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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
PGA
401
Portland Global Advisors
Maine
$223K
GA
402
Geneva Advisors
Illinois
$222K +$223K +7,676 New
UBS AM
403
UBS AM
Illinois
$222K +$223K +7,684 New
OC
404
Oakworth Capital
Alabama
$216K +$216K +7,444 New
AF
405
Aldebaran Financial
$214K
WT
406
Whittier Trust
California
$214K
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$211K +$212K +7,280 New
CTC
408
Central Trust Company
Missouri
$210K +$14.8K +508 +8%
AW
409
ACG Wealth
Georgia
$209K +$210K +7,216 New
MM
410
Meridian Management
Arkansas
$208K +$209K +7,200 New
IFA
411
Interactive Financial Advisors
Illinois
$206K -$3.14K -108 -1%
EFS
412
Essex Financial Services
Connecticut
$205K +$206K +7,096 New
NAM
413
North American Management
Massachusetts
$203K -$87.2K -3,000 -30%
FPFS
414
First Personal Financial Services
North Carolina
$195K -$15.1K -520 -7%
KIG
415
Kessler Investment Group
Indiana
$174K -$5.23K -180 -3%
RBC
416
Roble Belko & Company
Pennsylvania
$162K
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$154K +$155K +5,332 New
MFT
418
Moisand Fitzgerald Tamayo
Florida
$153K +$154K +5,292 New
BC
419
Bartlett & Co
Ohio
$149K +$41.7K +1,436 +39%
LWM
420
LBA Wealth Management
Florida
$149K +$73.4K +2,524 +96%
LWA
421
Lowe Wealth Advisors
Maryland
$145K
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$140K +$130K +4,456 +1,148%
QAM
423
QCI Asset Management
New York
$137K
CGH
424
Cleary Gull Holdings
Wisconsin
$135K
ADL
425
Asset Dedication LLC
California
$135K +$136K +4,672 New