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iShares S&P 500 Growth ETF

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 26

43% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 129

29% more funds holding in top 10

Funds holding in top 10: 5875 (+17)

23% more capital invested

Capital invested by funds: $7.04B → $8.64B (+$1.6B)

13% more funds holding

Funds holding: 424479 (+55)

12.82% more ownership

Funds ownership: 233.78%246.6% (+13%)

8% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $3.39M

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.57%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
351
Truepoint Inc
Ohio
$368K -$44.3K -1,524 -11%
CAG
352
Crestwood Advisors Group
Massachusetts
$366K -$16.9K -580 -4%
DBT
353
Dubuque Bank & Trust
Iowa
$364K +$172K +5,928 +89%
FWM
354
Frontier Wealth Management
Missouri
$361K -$194K -6,680 -35%
SC
355
Savant Capital
Illinois
$360K +$361K +12,424 New
CIA
356
Choate Investment Advisors
Massachusetts
$355K -$496K -17,072 -57%
Koshinski Asset Management
357
Koshinski Asset Management
Illinois
$350K -$22.6K -776 -6%
William Blair & Company
358
William Blair & Company
Illinois
$348K
WSFS
359
Wilmington Savings Fund Society
Delaware
$347K +$349K +11,988 New
CFA
360
Carroll Financial Associates
North Carolina
$343K
GS
361
Girard Securities
California
$343K +$344K +11,816 New
PWAP
362
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$917K -31,528 -73%
AFP
363
Ausdal Financial Partners
Iowa
$336K +$337K +11,592 New
VC
364
Vicus Capital
Pennsylvania
$334K +$57.2K +1,968 +21%
SFSIG
365
San Francisco Sentry Investment Group
California
$333K +$335K +11,512 New
BSB
366
Bangor Savings Bank
Maine
$332K
WA
367
WFG Advisors
Texas
$322K -$45.5K -1,564 -12%
VWM
368
Valley Wealth Managers
New Jersey
$321K
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$311K +$311K +10,684 New
CONA
370
Capital One National Association
New York
$310K +$311K +10,700 New
FNT
371
First National Trust
Pennsylvania
$301K -$1.86K -64 -0.6%
MCM
372
Murphy Capital Management
New Jersey
$300K -$11.6K -400 -4%
KT
373
Kanaly Trust
Texas
$298K +$215K +7,408 +255%
HW
374
Hedeker Wealth
Illinois
$295K +$297K +10,204 New
CCM
375
Condor Capital Management
New Jersey
$294K -$2.09K -72 -0.7%