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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 %
WT
401
Whittier Trust
California
$1.83M -$106K -2,040 -5%
IWM
402
IHT Wealth Management
Illinois
$1.81M -$155K -2,980 -8%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$1.79M +$442K +8,520 +33%
PV
404
Private Vista
Illinois
$1.77M -$13.3K -256 -0.7%
MPCG
405
Matrix Private Capital Group
New York
$1.77M -$34.4K -664 -2%
EW
406
Element Wealth
Mississippi
$1.75M -$119K -2,300 -6%
NFG
407
Nations Financial Group
Iowa
$1.75M -$88K -1,696 -5%
RWG
408
Regal Wealth Group
California
$1.74M -$444K -8,552 -20%
RSWM
409
Robertson Stephens Wealth Management
California
$1.74M +$225K +4,336 +15%
MGIA
410
Matthew Goff Investment Advisor
Texas
$1.73M -$38.8K -748 -2%
I
411
IberiaBank
Louisiana
$1.72M -$38K -732 -2%
ATPW
412
Ashton Thomas Private Wealth
Arizona
$1.72M -$261K -5,036 -13%
MCM
413
Manchester Capital Management
Vermont
$1.72M -$2.49K -48 -0.1%
KA
414
Kovack Advisors
Florida
$1.71M +$119K +2,296 +7%
SF
415
Synovus Financial
Georgia
$1.7M -$5.74M -110,860 -77%
VWA
416
V Wealth Advisors
Kansas
$1.7M +$1.36M +26,120 +393%
HPC
417
HM Payson & Co
Maine
$1.7M -$2.28K -44 -0.1%
DCM
418
Dimension Capital Management
Florida
$1.68M
STA
419
Summit Trail Advisors
New York
$1.67M
LWP
420
Legacy Wealth Planning
Nevada
$1.67M +$78.9K +1,520 +5%
BJL
421
Brighton Jones LLC
Washington
$1.66M -$35.5K -684 -2%
SHA
422
Seneca House Advisors
Virginia
$1.65M -$107K -2,056 -6%
MAFM
423
Mid Atlantic Financial Management
Pennsylvania
$1.65M +$158K +3,036 +11%
BP
424
BBR Partners
New York
$1.65M -$72.6K -1,400 -4%
ECG
425
Edge Capital Group
Georgia
$1.63M