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iShares S&P 500 Growth ETF

704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+86
Holders Change %
+13.92%
% of All Funds
15.99%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.86%
New
119
Increased
190
Reduced
250
Closed
27
Calls
$3.96M
Puts
$2.03M
Net Calls
+$1.93M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
551
Harvey Capital Management
Florida
$259K -$76.2K -2,000 -23%
PI
552
PHH Investments
Texas
$256K +$256K +6,704 New
YU
553
Yale University
Connecticut
$255K +$255K +6,688 New
PCA
554
Peddock Capital Advisors
Massachusetts
$252K -$6.74K -176 -3%
LWA
555
Lenox Wealth Advisors
New York
$252K
FCFS
556
First Command Financial Services
Texas
$252K
FCB
557
First Command Bank
Texas
$252K
VWM
558
Valley Wealth Managers
New Jersey
$251K +$251K +6,572 New
CIA
559
Capital Investment Advisors
Georgia
$250K +$1.53K +40 +0.6%
AC
560
Abbrea Capital
California
$244K
CA
561
Calton & Associates
Florida
$244K +$244K +5,980 New
OA
562
Opes Advisors
California
$244K +$244K +6,400 New
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$241K +$57.4K +1,504 +31%
RRWA
564
Rainey & Randall Wealth Advisors
Florida
$237K +$237K +6,208 New
MI
565
Moneywise Inc
Virginia
$233K +$611 +16 +0.3%
PL
566
Parthenon LLC
Kentucky
$232K
TAM
567
Tocqueville Asset Management
New York
$229K
BAM
568
Belpointe Asset Management
Nevada
$229K +$7.32K +192 +3%
LJAC
569
L.J. Altfest & Co
New York
$229K +$229K +6,000 New
SFSIG
570
San Francisco Sentry Investment Group
California
$226K -$29K -760 -11%
GIA
571
Guyasuta Investment Advisors
Pennsylvania
$226K
PA
572
Pinnacle Associates
New York
$220K -$15.3K -400 -7%
FWM
573
Frontier Wealth Management
Missouri
$215K -$374K -9,760 -63%
OC
574
Oarsman Capital
Wisconsin
$215K
AA
575
Ancora Advisors
Ohio
$215K +$215K +5,624 New