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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
GIA
51
GHP Investment Advisors
Colorado
$10.5M +$145K +6,556 +1%
ECM
52
Evergreen Capital Management
Washington
$10.3M -$411K -18,632 -4%
NSIM
53
North Star Investment Management
Illinois
$10.3M +$273K +12,352 +3%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$10.1M -$23.7K -1,072 -0.2%
BTS
55
BB&T Securities
Virginia
$9.64M +$736K +33,352 +340%
V
56
Veritable
Delaware
$8.63M -$152K -6,900 -2%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$8.25M -$10.2M -463,236 -56%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$8.17M +$407K +18,428 +5%
SAM
59
Silvercrest Asset Management
New York
$7.88M +$146K +6,600 +2%
FTIOP
60
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.62M +$579K +26,252 +8%
MBT
61
Monroe Bank & Trust
Michigan
$7.57M +$1.36M +61,828 +22%
Ameriprise
62
Ameriprise
Minnesota
$7.16M +$3.32M +150,320 +88%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$6.95M +$3.18M +143,996 +86%
NG
64
NatWest Group
United Kingdom
$6.78M -$685K -31,016 -9%
GT
65
Greenleaf Trust
Michigan
$6.78M +$286K +12,956 +4%
CC
66
Cadinha & Co
Hawaii
$6.76M -$257K -11,628 -4%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$6.38M +$811K +36,740 +15%
LIA
68
LBMC Investment Advisors
Tennessee
$6.36M -$128K -5,792 -2%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.26M +$4.6M +208,452 +291%
EFSCE
70
Enterprise Financial Services Corp (EFSC)
Missouri
$6.25M +$111K +5,024 +2%
AT
71
Arvest Trust
Oklahoma
$6.16M +$42.6K +1,928 +0.7%
WF
72
WealthTrust Fairport
Ohio
$6.1M +$20.4K +924 +0.3%
Truist Financial
73
Truist Financial
North Carolina
$5.89M +$51.2K +2,320 +0.9%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$5.88M +$1.9M +85,964 +49%
TF
75
Tompkins Financial
New York
$5.8M +$153K +6,940 +3%