IVW icon

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 %
BA
301
Bristlecone Advisors
Washington
$2.35M
IWM
302
IHT Wealth Management
Illinois
$2.34M -$299K -6,640 -11%
IFWM
303
Institute for Wealth Management
Colorado
$2.34M +$2.34M +51,948 New
BAC
304
Boys Arnold & Co
North Carolina
$2.33M +$163K +3,640 +8%
EB
305
Eastern Bank
Massachusetts
$2.31M +$11K +244 +0.5%
STMM
306
South Texas Money Management
Texas
$2.3M -$92K -2,044 -4%
JHCP
307
Jackson Hole Capital Partners
Oklahoma
$2.25M +$1.57M +34,896 +232%
Franklin Resources
308
Franklin Resources
California
$2.24M +$576K +12,804 +35%
FNBT
309
FineMark National Bank & Trust
Florida
$2.24M -$295K -6,560 -12%
CCM
310
CWH Capital Management
Washington
$2.19M +$105K +2,332 +5%
HCM
311
Hudson Capital Management
New Jersey
$2.18M -$93.8K -2,156 -4%
BCWM
312
Blue Chip Wealth Management
Florida
$2.13M
PFP
313
Pinnacle Financial Partners
Tennessee
$2.13M +$220K +4,880 +11%
IF
314
Ironwood Financial
Arizona
$2.13M -$9.36K -208 -0.4%
CA
315
Calton & Associates
Florida
$2.13M +$1.55M +34,528 +272%
BRWA
316
B. Riley Wealth Advisors
Florida
$2.11M +$486K +10,808 +30%
SFS
317
Sowell Financial Services
Arkansas
$2.1M +$2.1M +46,588 New
EPP
318
ETF Portfolio Partners
Kansas
$2.09M -$8.46K -188 -0.4%
BFG
319
Barber Financial Group
Kansas
$2.07M +$115K +2,548 +6%
SFA
320
Sequoia Financial Advisors
Ohio
$2.02M +$63K +1,400 +3%
SG
321
StoneX Group
New York
$2.02M +$37.1K +824 +2%
RIS
322
Retirement Income Solutions
Michigan
$2.02M -$88K -1,956 -4%
MFW
323
Meristem Family Wealth
Minnesota
$2.01M +$350K +7,780 +21%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$2M +$523K +11,628 +35%
SHA
325
Seneca House Advisors
Virginia
$1.99M -$15.1K -336 -0.8%