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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 %
MWM
501
Mission Wealth Management
California
$712K -$15.3K -340 -2%
HCM
502
HMS Capital Management
Tennessee
$711K
KWM
503
Kingsview Wealth Management
Oregon
$702K +$82.6K +1,836 +13%
VWM
504
Valley Wealth Managers
New Jersey
$700K +$74K +1,644 +12%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$698K -$21.8K -484 -3%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$688K +$24.7K +548 +4%
CPA
507
Capital Planning Advisors
California
$687K +$687K +15,272 New
SC
508
Savant Capital
Illinois
$681K -$13.5K -300 -2%
SPIA
509
Strategic Point Investment Advisors
Rhode Island
$679K -$13.5K -300 -2%
CWS
510
Cypress Wealth Services
California
$673K +$5.58K +124 +0.8%
FCA
511
FinTrust Capital Advisors
South Carolina
$664K -$161K -3,580 -20%
MWP
512
MYCIO Wealth Partners
Pennsylvania
$662K
SSB
513
Sandy Spring Bank
Maryland
$653K +$126K +2,792 +24%
PSF
514
Pacific Sun Financial
California
$652K +$22.9K +508 +4%
TI
515
Truepoint Inc
Ohio
$652K +$67.9K +1,508 +12%
BCM
516
Brasada Capital Management
Texas
$650K -$228K -5,060 -26%
SFG
517
StrategIQ Financial Group
Indiana
$650K +$650K +14,432 New
AFA
518
American Financial Advisors
Georgia
$648K -$35.8K -796 -5%
WP
519
WealthShield Partners
North Carolina
$648K +$42.5K +944 +7%
CB
520
Community Bank
New York
$647K -$2.7K -60 -0.4%
LFG
521
LifePlan Financial Group
Ohio
$645K -$23.9K -532 -4%
CCMD
522
Cypress Capital Management (Delaware)
Delaware
$645K
SLWS
523
Swaine & Leidel Wealth Services
Florida
$645K +$259K +5,764 +67%
GFP
524
Gryphon Financial Partners
Ohio
$644K
NCM
525
Neumann Capital Management
California
$643K -$37.8K -840 -6%