IVW icon

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 %
TA
326
Townsend & Associates
Colorado
$2.71M +$298K +5,748 +12%
APWM
327
Atlas Private Wealth Management
New York
$2.7M -$177K -3,416 -6%
UBG
328
United Bank (Georgia)
Georgia
$2.69M -$330K -6,372 -11%
DPI
329
Diversified Portfolios Inc
Michigan
$2.67M -$16.4K -316 -0.6%
KOMWMG
330
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.66M -$165K -3,184 -6%
ANTB
331
AMG National Trust Bank
Colorado
$2.66M +$2.38M +45,940 +870%
TI
332
Trexquant Investment
Connecticut
$2.64M +$390K +7,524 +17%
AIP
333
Ahrens Investment Partners
Louisiana
$2.61M -$308K -5,936 -11%
XF
334
XML Financial
Maryland
$2.6M +$25.9K +500 +1%
BA
335
Bristlecone Advisors
Washington
$2.6M -$38.6K -744 -1%
FAN
336
Financial Advisors Network
California
$2.59M +$2.59M +49,964 New
Millennium Management
337
Millennium Management
New York
$2.56M +$2.56M +49,332 New
OAM
338
Oppenheimer Asset Management
New York
$2.55M +$186K +3,588 +8%
DWA
339
Dorsey Wright & Associates
California
$2.49M -$105K -2,016 -4%
PW
340
Peninsula Wealth
California
$2.46M +$1.75M +33,792 +248%
DK
341
Darrell & King
Virginia
$2.44M -$242K -4,664 -9%
DWT
342
Dorsey & Whitney Trust
South Dakota
$2.44M -$572K -11,024 -19%
CCM
343
CWH Capital Management
Washington
$2.43M +$238K +4,592 +11%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$2.42M -$1.3M -25,032 -35%
OWA
345
Outlook Wealth Advisors
Texas
$2.42M -$124K -2,392 -5%
FNBT
346
FineMark National Bank & Trust
Florida
$2.41M -$51.2K -988 -2%
PAS
347
Park Avenue Securities
New York
$2.4M +$2.4M +46,256 New
BCWM
348
Blue Chip Wealth Management
Florida
$2.4M -$26.1K -504 -1%
FCFC
349
First Commonwealth Financial Corp
Pennsylvania
$2.39M +$1.66M +31,964 +225%
JWCA
350
J.W. Cole Advisors
Florida
$2.39M +$2.39M +46,120 New