We are live on ! Find out more
IVW icon

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
SFPM
476
Sensible Financial Planning & Management
Massachusetts
$15K
MIM
477
Macroview Investment Management
Maryland
$15K +$15.3K +504 New
CAPTRUST Financial Advisors
478
CAPTRUST Financial Advisors
North Carolina
$14K -$4K -132 -21%
EDRH
479
Edmond de Rothschild Holding
Switzerland
$12K
EDRS
480
Edmond de Rothschild (Suisse)
Switzerland
$12K
KKAMG
481
Kernodle & Katon Asset Management Group
Arkansas
$12K
LCM
482
Liberty Capital Management
Michigan
$12K +$12.1K +400 New
First Manhattan
483
First Manhattan
New York
$9K
ADL
484
Asset Dedication LLC
California
$6K
MI
485
Montage Investments
Kansas
$6K +$6.18K +204 New
MA
486
MCF Advisors
Kentucky
$5K
CFG
487
CKW Financial Group
Hawaii
$3K -$12.6K -416 -79%
BBHC
488
Brown Brothers Harriman & Co
New York
$3K -$3.4K -112 -50%
EWM
489
Endurance Wealth Management
Rhode Island
$3K
SIC
490
Salem Investment Counselors
North Carolina
$2.04K +$203K +6,700 New
GI
491
Gradient Investments
Minnesota
$2K
PWM
492
Perigon Wealth Management
California
$2K
HR
493
Howe & Rusling
New York
$1K +$1.21K +40 New
SBL
494
Sargent Bickham Lagudis
Colorado
$124 +$16.4K +540 +15%
SAS
495
Sage Advisory Services
Texas
-$53.6M -1,840,392 Closed
VanEck Associates
496
VanEck Associates
New York
-$20.5M -703,292 Closed
PAS
497
Park Avenue Securities
New York
-$17.4M -595,092 Closed
TRCT
498
Tower Research Capital (TRC)
New York
-$2.04M -70,100 Closed
PCM
499
Palouse Capital Management
Washington
-$520K -17,840 Closed
IPC
500
Independent Portfolio Consultants
Florida
-$442K -15,160 Closed