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iShares S&P 500 Growth ETF

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $4.25M

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

2% more funds holding

Funds holding: 482494 (+12)

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

4% more capital invested

Capital invested by funds: $8.13B → $8.43B (+$300M)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

0.41% less ownership

Funds ownership: 241.63%241.21% (-0.41%)

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.18%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
226
Investment Partners
Ohio
$1.57M +$142K +4,696 +10%
NFG
227
Next Financial Group
Texas
$1.55M +$649K +21,404 +72%
1GA
228
1st Global Advisors
Texas
$1.53M +$154K +5,088 +11%
EWM
229
Evercore Wealth Management
New York
$1.51M -$321K -10,604 -18%
Loomis, Sayles & Company
230
Loomis, Sayles & Company
Massachusetts
$1.51M +$1.51M +49,800 New
BAC
231
Boys Arnold & Co
North Carolina
$1.45M -$116K -3,840 -7%
HS
232
Horan Securities
United States
$1.44M +$25.8K +852 +2%
William Blair & Company
233
William Blair & Company
Illinois
$1.43M +$962K +31,748 +210%
SIAM
234
Sterling Investment Advisors (Missouri)
Missouri
$1.42M -$46.9K -1,548 -3%
ABC
235
Associated Banc-Corp
Wisconsin
$1.41M +$27.3K +900 +2%
Franklin Resources
236
Franklin Resources
California
$1.39M +$324K +10,704 +31%
AIS
237
American Investment Services
Massachusetts
$1.33M -$63.2K -2,084 -5%
CI
238
Conning Inc
Connecticut
$1.31M
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$1.3M -$58.2K -1,920 -4%
ACP
240
Arcus Capital Partners
Georgia
$1.28M +$61.2K +2,020 +5%
HW
241
Hancock Whitney
Mississippi
$1.24M +$306K +10,084 +33%
AW
242
ACG Wealth
Georgia
$1.23M +$33.3K +1,100 +3%
BRWA
243
B. Riley Wealth Advisors
Florida
$1.23M +$102K +3,368 +9%
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$1.21M -$75.8K -2,500 -6%
EPP
245
ETF Portfolio Partners
Kansas
$1.21M +$120K +3,948 +10%
RFS
246
Rockefeller Financial Services
New York
$1.17M
CIC
247
Carnegie Investment Counsel
Ohio
$1.17M -$12.1K -400 -1%
CCFCSB
248
Cape Cod Five Cents Savings Bank
Massachusetts
$1.16M +$22.7K +748 +2%
HPC
249
HM Payson & Co
Maine
$1.15M -$170K -5,600 -13%
SAM
250
Sequent Asset Management
Texas
$1.14M