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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 %
AWM
651
Affinity Wealth Management
Delaware
$383K -$601K -13,084 -61%
MCM
652
Mengis Capital Management
Oregon
$383K +$4.12K +100 +1%
AFG
653
Albion Financial Group
Utah
$380K
BWA
654
Beam Wealth Advisors
Louisiana
$378K -$866K -20,976 -70%
EFS
655
Essex Financial Services
Connecticut
$376K +$40K +968 +12%
DWM
656
Darwin Wealth Management
Florida
$376K +$64.2K +1,560 +21%
ST
657
Sageworth Trust
Pennsylvania
$375K
NP
658
NorthRock Partners
Minnesota
$375K +$1.65K +40 +0.4%
AAM
659
Augustine Asset Management
Florida
$374K +$2.47K +60 +0.7%
KFA
660
Kelleher Financial Advisors
New York
$371K
CFS
661
CRA Financial Services
New Jersey
$371K +$5.78K +140 +2%
HCM
662
Hollencrest Capital Management
California
$369K
CFA
663
CWS Financial Advisors
Michigan
$369K
SDWMA
664
Schneider Downs Wealth Management Advisors
Pennsylvania
$369K +$175K +4,240 +90%
RRWA
665
Rainey & Randall Wealth Advisors
Florida
$363K -$65.8K -1,596 -15%
GC
666
Guggenheim Capital
Illinois
$363K +$363K +8,800 New
WCM
667
Wealthcare Capital Management
Virginia
$359K -$11.4K -276 -3%
CFD
668
Creative Financial Designs
Indiana
$354K -$370K -8,972 -51%
1W
669
1776 Wealth
Georgia
$354K +$177K +3,960 +100%
CA
670
Claro Advisors
Massachusetts
$350K -$1.49K -36 -0.4%
SXL
671
Summit X LLC
Missouri
$349K -$17.6K -424 -5%
GI
672
GAMCO Investors
Connecticut
$347K
CGA
673
Crescent Grove Advisors
Illinois
$346K +$44.5K +1,080 +15%
WTB
674
Washington Trust Bank
Washington
$343K -$17.5K -424 -5%
WI
675
Wintrust Investments
Illinois
$342K +$24.9K +604 +8%