
17
Stifel Financial
Missouri
$90.1M 777,594 +6,111 +0.8%
Axa
18
Axa
France
$84.1M 725,748 +32,200 +5%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$76.7M 662,029 +16,269 +3%
State Street
20
State Street
Massachusetts
$72.8M 627,872 +627,872 New
GC
21
Guggenheim Capital
Illinois
$65.1M 561,831 -17,817 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$61.7M 532,553 -16,084 -3%
KeyBank National Association
23
KeyBank National Association
Ohio
$61.4M 529,924 +815 +0.2%
SMA
24
Simply Money Advisors
Ohio
$57.3M 494,031 -324,110 -40%
Goldman Sachs
25
Goldman Sachs
New York
$57M 491,794 +17,678 +4%
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