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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
JWBC
301
J.W. Burns & Co
New York
$578K -$24.3K -800 -4%
NDSI
302
Newman Dignan & Sheerar Inc
Rhode Island
$573K -$19K -628 -3%
SWPG
303
Strategic Wealth Partners Group
Illinois
$566K +$78.9K +2,604 +16%
WA
304
Wealth Architects
California
$565K
AI
305
Accredited Investors
Minnesota
$559K
MBT
306
Montecito Bank & Trust
California
$559K
SFA
307
Sequoia Financial Advisors
Ohio
$555K -$1.38M -45,684 -71%
FMBTD
308
First Midwest Bank Trust Division
Illinois
$554K +$552K +18,220 New
DE
309
Day & Ennis
Georgia
$540K +$63.9K +2,108 +13%
BA
310
Boston Advisors
Massachusetts
$538K
IB
311
Intrust Bank
Kansas
$537K
FWCM
312
Ferguson Wellman Capital Management
Oregon
$534K +$532K +17,552 New
Lazard Asset Management
313
Lazard Asset Management
New York
$531K
IIC
314
Integrated Investment Consultants
Michigan
$529K +$45.2K +1,492 +9%
AllianceBernstein
315
AllianceBernstein
Tennessee
$525K -$4.24K -140 -0.8%
WAM
316
Wallington Asset Management
Indiana
$523K
OC
317
Oakworth Capital
Alabama
$519K +$146K +4,816 +39%
SWA
318
SFMG Wealth Advisors
Texas
$517K
SHGA
319
Sand Hill Global Advisors
California
$514K
AT
320
Arden Trust
Delaware
$509K +$507K +16,728 New
OWD
321
Osborn Williams & Donohoe
Ohio
$508K -$72.8K -2,400 -13%
MWM
322
Mission Wealth Management
California
$503K
VKH
323
Virtu KCG Holdings
New York
$501K -$633K -20,868 -56%
NCM
324
Neumann Capital Management
California
$501K
CCT
325
Capital City Trust
Florida
$476K