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iShares S&P 500 Growth ETF

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
276
Parsec Financial Management
North Carolina
$2.85M +$2.18M +48,504 +330%
DIM
277
Delta Investment Management
California
$2.84M +$310K +6,884 +12%
PWAP
278
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.81M -$207K -4,592 -7%
AMG
279
Asset Management Group
Connecticut
$2.75M +$3.06K +68 +0.1%
RJT
280
Raymond James Trust
Florida
$2.74M -$399K -8,872 -13%
AIP
281
Ahrens Investment Partners
Louisiana
$2.73M -$619K -13,756 -18%
SF
282
Synovus Financial
Georgia
$2.73M -$186K -4,140 -6%
BAM
283
Belpointe Asset Management
Nevada
$2.72M +$69K +1,532 +3%
TWP
284
Total Wealth Planning
Ohio
$2.7M -$5.04K -112 -0.2%
TFF
285
The Family Firm
Maryland
$2.68M -$29.5K -656 -1%
CWAG
286
Compton Wealth Advisory Group
Virginia
$2.67M -$94.9K -2,108 -3%
WP
287
WMS Partners
Maryland
$2.66M -$51.7K -1,148 -2%
CBU
288
CIBC Bank USA
Illinois
$2.61M -$9.9K -220 -0.4%
SS
289
Simplicity Solutions
Minnesota
$2.51M -$4.84M -107,464 -66%
WWM
290
Windsor Wealth Management
Indiana
$2.5M -$38.8K -888 -2%
DK
291
Darrell & King
Virginia
$2.5M -$30.2K -672 -1%
SWP
292
Stratos Wealth Partners
Ohio
$2.5M +$29.3K +652 +1%
UBG
293
United Bank (Georgia)
Georgia
$2.49M -$33.1K -736 -1%
OWA
294
Outlook Wealth Advisors
Texas
$2.47M +$2.1M +46,692 +564%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$2.46M -$178K -3,960 -7%
CAC
296
Certified Advisory Corp
Florida
$2.44M +$13.3K +296 +0.5%
SW
297
SVB Wealth
Massachusetts
$2.44M -$11.7K -260 -0.5%
DPI
298
Diversified Portfolios Inc
Michigan
$2.42M -$8.1K -180 -0.3%
RWG
299
Regal Wealth Group
California
$2.41M -$16.4M -363,432 -87%
AWP
300
Ascent Wealth Partners
New York
$2.38M -$128K -2,840 -5%