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iShares S&P 500 Growth ETF
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Overview Fund Activity

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.43%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$176M
2
BlackRock
BlackRock
New York
+$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
5
HCM
Highfields Capital Management
Massachusetts
+$48M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$193M
2
HNB
Huntington National Bank
Ohio
-$61.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.7M
4
TAT
TD Ameritrade Trust
Colorado
-$20.5M
5
M&T Bank
M&T Bank
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.54B +$33.3M +928,668 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.17B +$70.4M +1,964,708 +6%
Wells Fargo
3
Wells Fargo
California
$1.06B +$24.5M +684,688 +2%
Bank of America
4
Bank of America
North Carolina
$736M +$14.6M +406,112 +2%
UBS Group
5
UBS Group
Switzerland
$534M -$12.4M -346,984 -2%
VA
6
Valmark Advisers
Ohio
$476M -$5.26M -146,832 -1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$439M +$7.94M +221,380 +2%
SIM
8
Scottrade Investment Management
Missouri
$426M +$33.7M +938,964 +9%
M&T Bank
9
M&T Bank
New York
$348M -$18.6M -520,044 -5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$255M -$15.8M -441,596 -6%
LPL Financial
11
LPL Financial
California
$242M +$4.33M +120,788 +2%
CM
12
Churchill Management
California
$232M +$11.2M +312,980 +5%
Ameriprise
13
Ameriprise
Minnesota
$225M +$32.7M +911,172 +17%
Stifel Financial
14
Stifel Financial
Missouri
$202M +$27.7M +773,328 +16%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$177M +$176M +4,903,060 +19,417%
BlackRock
16
BlackRock
New York
$172M +$153M +4,279,016 +807%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$151M -$5.53M -154,120 -4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$149M -$24.7M -688,668 -14%
Goldman Sachs
19
Goldman Sachs
New York
$141M +$3.9M +108,776 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$111M +$209K +5,836 +0.2%
HB
21
Homrich & Berg
Georgia
$108M +$209K +5,816 +0.2%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$100M +$835K +23,276 +0.8%
Axa
23
Axa
France
$96.8M +$3.61M +100,800 +4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$95.7M +$59.6M +1,662,840 +165%
AG
25
Advisor Group
Arizona
$84.8M +$4.05M +112,836 +5%
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