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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
PFPT
176
Pinnacle Financial Partners (Tennessee)
Tennessee
$834K -$2.65K -120 -0.3%
PFG
177
Pacific Financial Group
Washington
$829K -$37.5K -1,700 -4%
FIM
178
Freedom Investment Management
Connecticut
$825K +$10.9K +492 +1%
FHA
179
First Horizon Advisors
Tennessee
$756K +$747K +33,832 New
FNBT
180
FineMark National Bank & Trust
Florida
$705K +$441K +19,976 +173%
JFA
181
JNBA Financial Advisors
Minnesota
$700K
TU
182
TDAM USA
Ontario, Canada
$690K +$682K +30,892 New
CFB
183
Cullen/Frost Bankers
Texas
$689K
Lazard Asset Management
184
Lazard Asset Management
New York
$686K
TNB
185
Thomasville National Bank
Georgia
$676K +$157K +7,132 +31%
OWD
186
Osborn Williams & Donohoe
Ohio
$637K
SFG
187
SNS Financial Group
Minnesota
$635K +$78.4K +3,552 +14%
AIA
188
Alerus Investment Advisors
Minnesota
$628K -$542K -24,556 -47%
CIM
189
Confluence Investment Management
Missouri
$628K +$168K +7,628 +37%
SHGA
190
Sand Hill Global Advisors
California
$605K -$30.8K -1,396 -5%
IB
191
Intrust Bank
Kansas
$583K
BJL
192
Brighton Jones LLC
Washington
$581K -$70.8K -3,208 -11%
GF
193
Gerstein Fisher
New York
$574K +$563K +25,504 +14,169%
FA
194
FCG Advisors
New Jersey
$558K -$2.21K -100 -0.4%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$547K -$32.2K -1,460 -6%
AI
196
Accredited Investors
Minnesota
$545K +$2.21K +100 +0.4%
Franklin Resources
197
Franklin Resources
California
$540K
NDSI
198
Newman Dignan & Sheerar Inc
Rhode Island
$537K -$16.8K -760 -3%
CWM
199
Cabot Wealth Management
Massachusetts
$535K -$183K -8,280 -26%
JFG
200
JMG Financial Group
Illinois
$518K