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iShares S&P 500 Growth ETF

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
HRIA
201
Haberer Registered Investment Advisor
Ohio
$778K -$108K -4,340 -12%
JFA
202
JNBA Financial Advisors
Minnesota
$778K -$4.6K -184 -0.6%
CFB
203
Cullen/Frost Bankers
Texas
$771K -$4.49K -180 -0.6%
Lazard Asset Management
204
Lazard Asset Management
New York
$767K
GLRA
205
Gerald L. Ray & Associates
Texas
$717K +$150K +6,000 +26%
AWA
206
Arete Wealth Advisors
Illinois
$715K -$3.99K -160 -0.6%
OWD
207
Osborn Williams & Donohoe
Ohio
$712K
VIA
208
Vantage Investment Advisors
Pennsylvania
$700K -$8.99K -360 -1%
NES
209
New England Securities
New York
$679K -$287K -11,508 -30%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$679K +$243K +9,728 +56%
NPF
211
Norris Perne & French
Michigan
$673K +$673K +26,960 New
HCMNY
212
Howard Capital Management (New York)
New York
$655K +$140K +5,600 +27%
IB
213
Intrust Bank
Kansas
$651K
FA
214
FCG Advisors
New Jersey
$649K -$7.39K -296 -1%
SFA
215
Sequoia Financial Advisors
Ohio
$630K -$42.9K -1,720 -6%
DSC
216
Duncker Streett & Co
Missouri
$626K +$69K +2,764 +12%
SHGA
217
Sand Hill Global Advisors
California
$623K -$53.1K -2,128 -8%
BJL
218
Brighton Jones LLC
Washington
$623K -$5.49K -220 -0.9%
HW
219
Hancock Whitney
Mississippi
$615K -$104K -4,160 -14%
SS
220
SG Select
Florida
$606K +$72.5K +2,904 +14%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$601K
AI
222
Accredited Investors
Minnesota
$596K -$599 -24 -0.1%
NL
223
NWAM LLC
Washington
$582K +$582K +23,304 New
JFG
224
JMG Financial Group
Illinois
$578K
DY
225
Dowling & Yahnke
California
$570K -$6.49K -260 -1%