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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
NFG
176
Noven Financial Group
Colorado
$2.76M +$2.78M +95,464 New
RPG
177
Risk Paradigm Group
Texas
$2.72M +$2.73M +93,908 +45,148%
AIM
178
Advantage Investment Management
Iowa
$2.61M +$1.64M +56,284 +166%
EK
179
Evensky & Katz
Florida
$2.58M +$36.9K +1,268 +1%
CMP
180
Courage Miller Partners
Virginia
$2.57M +$85.2K +2,932 +3%
PC
181
Premise Capital
Illinois
$2.52M +$2.53M +87,120 New
FMP
182
Financial Management Professionals
Texas
$2.46M +$57.1K +1,964 +2%
OC
183
Oppenheimer & Co
New York
$2.44M -$233K -8,004 -9%
GT
184
Glenmede Trust
Pennsylvania
$2.42M +$161K +5,532 +7%
PAM
185
PVG Asset Management
Colorado
$2.39M -$183K -6,312 -7%
Invesco
186
Invesco
Georgia
$2.36M -$167K -5,752 -7%
SNT
187
Security National Trust
West Virginia
$2.35M +$169K +5,800 +8%
SS
188
Sunbelt Securities
Texas
$2.34M +$4.19K +144 +0.2%
AB
189
Atlas Brown
Kentucky
$2.32M +$61.3K +2,108 +2%
CAN
190
Cetera Advisor Networks
California
$2.31M -$98.3K -3,380 -4%
EB
191
Eastern Bank
Massachusetts
$2.26M -$651K -22,404 -22%
FNBT
192
FineMark National Bank & Trust
Florida
$2.25M +$395K +13,596 +21%
MCM
193
MAI Capital Management
Ohio
$2.19M +$133K +4,576 +6%
TH
194
Timber Hill
Connecticut
$2.19M +$1.37M +47,044 +163%
STMM
195
South Texas Money Management
Texas
$2.19M -$44K -1,512 -2%
CAM
196
Capstone Asset Management
Texas
$2.18M +$233 +8 +0%
PCM
197
Perritt Capital Management
Illinois
$2.12M -$80.7K -2,776 -4%
CCM
198
Colorado Capital Management
Colorado
$2.1M +$2.1M +72,392 New
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$2.03M -$19.9K -684 -1%
AIA
200
Allegis Investment Advisors
Idaho
$2.03M +$2.04M +70,048 New