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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
CS
51
Credit Suisse
Switzerland
$23M -$326K -11,204 -1%
HNB
52
Huntington National Bank
Ohio
$22.8M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$22.7M +$4.21M +144,900 +23%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$22.7M +$3.04M +104,420 +15%
SGAM
55
Steinberg Global Asset Management
Florida
$19.2M -$189K -6,488 -1%
BF
56
BOK Financial
Oklahoma
$19.2M +$458K +15,756 +2%
AIG
57
American International Group
New York
$19M +$10.7M +367,972 +128%
LYV
58
Live Your Vision
Pennsylvania
$18.9M -$1.48M -50,968 -7%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$18.1M +$296K +10,184 +2%
MCM
60
MV Capital Management
Maryland
$18M +$1.36M +46,872 +8%
BCI
61
Brinker Capital Investments
Pennsylvania
$17.2M +$16.7M +575,176 +3,012%
EWMCB
62
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$17.1M +$54.2K +1,864 +0.3%
FFS
63
Founders Financial Securities
Maryland
$15.8M +$15.9M +546,524 New
IH
64
IFC Holdings
Florida
$15.6M +$3.33M +114,636 +27%
TAM
65
Todd Asset Management
Kentucky
$14.7M -$351K -12,080 -2%
RFC
66
Regions Financial Corp
Alabama
$14.6M +$1.51M +52,012 +11%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$14.1M +$548K +18,836 +4%
NSIM
68
North Star Investment Management
Illinois
$14.1M -$40.2K -1,384 -0.3%
RWG
69
Regal Wealth Group
California
$13.3M +$13.3M +459,216 New
PAIM
70
Punch & Associates Investment Management
Minnesota
$13M +$819K +28,164 +7%
SI
71
SII Investments
Wisconsin
$13M +$4.39M +150,964 +51%
SI
72
Stephens Inc
Arkansas
$12.7M -$2.14M -73,744 -14%
IFS
73
Ifrah Financial Services
Arkansas
$12.7M -$146K -5,012 -1%
TPWA
74
TRUE Private Wealth Advisors
Oregon
$12.6M +$12.7M +435,636 New
NPC
75
National Planning Corporation
California
$12.5M -$11.8M -406,852 -46%