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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
SMA
26
Simply Money Advisors
Ohio
$53.4M -$2.79M -92,176 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$53M +$758K +25,008 +1%
RJA
28
Raymond James & Associates
Florida
$52.5M +$2.45M +80,660 +5%
FHB
29
First Hawaiian Bank
Hawaii
$47.5M -$1.59M -52,420 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$44.4M -$47.4M -1,563,324 -52%
CC
31
Courier Capital
New York
$43.4M +$5.97M +196,792 +16%
US Bancorp
32
US Bancorp
Minnesota
$41.4M +$3.97M +131,116 +11%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.9M +$1.63M +53,880 +5%
FA
34
FCG Advisors
New Jersey
$36.8M -$7.36M -242,728 -17%
JP Morgan Chase
35
JP Morgan Chase
New York
$33.2M +$556K +18,356 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$32.9M -$534K -17,612 -2%
Goldman Sachs
37
Goldman Sachs
New York
$31.7M -$36.6M -1,208,432 -54%
1IA
38
1834 Investment Advisors
Wisconsin
$28.6M -$88.1K -2,908 -0.3%
AIP
39
Ameritas Investment Partners
Nebraska
$26.9M +$202K +6,660 +0.8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$25.9M -$15M -496,004 -37%
MIAN
41
Mariner Independent Advisor Network
Kansas
$25.7M -$1.42M -46,796 -5%
BOH
42
Bank of Hawaii
Hawaii
$23.9M +$22.4M +740,236 +1,606%
MA
43
MUFG Americas
New York
$23.9M -$1.65M -54,396 -6%
MMA
44
Miracle Mile Advisors
California
$23.6M +$3.95M +130,384 +20%
CAL
45
Capital Analysts LLC
Pennsylvania
$23.6M +$2.63M +86,700 +13%
SEI Investments
46
SEI Investments
Pennsylvania
$23.5M +$1.03M +34,072 +5%
IH
47
IFC Holdings
Florida
$22.6M +$2.19M +72,228 +11%
TAT
48
TD Ameritrade Trust
Colorado
$21.9M -$714K -23,564 -3%
SI
49
SII Investments
Wisconsin
$21.8M +$3.58M +118,160 +20%
Mariner
50
Mariner
Kansas
$20.2M +$2.47M +81,604 +14%