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iShares S&P 500 Growth ETF
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Overview Fund Activity

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.2%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
HNB
2
Huntington National Bank
Ohio
$57.7M
3
SIM
3
Scottrade Investment Management
Missouri
$231M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.15B
5
UBS Group
5
UBS Group
Switzerland
$414M

Top Sellers

1
PA
1
Probity Advisors
Texas
$14M
2
State Street
2
State Street
Massachusetts
$72.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
M&T Bank
5
M&T Bank
New York
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.15B 9,411,769 +281,591 +3%
Wells Fargo
2
Wells Fargo
California
$767M 6,307,100 -42,308 -0.7%
Bank of America
3
Bank of America
North Carolina
$576M 4,738,546 -18,522 -0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$571M 4,694,485 +695,603 +17%
UBS Group
5
UBS Group
Switzerland
$414M 3,400,226 +196,417 +6%
VA
6
Valmark Advisers
Ohio
$413M 3,394,145 -128,634 -4%
M&T Bank
7
M&T Bank
New York
$362M 2,972,522 -319,680 -10%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$331M 2,724,566 +57,533 +2%
SIM
9
Scottrade Investment Management
Missouri
$231M 1,894,878 +295,157 +18%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$218M 1,793,652 +20,272 +1%
CM
11
Churchill Management
California
$168M 1,379,827 +50,153 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$145M 1,189,746 -24,897 -2%
HI
13
Horizon Investments
North Carolina
$121M 994,136 +185,072 +23%
HB
14
Homrich & Berg
Georgia
$110M 900,498 +6,060 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$90.8M 745,695 +169,150 +29%
Stifel Financial
16
Stifel Financial
Missouri
$88.6M 727,792 -29,143 -4%
Axa
17
Axa
France
$85M 698,948 +15,000 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$76.7M 630,361 +84,625 +16%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$75.8M 623,408 +900 +0.1%
State Street
20
State Street
Massachusetts
$72.6M 597,093 -630,154 -51%
UCFA
21
United Capital Financial Advisors
Texas
$72.4M 595,204 +22,075 +4%
GC
22
Guggenheim Capital
Illinois
$66.7M 548,388 +3,899 +0.7%
KeyBank National Association
23
KeyBank National Association
Ohio
$65.9M 541,361 +5,216 +1%
HNB
24
Huntington National Bank
Ohio
$57.7M 287,561 +287,561 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$56.5M 464,403 -20,020 -4%
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