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iShares S&P 500 Growth ETF

572 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+24
Holders Change %
+4.38%
% of All Funds
14.26%
Holding in Top 10
77
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.94%
% of All Funds
1.92%
New
58
Increased
192
Reduced
197
Closed
31
Calls
$34.6M
Puts
$33.9M
Net Calls
+$680K
Net Calls Change
+$7.39M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
426
Lenox Wealth Management
Ohio
$308K
PA
427
Parallel Advisors
California
$304K +$15.1K +448 +5%
AA
428
Advisory Alpha
Michigan
$304K +$304K +9,248 New
BP
429
Ballentine Partners
Massachusetts
$301K +$100K +3,056 +50%
FANJ
430
Financial Architects (New Jersey)
New Jersey
$297K -$7.23K -220 -2%
CWM
431
Connecticut Wealth Management
Connecticut
$297K
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$295K -$130K -3,960 -31%
SBSB
433
Sullivan, Bruyette, Speros & Blaney
Virginia
$293K
HCM
434
Hollencrest Capital Management
California
$293K
HCM
435
Harvey Capital Management
Florida
$289K
AIM
436
Allen Investment Management
New York
$289K +$289K +8,800 New
FMBTD
437
First Midwest Bank Trust Division
Illinois
$286K +$286K +8,700 New
SHGA
438
Sand Hill Global Advisors
California
$284K -$272K -8,268 -49%
PAG
439
Pinnacle Advisory Group
Maryland
$283K -$77K -2,340 -21%
AFP
440
Ausdal Financial Partners
Iowa
$281K +$2.77K +84 +1%
BEC
441
Blue Edge Capital
Virginia
$278K +$278K +8,448 New
BOS
442
Bank of Stockton
California
$276K
SSB
443
Sandy Spring Bank
Maryland
$276K +$8.67K +264 +3%
FPIS
444
Financial Planning & Information Services
Wisconsin
$273K
FFEC
445
First Financial Equity Corporation
Arizona
$270K +$270K +8,216 New
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$269K
TAM
447
Tocqueville Asset Management
New York
$267K
AC
448
Addison Capital
Pennsylvania
$267K
BL
449
Balentine LLC
Georgia
$267K
CTA
450
Chesley Taft & Associates
Illinois
$266K