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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
EWM
451
Elite Wealth Management
Washington
$54K +$53.7K +1,772 New
BKA
452
Brick & Kyle Associates
Pennsylvania
$53K
JIC
453
Joel Isaacson & Co
New York
$52K
AA
454
Apriem Advisors
California
$46K +$46.1K +1,520 New
CHC
455
City Holding Co
West Virginia
$44K
CB
456
Community Bank
New York
$43K +$3.4K +112 +9%
MFW
457
Mosaic Family Wealth
Missouri
$40K
MWM
458
MinichMacGregor Wealth Management
New York
$39K
ACM
459
Armbruster Capital Management
New York
$37K
AA
460
AlphaMark Advisors
Kentucky
$34K
Bessemer Group
461
Bessemer Group
New Jersey
$29K +$29.2K +964 New
APSP
462
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K
SAM
463
Shamrock Asset Management
Texas
$27K -$381K -12,556 -93%
CA
464
CapWealth Advisors
Tennessee
$26K
WAM
465
Wolverine Asset Management
Illinois
$25K -$31.2K -1,028 -55%
AF
466
Arrow Financial
New York
$24K
CPIG
467
Chicago Partners Investment Group
Illinois
$24K
IWMPD
468
Integrated Wealth Management (Palm Desert)
California
$23K -$14.1K -464 -38%
MAM
469
Meeder Asset Management
Ohio
$22K
ACS
470
Archford Capital Strategies
Illinois
$21K
WTB
471
Washington Trust Bank
Washington
$21K
CWM
472
Catamount Wealth Management
Connecticut
$20K +$20.5K +676 New
KPCM
473
Kings Point Capital Management
New York
$18K
HDIM
474
Hanson & Doremus Investment Management
Vermont
$18K +$18.1K +596 New
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$17K -$39.3K -1,296 -69%