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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
BOS
251
Bingham Osborn & Scarborough
California
$202K -$24.1K -1,092 -11%
BOTW
252
Bank of the West
California
$202K +$200K +9,040 New
NA
253
Nottingham Advisors
New York
$201K +$199K +9,020 New
Barclays
254
Barclays
United Kingdom
$187K
WT
255
Whittier Trust
California
$175K
AFC
256
AFT Forsyth & Company
Florida
$167K
FANJ
257
Financial Architects (New Jersey)
New Jersey
$86K
RFA
258
Reilly Financial Advisors
California
$80K
ST
259
Stifel Trust
Missouri
$74K +$72.3K +3,276 New
JA
260
JOYN Advisors
Georgia
$74K +$73.5K +3,328 New
AssetMark Inc
261
AssetMark Inc
California
$65K +$63.7K +2,888 New
SSB
262
Sandy Spring Bank
Maryland
$63K -$2.47K -112 -4%
MWP
263
MYCIO Wealth Partners
Pennsylvania
$63K +$265 +12 +0.4%
EWM
264
Elite Wealth Management
Washington
$57K +$56.8K +2,572 New
SFS
265
Signator Financial Services
Massachusetts
$52K -$265 -12 -0.5%
M&T Bank
266
M&T Bank
New York
$51K +$50.1K +2,272 New
1IC
267
1919 Investment Counsel
Maryland
$49K
GI
268
Gradient Investments
Minnesota
$47K -$48.6K -2,204 -51%
Bessemer Group
269
Bessemer Group
New Jersey
$39K
Brown Advisory
270
Brown Advisory
Maryland
$37K
AA
271
AlphaMark Advisors
Kentucky
$33K
WA
272
Waverly Advisors
Alabama
$31K +$30.3K +1,372 New
WA
273
WFG Advisors
Texas
$29K +$530 +24 +2%
RFS
274
Rockefeller Financial Services
New York
$27K
CFA
275
Carroll Financial Associates
North Carolina
$19K