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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
Goldman Sachs
26
Goldman Sachs
New York
$54.9M +$23.4M +806,516 +74%
CCMG
27
Clark Capital Management Group
Pennsylvania
$53.4M -$3.22M -110,600 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$51.9M +$15M +514,532 +40%
FIG
29
FundX Investment Group
California
$51.5M +$3.81M +130,964 +8%
FHB
30
First Hawaiian Bank
Hawaii
$50.4M -$1.49M -51,100 -3%
SAS
31
Sage Advisory Services
Texas
$50.1M +$50.3M +1,729,944 New
RJA
32
Raymond James & Associates
Florida
$49.8M +$12.4M +426,484 +33%
Ameriprise
33
Ameriprise
Minnesota
$46.1M +$3.86M +132,660 +9%
TT
34
Tiedemann Trust
Delaware
$44.2M -$94.7M -3,259,004 -68%
QA
35
Quantitative Advantage
Minnesota
$39.3M +$39.5M +1,358,976 New
MMA
36
Miracle Mile Advisors
California
$37.5M -$973K -33,476 -3%
FBNAT
37
FirstMerit Bank N.A. Trustee
Ohio
$35.9M -$285K -9,792 -0.8%
CC
38
Courier Capital
New York
$33.1M +$6.25M +214,888 +23%
US Bancorp
39
US Bancorp
Minnesota
$32.8M -$1.99M -68,432 -6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$29.8M -$842K -28,960 -3%
BIM
41
BlackRock Investment Management
Delaware
$29.1M +$19.6M +675,796 +205%
JP Morgan Chase
42
JP Morgan Chase
New York
$28.6M +$3.58M +123,112 +14%
SEI Investments
43
SEI Investments
Pennsylvania
$27.9M +$20.6M +709,828 +281%
1IA
44
1834 Investment Advisors
Wisconsin
$27.8M +$478K +16,448 +2%
MA
45
MUFG Americas
New York
$26.7M -$5.89M -202,516 -18%
CAL
46
Capital Analysts LLC
Pennsylvania
$26M +$2.13M +73,360 +9%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M +$6.18M +212,656 +33%
AIP
48
Ameritas Investment Partners
Nebraska
$23.9M -$1.36M -46,628 -5%
BAAM
49
Baker Avenue Asset Management
California
$23.7M +$995K +34,220 +4%
TAT
50
TD Ameritrade Trust
Colorado
$23.1M -$1.03M -35,596 -4%