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iShares S&P 500 Growth ETF
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Overview Fund Activity

610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.

Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
15.23%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.87%
New
62
Increased
234
Reduced
183
Closed
16
Calls
$71.7M
Puts
$63.1M
Net Calls
+$8.68M
Net Calls Change
+$8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$227M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B
3
Goldman Sachs
3
Goldman Sachs
New York
$130M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$166M
5
QA
5
Quantitative Advantage
Minnesota
$45.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$61.8M
2
M&T Bank
2
M&T Bank
New York
$350M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$601K
4
IA
4
IndexIQ Advisors
New York
$310K
5
HI
5
Horizon Investments
North Carolina
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.44B 10,529,225 +123,964 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.05B 7,667,394 +944,303 +14%
Wells Fargo
3
Wells Fargo
California
$990M 7,233,074 +161,464 +2%
Bank of America
4
Bank of America
North Carolina
$689M 5,032,911 +284,736 +6%
UBS Group
5
UBS Group
Switzerland
$521M 3,809,634 +2,711 +0.1%
VA
6
Valmark Advisers
Ohio
$459M 3,353,547 -62,227 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$412M 3,007,360 +75,742 +3%
SIM
8
Scottrade Investment Management
Missouri
$374M 2,733,773 +108,788 +4%
M&T Bank
9
M&T Bank
New York
$350M 2,554,811 -169,190 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$258M 1,886,389 -38,819 -2%
LPL Financial
11
LPL Financial
California
$227M 1,659,111 +1,641,847 +9,510%
CM
12
Churchill Management
California
$211M 1,540,203 +73,067 +5%
HI
13
Horizon Investments
North Carolina
$193M 1,421,166 -95,099 -6%
Ameriprise
14
Ameriprise
Minnesota
$184M 1,341,449 +134,048 +11%
Stifel Financial
15
Stifel Financial
Missouri
$166M 1,213,697 +256,494 +27%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$166M 1,209,842 +365,867 +43%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$149M 1,091,154 -36,650 -3%
Goldman Sachs
18
Goldman Sachs
New York
$130M 952,488 +775,728 +439%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$106M 772,150 +65,491 +9%
HB
20
Homrich & Berg
Georgia
$103M 750,731 -12,049 -2%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$94.7M 691,665 +50,663 +8%
Axa
22
Axa
France
$88.9M 649,948 +79,000 +14%
AG
23
Advisor Group
Arizona
$77M 562,696 +235,289 +72%
KeyBank National Association
24
KeyBank National Association
Ohio
$76.4M 558,047 -37,788 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$72.5M 529,750 +37,687 +8%
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