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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$2.01M +$1.98M +89,900 New
VFS
127
VSR Financial Services
Kansas
$1.99M +$95.8K +4,340 +5%
ACM
128
Ashford Capital Management
Delaware
$1.96M +$782K +35,444 +68%
TA
129
Tiedemann Advisors
New York
$1.94M
EB
130
Eastern Bank
Massachusetts
$1.92M -$103K -4,660 -5%
PSUF
131
People's United Financial
Connecticut
$1.88M +$28.9K +1,308 +2%
BIM
132
BlackRock Investment Management
Delaware
$1.86M +$192K +8,680 +12%
SI
133
SII Investments
Wisconsin
$1.79M +$250K +11,332 +17%
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$1.73M -$15.5K -700 -0.9%
UBWV
135
United Bank (West Virginia)
West Virginia
$1.72M
SNT
136
Security National Trust
West Virginia
$1.67M -$82.6K -3,740 -5%
TNBTD
137
Trustmark National Bank Trust Department
Mississippi
$1.65M
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1.61M +$163K +7,392 +11%
SI
139
Stephens Inc
Arkansas
$1.6M +$881K +39,932 +125%
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$1.58M +71,772 New
PWAP
141
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.59M +$70.2K +3,180 +5%
AIS
142
American Investment Services
Massachusetts
$1.53M -$4.42K -200 -0.3%
FBA
143
Front Barnett Associates
Illinois
$1.47M +$643K +29,120 +80%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.42M +$40.8K +1,848 +3%
ST
145
Sentinel Trust
Texas
$1.37M -$152K -6,880 -10%
EWM
146
Evercore Wealth Management
New York
$1.33M
BHWM
147
Bar Harbor Wealth Management
New Hampshire
$1.3M -$6.18K -280 -0.5%
FAAS
148
First Allied Advisory Services
California
$1.29M +$255K +11,568 +25%
1GA
149
1st Global Advisors
Texas
$1.29M +$54.6K +2,472 +4%
AMG
150
Asset Management Group
Connecticut
$1.28M -$33K -1,496 -3%