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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
PMFA
276
Plante Moran Financial Advisors
Michigan
$18K
CTC
277
Central Trust Company
Missouri
$16K
MAM
278
Meeder Asset Management
Ohio
$16K
KPCM
279
Kings Point Capital Management
New York
$13K
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$11K -$1.77K -80 -14%
TIM
281
Tortoise Investment Management
New York
$11K
BAM
282
Barrett Asset Management
New York
$8K
EK
283
Evensky & Katz
Florida
$8K +$88 +4 +1%
First Manhattan
284
First Manhattan
New York
$8K +$8.83K +400 New
PWAG
285
Polaris Wealth Advisory Group
California
$4.47K
HDIM
286
Hanson & Doremus Investment Management
Vermont
$4K +$4.42K +200 New
TWA
287
TCI Wealth Advisors
Arizona
$3K
MA
288
MCF Advisors
Kentucky
$3K +$2.65K +120 New
LFG
289
LifePlan Financial Group
Ohio
$2K
S
290
SignatureFD
Georgia
$1K
CCT
291
Capital City Trust
Florida
$349
SG Americas Securities
292
SG Americas Securities
New York
-$2.93M -139,464 Closed
Rafferty Asset Management
293
Rafferty Asset Management
New York
-$2.18M -103,600 Closed
AG
294
Aperio Group
California
-$1.55M -73,600 Closed
CL
295
CIM LLC
New York
-$1.51M -71,860 Closed
TH
296
Timber Hill
Connecticut
-$1.45M -69,144 Closed
SBCM
297
Silver Bridge Capital Management
Massachusetts
-$1.1M -52,448 Closed
HAIM
298
Hunter Associates Investment Management
Pennsylvania
-$563K -26,828 Closed
GLA
299
Great Lakes Advisors
Illinois
-$466K -22,204 Closed
GH
300
GAM Holding
Switzerland
-$462K -22,000 Closed