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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
ABTD
126
Arvest Bank Trust Division
Oklahoma
$5.51M -$116K -3,832 -2%
CWM
127
Cranbrook Wealth Management
Michigan
$5.5M -$177K -5,840 -3%
TW
128
Transform Wealth
Colorado
$5.38M +$376K +12,400 +8%
SAM
129
Securian Asset Management
Minnesota
$5.37M +$267K +8,800 +5%
ANB
130
Amarillo National Bank
Texas
$5.33M +$219K +7,232 +4%
TAIM
131
TD Ameritrade Investment Management
Nebraska
$5.13M -$131K -4,312 -2%
CFG
132
Citizens Financial Group
Rhode Island
$5.13M -$753K -24,856 -13%
CG
133
Colony Group
Massachusetts
$5.1M -$129K -4,240 -2%
NB
134
Nicolet Bankshares
Wisconsin
$5.08M -$198K -6,516 -4%
CBU
135
CIBC Bank USA
Illinois
$5.05M
RBC
136
Ronald Blue & Co
Georgia
$4.99M +$1.82M +60,128 +58%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$4.96M -$290K -9,568 -6%
AIM
138
Acropolis Investment Management
Missouri
$4.84M -$127K -4,200 -3%
JIC
139
Johnson Investment Counsel
Ohio
$4.61M +$21.3K +704 +0.5%
FTS
140
Fifth Third Securities
Ohio
$4.56M -$79.8K -2,632 -2%
MCM
141
MAI Capital Management
Ohio
$4.48M +$459K +15,148 +11%
SEIA
142
Signature Estate & Investment Advisors
California
$4.45M -$305K -10,052 -6%
IA
143
IndexIQ Advisors
New York
$4.43M -$1.47M -48,656 -25%
SGCA
144
Steel Grove Capital Advisors
Tennessee
$4.43M +$14.4K +476 +0.3%
FBA
145
Front Barnett Associates
Illinois
$3.72M -$66.7K -2,200 -2%
UBV
146
United Bank (Virginia)
Virginia
$3.67M
JFA
147
Johanson Financial Advisors
California
$3.67M +$96.4K +3,180 +3%
Millennium Management
148
Millennium Management
New York
$3.63M +$919K +30,324 +34%
FHC
149
First Heartland Consultants
Missouri
$3.61M +$257K +8,472 +8%
ASN
150
Advisory Services Network
Georgia
$3.56M +$1.51M +49,956 +75%