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iShares S&P 500 Growth ETF

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 26

43% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 129

29% more funds holding in top 10

Funds holding in top 10: 5875 (+17)

23% more capital invested

Capital invested by funds: $7.04B → $8.64B (+$1.6B)

13% more funds holding

Funds holding: 424479 (+55)

12.82% more ownership

Funds ownership: 233.78%246.6% (+13%)

8% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $3.39M

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.57%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
251
Thomasville National Bank
Georgia
$1.15M -$82K -2,820 -7%
FNBTCON
252
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M
RFS
253
Rockefeller Financial Services
New York
$1.12M
IP
254
Investment Partners
Ohio
$1.09M -$20.8K -716 -2%
SAM
255
Sequent Asset Management
Texas
$1.09M
CIC
256
Carnegie Investment Counsel
Ohio
$1.07M -$7.09K -244 -0.6%
CFB
257
Cullen/Frost Bankers
Texas
$990K +$11.6K +400 +1%
FMW
258
Farr Miller & Washington
District of Columbia
$988K -$89.7K -3,084 -8%
AWA
259
Arete Wealth Advisors
Illinois
$983K +$105K +3,616 +12%
EPP
260
ETF Portfolio Partners
Kansas
$978K +$53.6K +1,844 +6%
ACM
261
Azimuth Capital Management
Michigan
$955K +$46.7K +1,608 +5%
ACP
262
Arcus Capital Partners
Georgia
$950K +$954K +32,820 New
FHA
263
First Horizon Advisors
Tennessee
$948K -$826K -28,420 -46%
NFG
264
Nations Financial Group
Iowa
$906K +$910K +31,288 New
SFA
265
Sequoia Financial Advisors
Ohio
$899K +$4.88K +168 +0.5%
TD Asset Management
266
TD Asset Management
Ontario, Canada
$898K +$66.5K +2,288 +8%
BRWA
267
B. Riley Wealth Advisors
Florida
$892K +$368K +12,664 +70%
JFA
268
JNBA Financial Advisors
Minnesota
$883K
JA
269
JOYN Advisors
Georgia
$858K +$194K +6,680 +29%
Lazard Asset Management
270
Lazard Asset Management
New York
$850K -$30.2K -1,040 -3%
FCI
271
Financial Counselors Inc
Kansas
$842K +$114K +3,920 +16%
BA
272
Bristlecone Advisors
Washington
$838K +$841K +28,940 New
CCS
273
Crosspoint Capital Strategies
California
$828K +$852K +29,308 +7,713%
CB
274
Commerce Bank
Missouri
$822K +$11.6K +400 +1%
CAM
275
Concorde Asset Management
Michigan
$821K +$824K +28,344 New