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iShares S&P 500 Growth ETF

485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+6
Holders Change %
+1.25%
% of All Funds
12.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.92%
New
49
Increased
146
Reduced
198
Closed
39
Calls
$25.2M
Puts
$5.71M
Net Calls
+$19.5M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
401
HSBC Holdings
United Kingdom
$232K
BIM
402
Bridges Investment Management
Nebraska
$232K
NPF
403
Norris Perne & French
Michigan
$232K
SMH
404
Sanders Morris Harris
Texas
$231K +$231K +8,004 New
SFWA
405
Summit Financial Wealth Advisors
Louisiana
$229K
GA
406
Geneva Advisors
Illinois
$228K +$5.22K +180 +2%
PGA
407
Portland Global Advisors
Maine
$223K
MC
408
Moors & Cabot
Massachusetts
$222K +$222K +7,668 New
AF
409
Aldebaran Financial
$218K
WT
410
Whittier Trust
California
$214K
SG Americas Securities
411
SG Americas Securities
New York
$210K -$4.89M -169,084 -96%
CTC
412
Central Trust Company
Missouri
$210K
MM
413
Meridian Management
Arkansas
$209K
IFA
414
Interactive Financial Advisors
Illinois
$206K -$116 -4 -0.1%
EFS
415
Essex Financial Services
Connecticut
$206K
CG
416
Corundum Group
Colorado
$201K +$201K +6,924 New
CCM
417
Covington Capital Management
California
$200K -$28.9K -1,000 -13%
BP
418
Ballentine Partners
Massachusetts
$178K +$178K +6,128 New
RBC
419
Roble Belko & Company
Pennsylvania
$163K
GWM
420
Gupta Wealth Management
California
$162K -$119K -4,120 -42%
JGIA
421
Jackson Grant Investment Advisers
Connecticut
$155K +$695 +24 +0.5%
MFT
422
Moisand Fitzgerald Tamayo
Florida
$153K
LWA
423
Lowe Wealth Advisors
Maryland
$145K
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$139K -$1.74K -60 -1%
LWM
425
LBA Wealth Management
Florida
$138K -$11K -380 -7%