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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
UB
76
UMB Bank
Missouri
$11.8M +$33K +1,088 +0.3%
ECM
77
Evergreen Capital Management
Washington
$11.7M -$188K -6,200 -2%
WP
78
WealthPLAN Partners
Nebraska
$11.6M +$10.5M +346,464 +889%
SI
79
Stephens Inc
Arkansas
$11.5M +$398K +13,116 +4%
ICOA
80
Investment Centers of America
North Dakota
$11.4M +$1.4M +46,120 +14%
CFA
81
Cahill Financial Advisors
Minnesota
$11.2M +$633K +20,892 +6%
CL
82
Choreo LLC
Illinois
$11.2M -$125K -4,120 -1%
WF
83
WealthTrust Fairport
Ohio
$11M -$174K -5,732 -2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$11M +$412K +13,584 +4%
FFS
85
Founders Financial Securities
Maryland
$10.9M +$2.27M +74,956 +26%
IA
86
Independence Advisors
Pennsylvania
$10.8M -$257K -8,480 -2%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$10.8M -$234K -7,720 -2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$10.7M -$338K -11,160 -3%
Citigroup
89
Citigroup
New York
$10.2M +$237K +7,804 +2%
PAG
90
Private Advisor Group
New Jersey
$10.1M -$49.2K -1,624 -0.5%
BCM
91
Brookstone Capital Management
Illinois
$9.64M +$4.06M +134,032 +73%
GWA
92
Guidant Wealth Advisors
Illinois
$9.52M +$9.55M +315,056 New
V
93
Veritable
Delaware
$9.31M -$10.1K -332 -0.1%
WB
94
WesBanco Bank
West Virginia
$9.28M +$1.43M +47,132 +18%
CIR
95
Clear Investment Research
Georgia
$9.16M +$5.25M +173,272 +136%
IFS
96
Ifrah Financial Services
Arkansas
$9.13M -$98.9K -3,264 -1%
TCM
97
Traynor Capital Management
Pennsylvania
$8.46M +$12.6K +416 +0.1%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$8.18M +$5.95M +196,400 +271%
Comerica Bank
99
Comerica Bank
Texas
$8.16M +$1.23M +40,664 +18%
EDRIA
100
Edmonds Duncan Registered Investment Advisors
Kansas
$8.1M -$30.4K -1,004 -0.4%