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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 %
FPS
451
Fieldpoint Private Securities
Connecticut
$903K -$1.8K -40 -0.2%
HCP
452
Holt Capital Partners
Texas
$903K +$81K +1,800 +10%
FHA
453
Flagship Harbor Advisors
Massachusetts
$897K +$25.9K +576 +3%
BRWM
454
B. Riley Wealth Management
Tennessee
$896K -$103K -2,292 -10%
BFO
455
Boston Family Office
Massachusetts
$888K
IIC
456
Integrated Investment Consultants
Michigan
$883K +$28.8K +640 +3%
CTC
457
Central Trust Company
Missouri
$874K
HR
458
Hayden Royal
North Carolina
$873K +$368K +8,188 +73%
SMG
459
Smart Money Group
Texas
$868K -$329K -7,308 -27%
SCM
460
Smith Capital Management
Arkansas
$864K -$45K -1,000 -5%
TF
461
Tompkins Financial
New York
$864K
LSPW
462
Lake Street Private Wealth
Illinois
$858K +$91.7K +2,036 +12%
NEPWA
463
New England Private Wealth Advisors
Massachusetts
$855K +$1.44K +32 +0.2%
PWPS
464
Pinnacle Wealth Planning Services
Ohio
$848K +$574K +12,756 +209%
LHC
465
Little House Capital
Massachusetts
$845K +$24.7K +548 +3%
OIA
466
OneDigital Investment Advisors
Kansas
$842K +$515K +11,436 +157%
JF
467
JSF Financial
California
$839K -$96.5K -2,144 -10%
AI
468
Accredited Investors
Minnesota
$839K +$180 +4 +0%
FPFS
469
First Personal Financial Services
North Carolina
$836K -$5.4K -120 -0.6%
HCMNY
470
Howard Capital Management (New York)
New York
$834K -$4.5K -100 -0.5%
WCF
471
West Coast Financial
California
$832K +$22.3K +496 +3%
JFA
472
JNBA Financial Advisors
Minnesota
$830K +$51.7K +1,148 +7%
BP
473
Ballentine Partners
Massachusetts
$820K
KIG
474
Kessler Investment Group
Indiana
$817K +$14K +312 +2%
DY
475
Dowling & Yahnke
California
$816K +$4.68K +104 +0.6%