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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
SAM
101
Silvercrest Asset Management
New York
$8.1M -$151K -4,980 -2%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$8.04M +$1.03M +34,000 +15%
KL
103
KWMG LLC
Kansas
$7.9M +$1.31M +43,184 +20%
SFI
104
SPC Financial Inc
Maryland
$7.82M -$88K -2,904 -1%
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$7.8M
CCM
106
CWH Capital Management
Washington
$7.76M -$35.2K -1,160 -0.5%
MGIA
107
Moneta Group Investment Advisors
Missouri
$7.68M +$647K +21,336 +9%
TWMH
108
Tiedemann Wealth Management Holdings
New York
$7.63M +$7.6M +250,880 New
NA
109
Nottingham Advisors
New York
$7.34M -$2.07M -68,176 -22%
AI
110
Atria Investments
North Carolina
$7.25M +$491K +16,204 +7%
MFS
111
MSI Financial Services
Massachusetts
$7.15M -$19.9K -656 -0.3%
BB
112
Busey Bank
Illinois
$7.1M -$106K -3,512 -1%
BlackRock
113
BlackRock
New York
$6.92M +$6.85M +226,016 +16,007%
HJA
114
Hugh Johnson Advisors
New York
$6.66M -$55.8K -1,840 -0.8%
TFCP
115
Twin Focus Capital Partners
Massachusetts
$6.6M +$4.62M +152,332 +236%
SCG
116
Sonata Capital Group
Washington
$6.56M +$25.6K +844 +0.4%
LIA
117
LBMC Investment Advisors
Tennessee
$6.52M -$1.08M -35,640 -14%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$6.18M +$994K +32,804 +19%
N
119
Natixis
France
$6.04M +$6.06M +200,000 New
ST
120
Smithfield Trust
Pennsylvania
$6.01M +$390K +12,864 +7%
DK
121
Darrell & King
Virginia
$5.95M -$1.14M -37,540 -16%
Northern Trust
122
Northern Trust
Illinois
$5.8M -$354K -11,676 -6%
PBO
123
Peoples Bank (Ohio)
Ohio
$5.71M -$61.1K -2,016 -1%
AIG
124
American International Group
New York
$5.63M +$2.18M +71,828 +63%
USAA
125
United Services Automobile Association
Texas
$5.52M -$740K -24,404 -12%