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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
SCA
151
Snowden Capital Advisors
New York
$3.55M +$963K +31,772 +37%
PC
152
Premise Capital
Illinois
$3.44M +$106K +3,484 +3%
B
153
Bailard
California
$3.32M +$805K +26,564 +32%
CC
154
Cadinha & Co
Hawaii
$3.25M -$47.7K -1,572 -1%
CCP
155
Corient Capital Partners
California
$3.21M +$3.2M +105,424 New
GLRA
156
Gerald L. Ray & Associates
Texas
$3.12M +$2.3M +75,936 +287%
DPI
157
Diversified Portfolios Inc
Michigan
$3.09M -$58.2K -1,920 -2%
CWM
158
Concert Wealth Management
California
$3.06M +$70.6K +2,328 +2%
WP
159
WMS Partners
Maryland
$3.04M -$15.2K -500 -0.5%
CS
160
Credit Suisse
Switzerland
$3.02M +$1.73M +57,140 +135%
CAN
161
Cetera Advisor Networks
California
$3.02M +$454K +14,984 +18%
GWM
162
Geneos Wealth Management
Colorado
$3.01M +$73.6K +2,428 +3%
NPC
163
National Planning Corporation
California
$2.94M +$168K +5,552 +6%
SNT
164
Security National Trust
West Virginia
$2.93M +$104K +3,440 +4%
NAM
165
NTV Asset Management
West Virginia
$2.92M -$27.3K -900 -0.9%
FA
166
FDx Advisors
Illinois
$2.9M -$18.7M -617,380 -87%
SS
167
Sunbelt Securities
Texas
$2.9M +$277K +9,140 +11%
FHA
168
First Horizon Advisors
Tennessee
$2.89M +$1.35M +44,616 +88%
TH
169
Timber Hill
Connecticut
$2.87M +$50.4K +1,664 +2%
Creative Planning
170
Creative Planning
Kansas
$2.85M +$259K +8,556 +10%
FNBT
171
FineMark National Bank & Trust
Florida
$2.79M +$475K +15,660 +21%
TNB
172
Thomasville National Bank
Georgia
$2.77M +$533K +17,584 +24%
OC
173
Oppenheimer & Co
New York
$2.75M -$9.94K -328 -0.4%
PP
174
Palladium Partners
Virginia
$2.75M -$17K -560 -0.6%
Two Sigma Investments
175
Two Sigma Investments
New York
$2.74M +$1M +33,004 +58%