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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 %
RW
576
Rand Wealth
Maryland
$213K
JGIA
577
Jackson Grant Investment Advisers
Connecticut
$211K +$1.53K +40 +0.7%
NWP
578
Northstar Wealth Partners
Connecticut
$211K +$211K +5,348 New
CSIA
579
Charles Schwab Investment Advisory
California
$209K +$209K +5,480 New
RG
580
Rikoon Group
New Mexico
$207K -$94K -2,460 -31%
AC
581
Alexandria Capital
Virginia
$207K +$7.32K +192 +4%
BFPW
582
BOK Financial Private Wealth
Colorado
$204K +$204K +5,344 New
BP
583
Ballentine Partners
Massachusetts
$203K
CAM
584
Carret Asset Management
New York
$203K +$203K +5,312 New
UWPG
585
Ullmann Wealth Partners Group
Florida
$203K +$203K +5,332 New
RBC
586
Roble Belko & Company
Pennsylvania
$202K
TWA
587
TCI Wealth Advisors
Arizona
$202K +$202K +5,280 New
VCM
588
Vigilant Capital Management
Maine
$201K
TIM
589
Tortoise Investment Management
New York
$200K +$94.4K +2,468 +89%
LRIA
590
Leonard Rickey Investment Advisors
Washington
$200K +$200K +5,240 New
CCM
591
Coldstream Capital Management
Washington
$198K -$115K -3,020 -37%
IFA
592
Interactive Financial Advisors
Illinois
$193K -$26.1K -684 -12%
LWA
593
Lowe Wealth Advisors
Maryland
$191K
MFT
594
Moisand Fitzgerald Tamayo
Florida
$186K
TFS
595
TrustCore Financial Services
Tennessee
$180K +$180K +4,716 New
CCM
596
Cribstone Capital Management
Maine
$176K
OIA
597
OneDigital Investment Advisors
Kansas
$174K +$150K +3,940 +631%
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$170K +$170K +4,460 New
SC
599
Sawyer & Company
Massachusetts
$168K +$168K +4,396 New
IP
600
Intellectus Partners
California
$162K