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iShares S&P 500 Growth ETF

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Shares
Change %
HCMNY
501
Howard Capital Management (New York)
New York
$757K -$4.13K -100 -0.5%
AA
502
Argent Advisors
Louisiana
$755K +$58.4K +1,416 +8%
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$734K -$181K -4,392 -20%
CA
504
Cornerstone Advisory
Maryland
$729K +$178K +4,304 +32%
BEI
505
Benjamin Edwards Inc
Missouri
$725K -$1.16K -28 -0.2%
PCA
506
Personal Capital Advisors
California
$720K -$82.3K -1,996 -10%
MBT
507
Montecito Bank & Trust
California
$718K
CAG
508
Crestwood Advisors Group
Massachusetts
$717K -$246K -5,960 -26%
JFA
509
JNBA Financial Advisors
Minnesota
$717K
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$711K -$119K -2,876 -14%
CPIG
511
Chicago Partners Investment Group
Illinois
$711K -$35.5K -768 -5%
WAM
512
Wallington Asset Management
Indiana
$710K
PFBT
513
Parkside Financial Bank & Trust
Missouri
$709K -$17.3K -420 -2%
WCF
514
West Coast Financial
California
$707K -$1.49K -36 -0.2%
FHA
515
Flagship Harbor Advisors
Massachusetts
$702K +$2.14K +52 +0.3%
GMA
516
Goldstein Munger & Associates
California
$693K
SFS
517
Sowell Financial Services
Arkansas
$687K -$944K -22,860 -58%
KAH
518
Kathryn A. Hall
$683K
SLWS
519
Swaine & Leidel Wealth Services
Florida
$680K +$88.8K +2,152 +15%
TFO
520
Tarbox Family Office
California
$679K +$153K +3,720 +29%
OMC
521
Old Mission Capital
Illinois
$676K -$2.72M -65,972 -80%
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$675K +$31.5K +764 +5%
OWD
523
Osborn Williams & Donohoe
Ohio
$671K
MGWM
524
Marks Group Wealth Management
Minnesota
$668K
Prudential Financial
525
Prudential Financial
New Jersey
$663K +$248K +6,008 +60%