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iShares S&P 500 Growth ETF

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
OWD
251
Osborn Williams & Donohoe
Ohio
$684K -$112K -4,000 -14%
DSC
252
Duncker Streett & Co
Missouri
$680K -$32.5K -1,164 -5%
IB
253
Intrust Bank
Kansas
$665K
PFS
254
Prospera Financial Services
Texas
$663K -$15.3K -548 -2%
TI
255
Truepoint Inc
Ohio
$660K +$32.4K +1,160 +5%
Mariner
256
Mariner
Kansas
$655K +$174K +6,248 +36%
VWM
257
Valley Wealth Managers
New Jersey
$654K +$42.6K +1,528 +7%
SHGA
258
Sand Hill Global Advisors
California
$651K -$19.9K -712 -3%
CIA
259
Choate Investment Advisors
Massachusetts
$651K +$296K +10,600 +83%
TFCP
260
Twin Focus Capital Partners
Massachusetts
$646K -$116K -4,144 -15%
NPF
261
Norris Perne & French
Michigan
$635K -$74.2K -2,660 -10%
CIM
262
Confluence Investment Management
Missouri
$631K -$82K -2,940 -12%
DDC
263
DF Dent & Co
Maryland
$630K +$630K +22,584 New
FCI
264
Financial Counselors Inc
Kansas
$614K
GT
265
Glenview Trust
Kentucky
$613K +$613K +21,956 New
SWA
266
SFMG Wealth Advisors
Texas
$609K +$112 +4 +0%
JFG
267
JMG Financial Group
Illinois
$604K -$42.5K -1,524 -7%
JWBC
268
J.W. Burns & Co
New York
$599K +$5.69K +204 +1%
DY
269
Dowling & Yahnke
California
$586K -$38.4K -1,376 -6%
SWP
270
Stratos Wealth Partners
Ohio
$567K +$567K +20,316 New
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$547K -$16.7K -600 -3%
ICAS
272
Investors Capital Advisory Services
Massachusetts
$545K +$61.3K +2,200 +13%
AI
273
Accredited Investors
Minnesota
$531K -$36.4K -1,304 -6%
OCG
274
Opus Capital Group
Ohio
$531K
PFBT
275
Parkside Financial Bank & Trust
Missouri
$509K -$19.8K -708 -4%