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iShares S&P 500 Growth ETF

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
426
WealthShield Partners
North Carolina
$705K +$208K +4,688 +42%
PWM
427
Perigon Wealth Management
California
$703K +$703K +15,840 New
HCM
428
HMS Capital Management
Tennessee
$700K
TI
429
Truepoint Inc
Ohio
$699K -$57.6K -1,300 -8%
FPFS
430
First Personal Financial Services
North Carolina
$698K +$7.09K +160 +1%
SWA
431
SFMG Wealth Advisors
Texas
$693K
CCT
432
Capital City Trust
Florida
$693K
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$692K -$84.9K -1,916 -11%
JWBC
434
J.W. Burns & Co
New York
$682K -$4.43K -100 -0.6%
RMCM
435
Reynders McVeigh Capital Management
Massachusetts
$676K
NL
436
NWAM LLC
Washington
$670K +$709 +16 +0.1%
DY
437
Dowling & Yahnke
California
$662K -$7.97K -180 -1%
S
438
SignatureFD
Georgia
$662K +$12.9K +292 +2%
CAM
439
Cubic Asset Management
Massachusetts
$656K
IIC
440
Integrated Investment Consultants
Michigan
$654K -$70.8K -1,600 -10%
IB
441
Intrust Bank
Kansas
$652K -$37K -836 -5%
MSAM
442
Moloney Securities Asset Management
Missouri
$647K -$180K -4,064 -22%
JFG
443
JMG Financial Group
Illinois
$641K
CMP
444
Courage Miller Partners
Virginia
$639K -$5.49K -124 -0.9%
OC
445
Oakworth Capital
Alabama
$637K
Koshinski Asset Management
446
Koshinski Asset Management
Illinois
$635K +$373K +8,424 +142%
GFP
447
Gryphon Financial Partners
Ohio
$634K
SC
448
Savant Capital
Illinois
$634K +$63.2K +1,428 +11%
BCWM
449
Bartlett & Co Wealth Management
Ohio
$632K -$29.3K -660 -4%
BC
450
Bartlett & Co
Ohio
$630K -$29.2K -660 -4%