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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: 29 → 35 (+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: 279 → 289 (+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
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$57.1M |
| 2 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$55.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$26.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$18.4M |
| 2 |
Citigroup
New York
|
-$17.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.2M |
| 5 |
WT
Wilmington Trust
Wilmington,
Delaware
|
-$9.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
William Blair & Company
Chicago,
Illinois
| – | -$219K | -10,472 | Closed |
|
|
CW
302
Cobiz Wealth
Denver,
Colorado
| – | -$109K | -5,168 | Closed |
|
|
T
303
Thomaspartners
Boston,
Massachusetts
| – | -$59K | -2,820 | Closed |
|
|
ECAM
304
East Coast Asset Management
Essex,
Massachusetts
| – | -$35K | -1,680 | Closed |
|
|
BWM
305
Baystate Wealth Management
Boston,
Massachusetts
| – | -$18K | -864 | Closed |
|
|
OWP
306
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$13K | -628 | Closed |
|
|
HHGA
307
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$5K | -220 | Closed |
|