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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 %
Truist Financial
351
Truist Financial
North Carolina
$1.69M +$65.3K +1,452 +4%
FMBTD
352
First Midwest Bank Trust Division
Illinois
$1.65M +$414K +9,200 +33%
GPWA
353
Great Point Wealth Advisors
Massachusetts
$1.64M
DWM
354
Dakota Wealth Management
Florida
$1.64M +$144K +3,196 +10%
FFN
355
Focus Financial Network
Minnesota
$1.64M -$45K -1,000 -3%
PWA
356
Peterson Wealth Advisors
Utah
$1.63M +$8.64K +192 +0.5%
KBFS
357
Kohmann Bosshard Financial Services
Ohio
$1.63M
EWA
358
EP Wealth Advisors
California
$1.62M -$63.5K -1,412 -4%
KA
359
Kovack Advisors
Florida
$1.6M +$26.3K +584 +2%
SCP
360
Shorepoint Capital Partners
Massachusetts
$1.58M +$75.6K +1,680 +5%
CCA
361
Clearwater Capital Advisors
Illinois
$1.57M -$535K -11,896 -25%
MGIA
362
Matthew Goff Investment Advisor
Texas
$1.57M -$35.8K -796 -2%
OAM
363
Oppenheimer Asset Management
New York
$1.56M +$45.6K +1,012 +3%
PV
364
Private Vista
Illinois
$1.56M
MCM
365
Manchester Capital Management
Vermont
$1.5M -$36K -800 -2%
WT
366
Whittier Trust
California
$1.5M +$54K +1,200 +4%
PAS
367
Park Avenue Securities
New York
$1.5M +$1.5M +33,276 New
GLLW
368
Graves Light Lenhart Wealth
Virginia
$1.49M +$140K +3,056 +10%
PA
369
Parallel Advisors
California
$1.49M +$351K +7,804 +31%
BP
370
BBR Partners
New York
$1.48M +$1.48M +32,968 New
SKK
371
Shepherd Kaplan Krochuk
Massachusetts
$1.47M -$112K -2,480 -7%
ACI
372
Alpha Cubed Investments
California
$1.46M +$71.1K +1,580 +5%
BWP
373
Bernardo Wealth Planning
Pennsylvania
$1.46M +$7.74K +172 +0.5%
DCM
374
Dimension Capital Management
Florida
$1.46M
HSBC Holdings
375
HSBC Holdings
United Kingdom
$1.46M +$594K +13,200 +69%