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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
MWAC
376
Mariner Wealth Advisors (Cincinnati)
Ohio
$261K +$260K +8,588 New
FPIS
377
Financial Planning & Information Services
Wisconsin
$258K
DIS
378
Diversified Investment Strategies
Louisiana
$257K -$10.3K -340 -4%
BOS
379
Bank of Stockton
California
$255K +$255K +8,400 New
AC
380
Alexandria Capital
Virginia
$253K
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$252K
AC
382
Addison Capital
Pennsylvania
$247K
BL
383
Balentine LLC
Georgia
$247K +$9.82K +324 +4%
CW
384
Cobiz Wealth
Colorado
$246K -$338K -11,152 -58%
CTA
385
Chesley Taft & Associates
Illinois
$246K
PL
386
Parthenon LLC
Kentucky
$246K
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K -$2.91M -95,884 -92%
LWM
388
LBA Wealth Management
Florida
$244K +$98.1K +3,236 +68%
BIM
389
Bridges Investment Management
Nebraska
$243K
HSBC Holdings
390
HSBC Holdings
United Kingdom
$243K
AFP
391
Ausdal Financial Partners
Iowa
$242K -$22.8K -752 -9%
RC
392
RegentAtlantic Capital
New Jersey
$242K +$242K +7,972 New
SFWA
393
Summit Financial Wealth Advisors
Louisiana
$240K
WIC
394
Whitegate Investment Counselors
New Hampshire
$237K +$236K +7,788 New
RG
395
Rikoon Group
New Mexico
$237K +$237K +7,804 New
PGA
396
Portland Global Advisors
Maine
$235K
FNBOO
397
First National Bank of Omaha
Nebraska
$230K +$229K +7,556 New
AF
398
Aldebaran Financial
$229K
WT
399
Whittier Trust
California
$225K
PPA
400
Parametric Portfolio Associates
Washington
$221K -$375K -12,372 -63%