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iShares S&P 500 Growth ETF

401 hedge funds and large institutions have $7.25B invested in iShares S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+54
Holders Change %
+15.56%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
1.49%
New
75
Increased
144
Reduced
114
Closed
16
Calls
$2.73M
Puts
$1.69M
Net Calls
+$1.04M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
376
Joel Isaacson & Co
New York
$41K
BKA
377
Brick & Kyle Associates
Pennsylvania
$41K +$41K +1,476 New
WA
378
Waverly Advisors
Alabama
$35K +$110 +4 +0.3%
RMAM
379
Raab & Moskowitz Asset Management
New Jersey
$34K +$34K +1,224 New
RFS
380
Rockefeller Financial Services
New York
$33K
UFA
381
US Financial Advisors
Massachusetts
$32K +$32K +1,140 New
QAM
382
QCI Asset Management
New York
$22K +$22K +780 New
CFN
383
Cordasco Financial Network
Florida
$21K
MAM
384
Meeder Asset Management
Ohio
$20K
Bessemer Group
385
Bessemer Group
New Jersey
$18K +$18K +648 New
First Manhattan
386
First Manhattan
New York
$17K
KPCM
387
Kings Point Capital Management
New York
$17K
GC
388
Guggenheim Capital
Illinois
$16K -$739K -26,612 -98%
CFG
389
CKW Financial Group
Hawaii
$15K
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +496 New
TIM
391
Tortoise Investment Management
New York
$13K
CHP
392
Cable Hill Partners
Oregon
$13K +$13K +476 New
CIM
393
Contravisory Investment Management
Massachusetts
$11K
EMA
394
Efficient Market Advisors
California
$11K
SEI Investments
395
SEI Investments
Pennsylvania
$10K +$10K +324 New
CFA
396
Camarda Financial Advisors
Florida
$9K
NG
397
NatWest Group
United Kingdom
$7.57K +$101 +3,612 +1%
CWM
398
Catamount Wealth Management
Connecticut
$7K +$7K +240 New
Manulife (Manufacturers Life Insurance)
399
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.14K -$117 -4,192 -4%
MA
400
MCF Advisors
Kentucky
$3K