We are live on ! Find out more
IVW icon

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
TIA
326
Tiemann Investment Advisors
California
$469K -$43.6K -1,440 -9%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$467K -$53K -1,748 -10%
SFG
328
SNS Financial Group
Minnesota
$462K
BAAM
329
Baker Avenue Asset Management
California
$456K -$57K -1,880 -11%
CT
330
Cambridge Trust
Massachusetts
$453K +$44.9K +1,480 +11%
CAM
331
Cubic Asset Management
Massachusetts
$450K
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$436K +$163K +5,384 +60%
LWM
333
Lenox Wealth Management
Ohio
$430K
CA
334
Cambridge Advisors
Nebraska
$422K
ST
335
Sageworth Trust
Pennsylvania
$421K
BAM
336
Berkshire Asset Management
Pennsylvania
$411K
FWM
337
Frontier Wealth Management
Missouri
$403K -$5.33K -176 -1%
SPWA
338
SteelBridge Private Wealth Advisors
Florida
$403K
TFO
339
Tarbox Family Office
California
$400K -$25.6K -844 -6%
MCTIC
340
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$392K
SIC
341
Sigma Investment Counselors
Michigan
$389K -$34K -1,120 -8%
VWA
342
V Wealth Advisors
Kansas
$387K +$30.1K +992 +8%
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$380K +$101K +3,348 +35%
PFM
344
Parsec Financial Management
North Carolina
$379K +$115K +3,784 +44%
WCM
345
Wealthcare Capital Management
Virginia
$377K
WSFS
346
Wilmington Savings Fund Society
Delaware
$365K
DAS
347
Dynamic Advisor Solutions
Arizona
$365K +$61.5K +2,028 +20%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$365K +$72.1K +2,380 +25%
AFG
349
Albion Financial Group
Utah
$364K
CFA
350
Carroll Financial Associates
North Carolina
$360K