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iShares S&P 500 Growth ETF

289 hedge funds and large institutions have $4.54B invested in iShares S&P 500 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

12.03% more ownership

Funds ownership: 220.18%232.22% (+12%)

9% more capital invested

Capital invested by funds: $4.18B → $4.54B (+$363M)

4% more funds holding

Funds holding: 279289 (+10)

41% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $17.9M

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
9.37%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
1.13%
New
30
Increased
121
Reduced
89
Closed
17
Calls
$10.6M
Puts
$17.9M
Net Calls
-$7.26M
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$31.5M -$7.51M -340,244 -19%
FBNAT
27
FirstMerit Bank N.A. Trustee
Ohio
$30.9M -$252K -11,420 -0.8%
MA
28
MUFG Americas
New York
$28.7M +$1.09M +49,428 +4%
US Bancorp
29
US Bancorp
Minnesota
$28.6M +$3.85M +174,484 +16%
TAT
30
TD Ameritrade Trust
Colorado
$26.1M -$150K -6,812 -0.6%
HNB
31
Huntington National Bank
Ohio
$25.6M
BCI
32
Brinker Capital Investments
Pennsylvania
$24.3M +$211K +9,564 +0.9%
Goldman Sachs
33
Goldman Sachs
New York
$22M +$4.54M +205,776 +26%
1IA
34
1834 Investment Advisors
Wisconsin
$20.1M -$449K -20,352 -2%
CC
35
Courier Capital
New York
$20M +$64.5K +2,920 +0.3%
BF
36
BOK Financial
Oklahoma
$19.9M +$367K +16,636 +2%
LYV
37
Live Your Vision
Pennsylvania
$18.7M -$105K -4,736 -0.6%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$17.4M +$14.1M +639,352 +456%
TAM
39
Todd Asset Management
Kentucky
$16.6M -$625K -28,320 -4%
Comerica Bank
40
Comerica Bank
Texas
$16.3M +$561K +25,416 +4%
AWM
41
Affinity Wealth Management
Delaware
$15.3M -$478K -21,668 -3%
SGAM
42
Steinberg Global Asset Management
Florida
$14.6M -$441K -19,964 -3%
RJA
43
Raymond James & Associates
Florida
$14.5M +$4.71M +213,348 +49%
BAAM
44
Baker Avenue Asset Management
California
$14.1M +$12.7M +575,364 +1,019%
PAIM
45
Punch & Associates Investment Management
Minnesota
$13.5M -$60.1K -2,724 -0.4%
Prudential Financial
46
Prudential Financial
New Jersey
$13.1M +$221K +10,000 +2%
CAL
47
Capital Analysts LLC
Pennsylvania
$12.7M +$823K +37,300 +7%
RFC
48
Regions Financial Corp
Alabama
$12.5M -$185K -8,372 -1%
Deutsche Bank
49
Deutsche Bank
Germany
$11.8M +$8.2M +371,380 +239%
IFS
50
Ifrah Financial Services
Arkansas
$11.7M +$11.6M +523,824 New