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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 %
JFG
576
JMG Financial Group
Illinois
$540K
KWM
577
Kingsview Wealth Management
Oregon
$538K -$168K -4,060 -24%
NCM
578
Neumann Capital Management
California
$538K -$33K -800 -6%
TCA
579
Transcend Capital Advisors
New Jersey
$538K +$538K +13,036 New
AP
580
Arlington Partners
Alabama
$536K
BCM
581
Brasada Capital Management
Texas
$534K -$61.4K -1,488 -10%
BCP
582
Blue Chip Partners
Michigan
$533K -$256K -6,212 -32%
MWM
583
McNaughton Wealth Management
California
$530K -$123K -2,980 -19%
SCM
584
Smith Capital Management
Arkansas
$528K -$264K -6,400 -33%
TFGT
585
TS Financial Group (TSFG)
Illinois
$527K +$20.5K +496 +4%
BS
586
Boenning & Scattergood
Pennsylvania
$521K -$56.1K -1,360 -10%
DI
587
Disciplined Investments
Oklahoma
$520K +$72.9K +1,768 +16%
LF
588
LifeSteps Financial
California
$519K
BCA
589
Berman Capital Advisors
Georgia
$518K
VR
590
Viridian RIA
Washington
$509K -$9.57K -232 -2%
TC
591
TAP Consulting
Missouri
$507K -$21.1K -512 -4%
CCM
592
Condor Capital Management
New Jersey
$505K -$2.48K -60 -0.5%
Lazard Asset Management
593
Lazard Asset Management
New York
$501K
FRA
594
Front Row Advisors
California
$501K +$56.6K +1,200 +13%
FCA
595
FinTrust Capital Advisors
South Carolina
$491K -$51.8K -1,256 -10%
FWM
596
Focused Wealth Management
New York
$491K -$21K -508 -4%
SSW
597
Smith Shellnut Wilson
Mississippi
$485K
CAN
598
Claraphi Advisory Network
United States
$485K +$263K +6,388 +119%
PPA
599
Parametric Portfolio Associates
Washington
$484K -$382K -9,256 -44%
WIC
600
Whitegate Investment Counselors
New Hampshire
$481K -$97.5K -2,364 -17%