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iShares S&P 500 Growth ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$884M
2
SIM
2
Scottrade Investment Management
Missouri
$345M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$111M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$39.7M
5
Wells Fargo
5
Wells Fargo
California
$930M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$14.6M
2
HI
2
Horizon Investments
North Carolina
$199M
3
GC
3
Guggenheim Capital
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$624M
5
BOH
5
Bank of Hawaii
Hawaii
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.37B 10,405,261 +263,361 +3%
Wells Fargo
2
Wells Fargo
California
$930M 7,071,610 +263,471 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$884M 6,723,091 +913,795 +16%
Bank of America
4
Bank of America
North Carolina
$624M 4,748,175 -320,632 -6%
UBS Group
5
UBS Group
Switzerland
$501M 3,806,923 +23,709 +0.6%
VA
6
Valmark Advisers
Ohio
$449M 3,415,774 +79,002 +2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$386M 2,931,618 +58,191 +2%
M&T Bank
8
M&T Bank
New York
$358M 2,724,001 -133,719 -5%
SIM
9
Scottrade Investment Management
Missouri
$345M 2,624,985 +730,107 +39%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$253M 1,925,208 +110,080 +6%
HI
11
Horizon Investments
North Carolina
$199M 1,516,265 -486,364 -24%
CM
12
Churchill Management
California
$193M 1,467,136 +52,433 +4%
Ameriprise
13
Ameriprise
Minnesota
$159M 1,207,401 +161,873 +15%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$148M 1,127,804 -38,554 -3%
Stifel Financial
15
Stifel Financial
Missouri
$126M 957,203 +114,186 +14%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$111M 843,975 +371,380 +79%
HB
17
Homrich & Berg
Georgia
$100M 762,780 -153,584 -17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$92.9M 706,659 +9,816 +1%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$84.3M 641,002 +7,996 +1%
KeyBank National Association
20
KeyBank National Association
Ohio
$78.4M 595,835 +33,996 +6%
Axa
21
Axa
France
$75.1M 570,948 -31,100 -5%
RJA
22
Raymond James & Associates
Florida
$68M 516,970 +37,366 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$64.7M 492,063 +37,352 +8%
CC
24
Courier Capital
New York
$60.9M 463,147 +5,806 +1%
HNB
25
Huntington National Bank
Ohio
$60.8M 275,133 -19,648 -7%
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