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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
GIA
76
GHP Investment Advisors
Colorado
$12M -$9.65K -332 -0.1%
BTS
77
BB&T Securities
Virginia
$12M +$11.2M +385,688 +1,392%
Citigroup
78
Citigroup
New York
$11.9M +$365K +12,560 +3%
FA
79
FDx Advisors
Illinois
$11.8M +$11.1M +382,488 +1,459%
ECM
80
Evergreen Capital Management
Washington
$11.7M -$325K -11,168 -3%
PCTC
81
Perkins Coie Trust Company
Washington
$11.5M +$198K +6,816 +2%
MBT
82
Monroe Bank & Trust
Michigan
$11.3M +$802K +27,576 +8%
Comerica Bank
83
Comerica Bank
Texas
$11.1M +$587K +20,192 +5%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$10.9M +$2.6M +89,336 +31%
PAG
85
Private Advisor Group
New Jersey
$10.8M +$2.17M +74,744 +25%
CL
86
Choreo LLC
Illinois
$10.8M +$345K +11,876 +3%
FAAS
87
First Allied Advisory Services
California
$10.6M +$4.43M +152,420 +71%
PAS
88
Park Avenue Securities
New York
$10.6M +$4.98M +171,424 +89%
SPC
89
Sigma Planning Corp
Michigan
$10.4M +$5.54M +190,524 +114%
WF
90
WealthTrust Fairport
Ohio
$10.3M +$695K +23,900 +7%
ABTD
91
Arvest Bank Trust Division
Oklahoma
$9.86M +$319K +10,984 +3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$9.77M -$58.4K -2,008 -0.6%
CCM
93
CWH Capital Management
Washington
$9.46M +$70.7K +2,432 +0.7%
FWP
94
FAS Wealth Partners
Kansas
$9.46M +$143K +4,904 +2%
CFA
95
Cahill Financial Advisors
Minnesota
$9.05M +$49.1K +1,688 +0.5%
AI
96
Atria Investments
North Carolina
$9.04M +$2.6M +89,360 +37%
TCM
97
Traynor Capital Management
Pennsylvania
$9.01M +$833K +28,640 +10%
V
98
Veritable
Delaware
$8.87M
SAM
99
Silvercrest Asset Management
New York
$8.36M -$1.29M -44,260 -13%
Mariner
100
Mariner
Kansas
$8.33M +$3.3M +113,648 +65%