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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
BC
251
Bartlett & Co
Ohio
$1.13M +$81.2K +2,680 +8%
FNBTCON
252
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M -$75.8K -2,500 -6%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$1.1M -$33.5K -1,104 -3%
AWM
254
Avior Wealth Management
Nebraska
$1.09M +$100K +3,304 +10%
FPFS
255
First Personal Financial Services
North Carolina
$1.07M -$840K -27,712 -44%
DADC
256
D.A. Davidson & Co
Montana
$1.05M +$893K +29,476 +594%
BJL
257
Brighton Jones LLC
Washington
$1.03M -$78.8K -2,600 -7%
PMG
258
ProVise Management Group
Florida
$1.02M -$72.8K -2,400 -7%
CB
259
Commerce Bank
Missouri
$1.01M +$54.1K +1,784 +6%
MG
260
Mather Group
Illinois
$997K +$48.1K +1,588 +5%
HS
261
Huntington Steele
Pennsylvania
$976K +$62.7K +2,068 +7%
PFPT
262
Pinnacle Financial Partners (Tennessee)
Tennessee
$948K
CFB
263
Cullen/Frost Bankers
Texas
$947K +$35.4K +1,168 +4%
BA
264
Bristlecone Advisors
Washington
$939K -$93.1K -3,072 -9%
GCAC
265
Guardian Capital Advisors (Canada)
Ontario, Canada
$934K +$121K +4,000 +15%
PAS
266
Partnervest Advisory Services
California
$912K +$144K +4,740 +19%
ACM
267
Azimuth Capital Management
Michigan
$899K +$3.03K +100 +0.3%
NFG
268
Nations Financial Group
Iowa
$883K -$6.06K -200 -0.7%
CIA
269
Choate Investment Advisors
Massachusetts
$881K
RMCM
270
Reynders McVeigh Capital Management
Massachusetts
$880K
JFG
271
JMG Financial Group
Illinois
$848K
ZCA
272
Zeke Capital Advisors
Pennsylvania
$844K
RPG
273
Risk Paradigm Group
Texas
$818K -$35.2K -1,160 -4%
RWA
274
RGT Wealth Advisors
Texas
$812K +$809K +26,696 New
RIA
275
Regal Investment Advisors
Michigan
$810K -$87.8K -2,896 -10%