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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
PFG
126
Pacific Financial Group
Washington
$6.17M +$1.74M +59,908 +39%
IA
127
IndexIQ Advisors
New York
$6.05M +$6.04M +207,856 +17,037%
TAIM
128
TD Ameritrade Investment Management
Nebraska
$6.05M -$904K -31,092 -13%
USAA
129
United Services Automobile Association
Texas
$5.96M
GT
130
Greenleaf Trust
Michigan
$5.84M +$3.88M +133,620 +196%
ANB
131
Amarillo National Bank
Texas
$5.74M -$3.95M -135,980 -41%
FHC
132
First Heartland Consultants
Missouri
$5.73M +$3.5M +120,552 +156%
SS
133
Simplicity Solutions
Minnesota
$5.72M +$5.75M +197,632 New
MGIA
134
Moneta Group Investment Advisors
Missouri
$5.62M -$61.9K -2,128 -1%
AII
135
AGF Investments Inc
Ontario, Canada
$5.6M -$395K -13,592 -7%
CWM
136
Cranbrook Wealth Management
Michigan
$5.56M -$117K -4,024 -2%
SAM
137
Securian Asset Management
Minnesota
$5.52M +$1.76M +60,400 +46%
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$5.51M -$16K -552 -0.3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$5.39M +$1.57M +53,908 +41%
CG
140
Colony Group
Massachusetts
$5.22M +$241K +8,280 +5%
UB
141
UMB Bank
Missouri
$5.17M +$5.2M +178,704 New
SG Americas Securities
142
SG Americas Securities
New York
$5.11M +$2.09M +71,860 +69%
CBU
143
CIBC Bank USA
Illinois
$4.91M -$817K -28,100 -14%
AIM
144
Acropolis Investment Management
Missouri
$4.9M -$113K -3,900 -2%
VanEck Associates
145
VanEck Associates
New York
$4.87M +$4.89M +168,288 New
NB
146
Nicolet Bankshares
Wisconsin
$4.75M +$5.03M +173,196 New
ST
147
Smithfield Trust
Pennsylvania
$4.68M -$104K -3,580 -2%
CK
148
Carnick & Kubik
Colorado
$4.35M +$890K +30,632 +26%
SEIA
149
Signature Estate & Investment Advisors
California
$4.33M -$4.7M -161,592 -52%
JIC
150
Johnson Investment Counsel
Ohio
$4.24M +$3.69M +126,852 +648%