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iShares S&P 500 Growth ETF
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Overview Fund Activity

482 hedge funds and large institutions have $8.13B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 41 closing their positions.

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
12.88%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.71%
New
46
Increased
162
Reduced
176
Closed
41
Calls
$11.1M
Puts
$7.37M
Net Calls
+$3.71M
Net Calls Change
-$15.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$466M
2
State Street
2
State Street
Massachusetts
$143M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$39.2M
5
SIM
5
Scottrade Investment Management
Missouri
$186M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.84M
2
HI
2
Horizon Investments
North Carolina
$94.3M
3
FIG
3
FundX Investment Group
California
$0
4
M&T Bank
4
M&T Bank
New York
$384M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.06B 9,130,178 -174,971 -2%
Wells Fargo
2
Wells Fargo
California
$740M 6,349,408 -180,101 -3%
Bank of America
3
Bank of America
North Carolina
$555M 4,757,068 -174,691 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$466M 3,998,882 +729,790 +22%
VA
5
Valmark Advisers
Ohio
$411M 3,522,779 -65,241 -2%
M&T Bank
6
M&T Bank
New York
$384M 3,292,202 -404,700 -11%
UBS Group
7
UBS Group
Switzerland
$374M 3,203,809 +94,870 +3%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$311M 2,667,033 -61,875 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$207M 1,773,380 -144,461 -8%
SIM
10
Scottrade Investment Management
Missouri
$186M 1,599,721 +228,609 +17%
CM
11
Churchill Management
California
$155M 1,329,674 +65,720 +5%
State Street
12
State Street
Massachusetts
$143M 1,227,247 +599,375 +95%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$142M 1,214,643 -74,679 -6%
HB
14
Homrich & Berg
Georgia
$104M 894,438 +22,614 +3%
HI
15
Horizon Investments
North Carolina
$94.3M 809,064 -498,507 -38%
Stifel Financial
16
Stifel Financial
Missouri
$88.2M 756,935 -20,659 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$88.1M 755,390 -24,714 -3%
Axa
18
Axa
France
$79.7M 683,948 -41,800 -6%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$72.6M 622,508 -39,521 -6%
Ameriprise
20
Ameriprise
Minnesota
$67.3M 576,545 +135,390 +31%
UCFA
21
United Capital Financial Advisors
Texas
$67.1M 573,129 +175,165 +44%
Goldman Sachs
22
Goldman Sachs
New York
$65.6M 562,664 +70,870 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$63.6M 545,736 +13,183 +2%
GC
24
Guggenheim Capital
Illinois
$63.5M 544,489 -17,342 -3%
KeyBank National Association
25
KeyBank National Association
Ohio
$62.5M 536,145 +6,221 +1%
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