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iShares S&P 500 Growth ETF

865 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
19%
Holding in Top 10
90
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.26%
% of All Funds
1.98%
New
52
Increased
266
Reduced
323
Closed
49
Calls
$22.5M
Puts
$469K
Net Calls
+$22.1M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Altium Wealth Management
New York
$450K -$135K -3,008 -23%
KCM
602
Karp Capital Management
California
$450K
ST
603
Sageworth Trust
Pennsylvania
$449K
PAG
604
Pinnacle Advisory Group
Maryland
$443K
AAP
605
Arax Advisory Partners
Colorado
$432K -$52.8K -1,172 -11%
CANC
606
Culbertson A N & Co
Virginia
$429K
FRA
607
Front Row Advisors
California
$423K -$1.08K -24 -0.3%
WSTAM
608
Wilbanks Smith & Thomas Asset Management
Virginia
$420K -$4.68K -104 -1%
CFA
609
Carroll Financial Associates
North Carolina
$418K +$1.62K +36 +0.4%
CCB
610
Cutter & Co Brokerage
Missouri
$417K +$899 +20 +0.2%
AFG
611
Albion Financial Group
Utah
$414K
MCM
612
Mengis Capital Management
Oregon
$414K +$86.6K +1,924 +26%
DBRC
613
D.B. Root & Company
Pennsylvania
$411K -$3.06K -68 -0.7%
OCG
614
Opus Capital Group
Ohio
$411K
SXL
615
Summit X LLC
Missouri
$407K -$23.8K -528 -6%
WCM
616
Wealthcare Capital Management
Virginia
$406K -$360 -8 -0.1%
AAM
617
Augustine Asset Management
Florida
$403K
SQA
618
Simon Quick Advisors
New Jersey
$402K -$2.49M -55,252 -86%
CA
619
Claro Advisors
Massachusetts
$402K -$2.16K -48 -0.5%
CFS
620
CRA Financial Services
New Jersey
$398K -$1.8K -40 -0.5%
WTB
621
Washington Trust Bank
Washington
$393K -$13.7K -304 -3%
TA
622
Trellis Advisors
Washington
$390K
CP
623
Covenant Partners
Tennessee
$385K
FNBOO
624
First National Bank of Omaha
Nebraska
$384K -$406K -9,024 -51%
BSB
625
Bangor Savings Bank
Maine
$382K +$33.7K +748 +10%