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iShares S&P 500 Growth ETF

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

12.03% more ownership

Funds ownership: 220.18%232.22% (+12%)

9% more capital invested

Capital invested by funds: $4.18B → $4.54B (+$363M)

4% more funds holding

Funds holding: 279289 (+10)

41% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $17.9M

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.13%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Condor Capital Management
New Jersey
$334K -$1.06K -48 -0.3%
MBT
227
Montecito Bank & Trust
California
$333K
MCTIC
228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$327K -$321K -14,556 Closed
EIM
229
Emerson Investment Management
Massachusetts
$325K -$17.7K -800 -5%
FHC
230
First Heartland Consultants
Missouri
$322K -$139K -6,276 -31%
WCM
231
Wealthcare Capital Management
Virginia
$315K -$1.41K -64 -0.5%
IFA
232
Interactive Financial Advisors
Illinois
$294K
CAM
233
Cubic Asset Management
Massachusetts
$290K +$287K +13,000 New
MPI
234
Mairs & Power Inc
Minnesota
$289K
VKH
235
Virtu KCG Holdings
New York
$286K +$283K +12,820 New
BSB
236
Bangor Savings Bank
Maine
$273K +$269K +12,200 New
BRWA
237
B. Riley Wealth Advisors
Florida
$268K -$293K -13,284 -53%
RIA
238
Regal Investment Advisors
Michigan
$263K -$165K -7,480 -39%
DADC
239
D.A. Davidson & Co
Montana
$256K +$28.1K +1,272 +12%
CPO
240
Cerity Partners OCIO
New York
$251K +$883 +40 +0.4%
BFO
241
Boston Family Office
Massachusetts
$237K
WJA
242
Williams Jones & Associates
New York
$235K -$13K -588 -5%
BSW
243
Buckingham Strategic Wealth
Missouri
$234K -$106K -4,800 -31%
MM
244
Meridian Management
Arkansas
$232K
OC
245
Oarsman Capital
Wisconsin
$224K
PSI
246
Pinnacle Summer Investments
Virginia
$224K +$441 +20 +0.2%
AC
247
Alexandria Capital
Virginia
$219K -$40.6K -1,840 -16%
KFS
248
KMS Financial Services
Washington
$215K +$213K +9,632 New
BFG
249
Beacon Financial Group
Texas
$213K +$210K +9,500 New
HCM
250
Harvey Capital Management
Florida
$205K -$221K -10,000 -52%