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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
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$1.27M +$17.6K +796 +1%
GT
152
Glenmede Trust
Pennsylvania
$1.26M +$89.8K +4,068 +8%
BDF
153
Balasa Dinverno & Foltz
$1.24M +$149K +6,772 +14%
BP
154
Banyan Partners
Florida
$1.18M +$1.16M +52,712 New
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.16M -$2.9M -131,456 -72%
CA
156
Cetera Advisors
Colorado
$1.13M +$14.4K +652 +1%
HW
157
Hancock Whitney
Mississippi
$1.12M -$20.2K -916 -2%
MCM
158
Manchester Capital Management
Vermont
$1.12M +$35.3K +1,600 +3%
BC
159
Brookfield Corp
Ontario, Canada
$1.08M +$958K +43,412 +900%
MFS
160
MSI Financial Services
Massachusetts
$1.05M +$106K +4,780 +11%
First Trust Advisors
161
First Trust Advisors
Illinois
$1.05M +$1.04M +46,908 New
CAN
162
Cetera Advisor Networks
California
$1.04M +$614K +27,836 +148%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1.01M -$53.9K -2,444 -5%
RJT
164
Raymond James Trust
Florida
$984K -$216K -9,788 -18%
PMG
165
ProVise Management Group
Florida
$957K +$24K +1,088 +3%
Creative Planning
166
Creative Planning
Kansas
$949K +$188K +8,520 +25%
DC
167
Davenport & Co
Virginia
$921K +$618 +28 +0.1%
FNBTCON
168
First National Bank & Trust Co of Newtown
Pennsylvania
$914K +$135K +6,120 +18%
SB
169
Suntrust Banks
Georgia
$905K -$9.71K -440 -1%
BPBT
170
Boston Private Bank & Trust
Massachusetts
$901K -$106K -4,800 -11%
PRC
171
Platte River Capital
Colorado
$894K
HRIA
172
Haberer Registered Investment Advisor
Ohio
$893K -$369K -16,700 -29%
BAC
173
Boys Arnold & Co
North Carolina
$867K -$53.4K -2,420 -6%
HFS
174
HL Financial Services
Kentucky
$857K +$4.77K +216 +0.6%
NES
175
New England Securities
New York
$857K +$176K +7,960 +26%