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iShares S&P 500 Growth ETF

982 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+117
Holders Change %
+13.53%
% of All Funds
19.39%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
169
Increased
283
Reduced
334
Closed
42
Calls
$22M
Puts
$1.53M
Net Calls
+$20.4M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
401
HSBC Holdings
United Kingdom
$1.57M
KA
402
Kovack Advisors
Florida
$1.57M -$151K -3,112 -9%
BWP
403
Bernardo Wealth Planning
Pennsylvania
$1.56M -$14.9K -308 -0.9%
ZIC
404
ZWJ Investment Counsel
Georgia
$1.55M +$1.55M +32,000 New
BFPW
405
BOK Financial Private Wealth
Colorado
$1.5M +$1.23M +25,312 +451%
HA
406
Harborview Advisors
Maine
$1.49M -$45.5K -940 -3%
TFA
407
Tobias Financial Advisors
Florida
$1.49M +$1.49M +30,728 New
NCM
408
Next Capital Management
New York
$1.47M -$1.16K -24 -0.1%
BWA
409
Beam Wealth Advisors
Louisiana
$1.46M +$1.46M +30,136 New
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$1.46M -$16.3K -336 -1%
LWMM
411
Legacy Wealth Management (Mississippi)
Mississippi
$1.45M +$1.45M +30,000 New
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$1.44M +$387 +8 +0%
BJL
413
Brighton Jones LLC
Washington
$1.42M -$14.7K -304 -1%
CIAS
414
Capital Investment Advisory Services
North Carolina
$1.42M -$110K -2,276 -7%
KP
415
Keel Point
Alabama
$1.42M +$43.2K +892 +3%
AIS
416
American Investment Services
Massachusetts
$1.4M -$8.71K -180 -0.6%
FNBTCON
417
First National Bank & Trust Co of Newtown
Pennsylvania
$1.4M
ZCA
418
Zeke Capital Advisors
Pennsylvania
$1.4M
HIS
419
Harvest Investment Services
Illinois
$1.4M -$6.4M -132,284 -82%
MSWMA
420
Market Street Wealth Management Advisors
Indiana
$1.39M -$37.6K -776 -3%
ACI
421
Alpha Cubed Investments
California
$1.39M -$182K -3,760 -12%
EK
422
Evensky & Katz
Florida
$1.37M -$695K -14,356 -34%
VFA
423
Valeo Financial Advisors
Indiana
$1.37M +$968 +20 +0.1%
DBT
424
Dubuque Bank & Trust
Iowa
$1.35M
CIA
425
Choate Investment Advisors
Massachusetts
$1.35M