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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
KM
151
Kalos Management
Georgia
$4.24M
BA
152
BKS Advisors
Michigan
$3.95M -$95.4K -3,280 -2%
KL
153
KWMG LLC
Kansas
$3.75M +$1.27M +43,820 +51%
FWM
154
Focused Wealth Management
New York
$3.6M -$49K -1,684 -1%
IA
155
IFP Advisors
Florida
$3.58M +$3.6M +123,676 New
FA
156
FCG Advisors
New Jersey
$3.53M +$1.57M +54,148 +80%
SRSA
157
S.R. Schill & Associates
Washington
$3.51M +$460K +15,820 +15%
PAA
158
Peregrine Asset Advisers
Oregon
$3.51M -$79.7K -2,740 -2%
UBV
159
United Bank (Virginia)
Virginia
$3.49M
FBA
160
Front Barnett Associates
Illinois
$3.47M +$65.7K +2,260 +2%
JFA
161
Johanson Financial Advisors
California
$3.41M +$3.42M +117,704 New
BPCE
162
Bank Pictet & Cie (Europe)
Germany
$3.39M -$1.3M -44,660 -28%
CC
163
Cadinha & Co
Hawaii
$3.38M -$266K -9,152 -7%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$3.14M +$386K +13,268 +14%
CCM
165
Canal Capital Management
Virginia
$3.13M -$507K -17,452 -14%
HC
166
HHG & Company
Connecticut
$3.03M -$439K -15,116 -13%
DPI
167
Diversified Portfolios Inc
Michigan
$3.03M -$64.2K -2,208 -2%
CA
168
Cetera Advisors
Colorado
$3M +$592K +20,372 +25%
WP
169
WMS Partners
Maryland
$2.91M -$157K -5,384 -5%
Creative Planning
170
Creative Planning
Kansas
$2.91M +$422K +14,520 +17%
BAC
171
Boys Arnold & Co
North Carolina
$2.88M +$1.49M +51,112 +106%
NAM
172
NTV Asset Management
West Virginia
$2.85M -$308K -10,600 -10%
SGCA
173
Steel Grove Capital Advisors
Tennessee
$2.84M +$11.6K +400 +0.4%
PP
174
Palladium Partners
Virginia
$2.82M -$62.8K -2,160 -2%
MCM
175
Manchester Capital Management
Vermont
$2.82M +$73.6K +2,532 +3%