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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.24B 10,141,900 +730,131 +8%
Wells Fargo
2
Wells Fargo
California
$829M 6,808,139 +501,039 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$708M 5,809,296 +1,114,811 +24%
Bank of America
4
Bank of America
North Carolina
$617M 5,068,807 +330,261 +7%
UBS Group
5
UBS Group
Switzerland
$461M 3,783,214 +382,988 +11%
VA
6
Valmark Advisers
Ohio
$406M 3,336,772 -57,373 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$350M 2,873,427 +148,861 +5%
M&T Bank
8
M&T Bank
New York
$348M 2,857,720 -114,802 -4%
HI
9
Horizon Investments
North Carolina
$244M 2,002,629 +1,008,493 +101%
SIM
10
Scottrade Investment Management
Missouri
$231M 1,894,878 – –
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$221M 1,815,128 +21,476 +1%
CM
12
Churchill Management
California
$172M 1,414,703 +34,876 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$142M 1,166,358 -23,388 -2%
Ameriprise
14
Ameriprise
Minnesota
$127M 1,045,528 +299,833 +40%
HB
15
Homrich & Berg
Georgia
$112M 916,364 +15,866 +2%
CS
16
Credit Suisse
Switzerland
$111M 915,000 +890,168 +3,585%
Stifel Financial
17
Stifel Financial
Missouri
$103M 843,017 +115,225 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$84.9M 696,843 +66,482 +11%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$77.1M 633,006 +9,598 +2%
Axa
20
Axa
France
$73.3M 602,048 -96,900 -14%
KeyBank National Association
21
KeyBank National Association
Ohio
$68.4M 561,839 +20,478 +4%
GC
22
Guggenheim Capital
Illinois
$63M 516,896 -31,492 -6%
HNB
23
Huntington National Bank
Ohio
$58.7M 294,781 +7,220 +3%
RJA
24
Raymond James & Associates
Florida
$58.4M 479,604 +48,213 +11%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$57.6M 472,595 +8,192 +2%
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