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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 %
DSC
526
Duncker Streett & Co
Missouri
$661K -$48.3K -1,172 -7%
SWA
527
SFMG Wealth Advisors
Texas
$660K -$41.1K -996 -6%
MA
528
MONECO Advisors
Connecticut
$658K -$22K -532 -3%
RW
529
REDW Wealth
New Mexico
$658K
S
530
SignatureFD
Georgia
$655K -$29.9K -724 -4%
HCM
531
HMS Capital Management
Tennessee
$652K
IAIM
532
International Assets Investment Management
Florida
$651K +$651K +15,772 New
LWAC
533
Laurel Wealth Advisors (California)
California
$648K -$90.8K -2,200 -12%
FPGK
534
Financial Partners Group (Kansas)
Kansas
$646K -$6.63K -168 -1%
LHC
535
Little House Capital
Massachusetts
$637K -$90.7K -2,196 -12%
NDSI
536
Newman Dignan & Sheerar Inc
Rhode Island
$634K
CPA
537
Capital Planning Advisors
California
$630K
CWM
538
Cornerstone Wealth Management
Missouri
$629K -$202K -4,888 -24%
GPFA
539
Game Plan Financial Advisors
Ohio
$627K -$833K -20,140 -57%
PWM
540
Perigon Wealth Management
California
$627K -$222K -5,036 -26%
CS
541
Capital Square
Tennessee
$625K -$23.6K -572 -4%
MWM
542
Mission Wealth Management
California
$623K -$28.1K -680 -4%
SCM
543
SOL Capital Management
Maryland
$611K -$1.65K -40 -0.3%
KPCM
544
Kings Point Capital Management
New York
$605K -$122K -2,960 -17%
SBH
545
Segall Bryant & Hamill
Illinois
$602K +$62.1K +1,512 +12%
LFG
546
LifePlan Financial Group
Ohio
$600K +$15.5K +376 +3%
PCG
547
Private Capital Group
Connecticut
$599K -$114K -2,772 -16%
SFG
548
StrategIQ Financial Group
Indiana
$597K -$37.8K -916 -6%
IAN
549
Integrated Advisors Network
Texas
$597K -$4.95K -120 -0.8%
PSF
550
Pacific Sun Financial
California
$594K +$2.64K +64 +0.4%