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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 %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$325K -$27K -600 -8%
MM
652
Meridian Management
Arkansas
$324K
SIC
653
Salem Investment Counselors
North Carolina
$324K +$17.3K +384 +6%
TWM
654
Torch Wealth Management
Ohio
$320K
AP
655
Advisor Partners
California
$316K
LB
656
Legacy Bridge
Iowa
$315K
HCM
657
Harvey Capital Management
Florida
$315K
DIS
658
Diversified Investment Strategies
Louisiana
$312K
CG
659
Corundum Group
Colorado
$312K
ONST
660
Old North State Trust
North Carolina
$308K
WIA
661
World Investment Advisors
California
$307K -$23.3M -518,308 -99%
FCBT
662
First Citizens Bank & Trust
North Carolina
$307K -$58.7K -1,304 -16%
JGIA
663
Jackson Grant Investment Advisers
Connecticut
$300K +$1.08K +24 +0.4%
CSM
664
CAMG Solamere Management
North Carolina
$297K -$15.7K -348 -5%
CWM
665
Chesapeake Wealth Management
Virginia
$293K
FPIS
666
Financial Planning & Information Services
Wisconsin
$291K
AP
667
Atwood & Palmer
Missouri
$289K +$289K +6,428 New
SPL
668
Smart Portfolios LLC
Washington
$288K
AC
669
Abbrea Capital
California
$288K +$40.5K +900 +16%
WF
670
Welch & Forbes
Massachusetts
$286K
CTA
671
Colonial Trust Advisors
South Carolina
$286K +$180 +4 +0.1%
PCA
672
Peddock Capital Advisors
Massachusetts
$286K +$20K +444 +8%
MFW
673
Mosaic Family Wealth
Missouri
$284K
ADL
674
Asset Dedication LLC
California
$281K
MOS
675
MGO One Seven
Ohio
$278K -$13.8K -308 -5%