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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
TCT
201
TIAA CREF Trust
Missouri
$2.02M +$646K +22,228 +47%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$2.02M +$100K +3,440 +5%
CF
203
Corrigan Financial
Rhode Island
$2.01M +$2.01M +69,264 New
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$1.97M -$2.63M -90,640 -57%
SIA
205
Starfire Investment Advisers
Michigan
$1.97M
First Trust Advisors
206
First Trust Advisors
Illinois
$1.95M +$5.23K +180 +0.3%
SB
207
Suntrust Banks
Georgia
$1.91M +$619K +21,292 +48%
PSUF
208
People's United Financial
Connecticut
$1.85M +$11.6K +400 +0.6%
TFA
209
Transamerica Financial Advisors
Florida
$1.84M +$1.85M +63,708 New
AA
210
Alesco Advisors
New York
$1.79M -$26.2K -900 -1%
BDF
211
Balasa Dinverno & Foltz
$1.78M -$70.1K -2,412 -4%
PMG
212
ProVise Management Group
Florida
$1.77M +$393K +13,524 +28%
EWM
213
Evercore Wealth Management
New York
$1.7M
TFF
214
The Family Firm
Maryland
$1.7M +$5.58K +192 +0.3%
AWM
215
Affinity Wealth Management
Delaware
$1.68M -$215K -7,408 -11%
AMG
216
Asset Management Group
Connecticut
$1.65M +$7.56K +260 +0.5%
Millennium Management
217
Millennium Management
New York
$1.64M -$383K -13,160 -19%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$1.64M -$5.81K -200 -0.4%
1GA
219
1st Global Advisors
Texas
$1.61M
CFS
220
Commonwealth Financial Services
West Virginia
$1.57M +$467K +16,048 +42%
CAL
221
Capital Advisors Ltd
Ohio
$1.56M +$314K +10,800 +25%
VFA
222
Voya Financial Advisors
Connecticut
$1.55M +$662K +22,780 +75%
FIM
223
Freedom Investment Management
Connecticut
$1.55M -$32.2K -1,108 -2%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$1.55M +$1.55M +53,432 New
AP
225
Advisors Preferred
Maryland
$1.54M +$1.54M +53,056 New