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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 %
TYCC
601
Texas Yale Capital Corp
Florida
$479K
RFWA
602
RPg Family Wealth Advisory
Massachusetts
$478K +$14.9K +360 +3%
EIA
603
Eldridge Investment Advisors
New Hampshire
$472K -$24.3K -588 -5%
BFG
604
Beacon Financial Group
Texas
$472K
TWP
605
TFO Wealth Partners
Ohio
$471K
RMCM
606
Reynders McVeigh Capital Management
Massachusetts
$469K -$66K -1,600 -12%
FIM
607
Fernwood Investment Management
Massachusetts
$466K
MMHP
608
Murphy Middleton Hinkle & Parker
Georgia
$463K
SC
609
Scotia Capital
Ontario, Canada
$461K +$826 +20 +0.2%
AIA
610
Arbor Investment Advisors
North Carolina
$458K -$95.6K -2,316 -17%
PA
611
Pinnacle Associates
New York
$457K
PWA
612
Providence Wealth Advisors
Illinois
$456K
ACA
613
Affinity Capital Advisors
California
$455K -$58.9K -1,272 -11%
BOPW
614
Brandywine Oak Private Wealth
Pennsylvania
$454K
SIC
615
Sigma Investment Counselors
Michigan
$454K
QCG
616
Quadrant Capital Group
Ohio
$453K -$31.4K -756 -6%
SWA
617
Sutton Wealth Advisors
Florida
$451K
TFS
618
TrustCore Financial Services
Tennessee
$449K +$347K +8,416 +341%
LC
619
Lindbrook Capital
California
$448K
WWM
620
Windsor Wealth Management
Indiana
$447K
MWA
621
Martel Wealth Advisors
Washington
$445K -$47.4K -1,148 -10%
GEA
622
Glen Eagle Advisors
New Jersey
$441K -$7.1K -172 -2%
RPC
623
Rossmore Private Capital
Connecticut
$441K
CIA
624
Capital Investment Advisors
Georgia
$438K +$495 +12 +0.1%
WSTAM
625
Wilbanks Smith & Thomas Asset Management
Virginia
$436K +$49.4K +1,196 +13%