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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 %
Winslow Capital Management
676
Winslow Capital Management
Minnesota
$342K +$342K +8,296 New
WCG
677
Weaver Consulting Group
California
$341K +$16.5K +400 +5%
DIA
678
Dana Investment Advisors
Wisconsin
$341K +$341K +8,264 New
CP
679
Covenant Partners
Tennessee
$340K
DBRC
680
D.B. Root & Company
Pennsylvania
$337K -$16.5K -400 -5%
JIC
681
Joel Isaacson & Co
New York
$335K -$95K -2,300 -22%
MWM
682
Modera Wealth Management
New Jersey
$335K
AC
683
Addison Capital
Pennsylvania
$335K
IC
684
InterOcean Capital
Illinois
$335K +$83.4K +2,020 +33%
SBWM
685
Sunflower Bank Wealth Management
Arizona
$329K
SIC
686
Samalin Investment Counsel
New York
$328K -$38.7K -940 -11%
GW
687
GW & Wade
Massachusetts
$324K +$330 +8 +0.1%
SFSG
688
Stearns Financial Services Group
North Carolina
$320K +$214K +5,180 +201%
TA
689
Trellis Advisors
Washington
$318K
RP
690
Riverbridge Partners
Minnesota
$318K +$318K +7,704 New
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$317K -$127K -3,072 -29%
WAP
692
Wealthcare Advisory Partners
Pennsylvania
$315K -$6.59K -160 -2%
FDS
693
Freedom Day Solutions
Texas
$311K -$4.13K -100 -1%
WSFS
694
Wilmington Savings Fund Society
Delaware
$310K -$124K -2,996 -29%
FA
695
Fiducient Advisors
Illinois
$310K -$8.08K -196 -3%
SBSB
696
Sullivan, Bruyette, Speros & Blaney
Virginia
$308K
TNB
697
TCF National Bank
South Dakota
$307K
WF
698
Welch & Forbes
Massachusetts
$307K +$45.3K +1,100 +17%
Neuberger Berman Group
699
Neuberger Berman Group
New York
$305K +$77.8K +1,884 +34%
AAMU
700
Amundi Asset Management US
Massachusetts
$302K +$302K +7,328 New