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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
Morgan Stanley
1
Morgan Stanley
New York
$1.13B +$22.5M +772,324 +2%
Wells Fargo
2
Wells Fargo
California
$785M +$81.8M +2,814,684 +12%
Bank of America
3
Bank of America
North Carolina
$611M +$79.6M +2,739,480 +15%
M&T Bank
4
M&T Bank
New York
$465M -$69.7M -2,397,656 -13%
UBS Group
5
UBS Group
Switzerland
$411M +$47.7M +1,641,556 +13%
VA
6
Valmark Advisers
Ohio
$408M -$52M -1,787,752 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$406M +$89M +3,063,132 +28%
LPL Financial
8
LPL Financial
California
$308M +$200M +6,889,948 +176%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$307M -$1.05M -36,240 -0.3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$213M +$7.02M +241,424 +3%
HI
11
Horizon Investments
North Carolina
$176M +$110M +3,772,608 +164%
CM
12
Churchill Management
California
$137M +$54.2M +1,865,232 +65%
SIM
13
Scottrade Investment Management
Missouri
$134M +$134M +4,611,896 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$96.6M -$2.87M -98,696 -3%
SMA
15
Simply Money Advisors
Ohio
$94.7M -$1.62M -55,860 -2%
Stifel Financial
16
Stifel Financial
Missouri
$89.3M +$12.9M +444,780 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$89.3M +$49.9M +1,717,848 +126%
HB
18
Homrich & Berg
Georgia
$84.3M +$15.9M +545,600 +23%
Axa
19
Axa
France
$80.3M +$692K +23,800 +0.9%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$74.8M +$1.37M +47,236 +2%
UCFA
21
United Capital Financial Advisors
Texas
$68.3M +$18.6M +638,620 +37%
GC
22
Guggenheim Capital
Illinois
$67.1M -$432K -14,876 -0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$63.5M -$2.18M -74,900 -3%
TA
24
Tiedemann Advisors
New York
$62M +$61.2M +2,105,180 +1,307%
KeyBank National Association
25
KeyBank National Association
Ohio
$61.3M +$4.42M +152,088 +8%