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iShares S&P 500 Growth ETF

992 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 406 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+54
Holders Change %
+5.76%
% of All Funds
20.39%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
2.38%
New
108
Increased
271
Reduced
406
Closed
47
Calls
$20.1M
Puts
$4.26M
Net Calls
+$15.9M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Shares
Change %
FMW
251
Farr Miller & Washington
District of Columbia
$4.38M -$322K -6,200 -7%
CWM
252
Calamos Wealth Management
Illinois
$4.35M +$934K +18,008 +27%
WA
253
Wealth Alliance
New York
$4.33M +$3.37M +65,036 +354%
ACM
254
Allred Capital Management
Texas
$4.33M +$156K +3,016 +4%
TCB
255
Texas Capital Bancshares
Texas
$4.32M -$311K -5,992 -7%
First Trust Advisors
256
First Trust Advisors
Illinois
$4.31M -$127K -2,440 -3%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$4.22M -$2.11M -40,772 -33%
Brown Advisory
258
Brown Advisory
Maryland
$4.15M +$417K +8,044 +11%
LBC
259
Lowe Brockenbrough & Co
Virginia
$4.15M +$57.1K +1,100 +1%
RWMH
260
Riverpoint Wealth Management Holdings
Illinois
$4.12M -$743K -14,328 -15%
MFG
261
Merit Financial Group
Georgia
$4.09M +$1.33M +25,700 +48%
IB
262
Intrust Bank
Kansas
$4.08M -$244K -4,712 -6%
AW
263
ACG Wealth
Georgia
$4.06M +$53.7K +1,036 +1%
CAL
264
Capital Advisors Ltd
Ohio
$4.05M -$2.46M -47,360 -38%
PWAG
265
Polaris Wealth Advisory Group
California
$4.04M +$413K +7,884 +11%
FP
266
Financial Perspectives
Minnesota
$3.99M -$28.6K -552 -0.7%
CWA
267
Core Wealth Advisors
Florida
$3.95M -$6.36M -122,616 -62%
SHIM
268
Stone House Investment Management
Pennsylvania
$3.93M -$1.64M -31,684 -29%
CFA
269
Carroll Financial Associates
North Carolina
$3.9M -$19.9K -384 -0.5%
ABC
270
Associated Banc-Corp
Wisconsin
$3.84M +$171K +3,296 +5%
AWP
271
Ascent Wealth Partners
New York
$3.81M +$567K +10,924 +17%
WWM
272
WJ Wealth Management
Arizona
$3.77M +$3.77M +72,660 New
Bessemer Group
273
Bessemer Group
New Jersey
$3.76M -$466K -8,988 -11%
GG
274
GenWealth Group
New Jersey
$3.76M -$29.8K -568 -0.8%
RIS
275
Retirement Income Solutions
Michigan
$3.73M +$757K +14,588 +25%