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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 %
DSC
476
Duncker Streett & Co
Missouri
$805K -$123K -2,728 -13%
HSA
477
HBK Sorce Advisory
Pennsylvania
$796K +$218K +4,844 +38%
KPCM
478
Kings Point Capital Management
New York
$793K
JWM
479
JGP Wealth Management
Oregon
$785K +$45.1K +1,032 +6%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$784K -$25.6K -568 -3%
MBT
481
Montecito Bank & Trust
California
$783K
WAM
482
Wallington Asset Management
Indiana
$774K
SWA
483
SFMG Wealth Advisors
Texas
$765K
BOTW
484
Bank of the West
California
$765K +$39.6K +880 +5%
PWM
485
Perigon Wealth Management
California
$761K -$3.99K -88 -0.5%
GMA
486
Goldstein Munger & Associates
California
$756K
JGC
487
J. Goldman & Co
New York
$754K +$301K +6,680 +66%
SC
488
Slow Capital
California
$753K +$150K +3,324 +25%
PAMG
489
Patton Albertson Miller Group
Tennessee
$753K +$202K +4,496 +37%
MA
490
MONECO Advisors
Connecticut
$748K -$49.9K -1,108 -6%
KAH
491
Kathryn A. Hall
$745K
BPWA
492
Beacon Pointe Wealth Advisors
California
$738K +$202K +4,488 +38%
S
493
SignatureFD
Georgia
$735K +$61.5K +1,368 +9%
BAAM
494
Baker Avenue Asset Management
California
$733K
OWD
495
Osborn Williams & Donohoe
Ohio
$732K
NP
496
NorthRock Partners
Minnesota
$726K +$451K +10,016 +164%
CCT
497
Capital City Trust
Florida
$719K
RW
498
REDW Wealth
New Mexico
$718K
TC
499
TAP Consulting
Missouri
$716K +$716K +15,908 New
LNC
500
Lincoln National Corp
Pennsylvania
$715K +$94.5K +2,100 +15%