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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
JFGIW
426
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K
LWA
427
Lenox Wealth Advisors
New York
$129K
Barclays
428
Barclays
United Kingdom
$128K
CG
429
Cutler Group
California
$124K +$124K +4,088 +20,440%
WIC
430
Woodmont Investment Counsel
Tennessee
$122K -$255K -8,400 -68%
AIM
431
Advantage Investment Management
Iowa
$119K -$10.2K -336 -8%
FTUS
432
Flow Traders U.S.
New York
$113K +$113K +3,728 New
PG
433
Patten Group
Tennessee
$104K -$6.06K -200 -5%
RWA
434
Ropes Wealth Advisors
Massachusetts
$102K +$101K +3,344 New
BA
435
BKS Advisors
Michigan
$100K +$99.8K +3,292 New
KT
436
Kanaly Trust
Texas
$88K -$191K -6,312 -69%
PMFA
437
Plante Moran Financial Advisors
Michigan
$87K
TIM
438
Tortoise Investment Management
New York
$84K +$48.5K +1,600 +138%
BAM
439
Barrett Asset Management
New York
$81K
TDC
440
Thompson Davis & Co
Virginia
$80K -$9.09K -300 -10%
MWP
441
MYCIO Wealth Partners
Pennsylvania
$74K
BCI
442
Brinker Capital Investments
Pennsylvania
$73K -$16.3M -538,892 -100%
RFA
443
Reilly Financial Advisors
California
$73K
JWA
444
JFS Wealth Advisors
Pennsylvania
$72K
HIIFS
445
Harel Insurance Investments & Financial Services
Israel
$70K
WEC
446
Winslow Evans & Crocker
Massachusetts
$67.3K
PAI
447
Pittenger & Anderson Inc
Nebraska
$65K +$64.6K +2,132 New
AF
448
Allworth Financial
California
$60K +$49.3K +1,628 +468%
GAM
449
Gemmer Asset Management
California
$59K +$243 +8 +0.4%
CBT
450
Central Bank & Trust
Kentucky
$56K +$55.9K +1,844 New