We are live on ! Find out more
IVW icon

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
DBIA
201
Dumont & Blake Investment Advisors
New Jersey
$2.08M -$44.9K -1,480 -2%
CWM
202
Calamos Wealth Management
Illinois
$2.06M -$584K -19,264 -22%
AMG
203
Asset Management Group
Connecticut
$2M -$48.7K -1,608 -2%
KM
204
Kalos Management
Georgia
$1.99M -$341K -11,244 -15%
FIM
205
Freedom Investment Management
Connecticut
$1.99M +$293K +9,680 +17%
LMIM
206
Lockheed Martin Investment Management
Maryland
$1.98M +$217K +7,164 +12%
CF
207
Corrigan Financial
Rhode Island
$1.93M -$52K -1,716 -3%
BDF
208
Balasa Dinverno & Foltz
$1.91M +$32.5K +1,072 +2%
EK
209
Evensky & Katz
Florida
$1.91M -$371K -12,244 -16%
HFS
210
HL Financial Services
Kentucky
$1.89M +$157K +5,176 +9%
LPL Financial
211
LPL Financial
California
$1.89M -$4.37K -144 -0.2%
TFF
212
The Family Firm
Maryland
$1.88M -$37.3K -1,232 -2%
PSUF
213
People's United Financial
Connecticut
$1.87M -$48.5K -1,600 -3%
FMW
214
Farr Miller & Washington
District of Columbia
$1.81M +$197K +6,496 +12%
BTS
215
BB&T Securities
Virginia
$1.8M -$722K -23,816 -29%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.77M +$500K +16,496 +40%
AA
217
Alesco Advisors
New York
$1.76M -$43.6K -1,440 -2%
DC
218
Davenport & Co
Virginia
$1.75M +$88.9K +2,932 +5%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.73M -$139K -4,588 -7%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1.68M +$105K +3,468 +7%
IF
221
Ironwood Financial
Arizona
$1.67M -$280K -9,240 -14%
RJT
222
Raymond James Trust
Florida
$1.66M -$3.76K -124 -0.2%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$1.66M +$901K +29,720 +119%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$1.46M +48,296 +1,139%
CRC
225
Curi RMB Capital
Illinois
$1.57M