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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
VWM
351
Valley Wealth Managers
New Jersey
$359K +$24.1K +796 +7%
BSB
352
Bangor Savings Bank
Maine
$349K
CAG
353
Crestwood Advisors Group
Massachusetts
$347K -$18.2K -600 -5%
GS
354
Girard Securities
California
$345K +$82.9K +2,736 +32%
VC
355
Vicus Capital
Pennsylvania
$334K +$333K +10,980 New
SWA
356
Sutton Wealth Advisors
Florida
$332K
CCM
357
Condor Capital Management
New Jersey
$330K +$4.61K +152 +1%
SBSB
358
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K +$328K +10,808 New
PAG
359
Pinnacle Advisory Group
Maryland
$328K -$479K -15,792 -59%
HSA
360
HBK Sorce Advisory
Pennsylvania
$328K +$6.79K +224 +2%
EFS
361
Essex Financial Services
Connecticut
$327K +$326K +10,764 New
CONA
362
Capital One National Association
New York
$324K
EP
363
Edgestream Partners
New Jersey
$320K +$319K +10,520 New
MCM
364
Murphy Capital Management
New Jersey
$304K
AF
365
Alerus Financial
North Dakota
$296K
CPO
366
Cerity Partners OCIO
New York
$288K -$2.18K -72 -0.8%
BFG
367
Beacon Financial Group
Texas
$287K
SWP
368
Stratos Wealth Partners
Ohio
$287K +$35.8K +1,180 +14%
YP
369
Yellowstone Partners
Idaho
$278K +$277K +9,152 New
WA1
370
Wimmer Associates 1
California
$277K
HCM
371
Hollencrest Capital Management
California
$272K
SC
372
Savant Capital
Illinois
$271K
GA
373
Geneva Advisors
Illinois
$269K -$38.4K -1,268 -13%
HCM
374
Harvey Capital Management
Florida
$267K
CWM
375
Connecticut Wealth Management
Connecticut
$265K +$266K +8,760 New