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iShares S&P 500 Growth ETF

992 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 406 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+54
Holders Change %
+5.76%
% of All Funds
20.39%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
2.38%
New
108
Increased
271
Reduced
406
Closed
47
Calls
$20.1M
Puts
$4.26M
Net Calls
+$15.9M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
676
Cambridge Trust
Massachusetts
$452K -$88.6K -1,576 -16%
BFA
677
Beaumont Financial Advisors
Massachusetts
$452K +$452K +8,708 New
WCM
678
Wealthcare Capital Management
Virginia
$445K -$5.81K -112 -1%
RMA
679
Roffman Miller Associates
Pennsylvania
$445K +$445K +8,580 New
CWG
680
Cornerstone Wealth Group
North Carolina
$442K -$40.4K -780 -8%
AAM
681
Augustine Asset Management
Florida
$439K -$31.3K -604 -7%
SFWA
682
Summit Financial Wealth Advisors
Louisiana
$439K +$439K +8,152 New
CCM
683
Covington Capital Management
California
$437K +$254K +4,896 +139%
GI
684
GAMCO Investors
Connecticut
$436K
Fiera Capital (Canada)
685
Fiera Capital (Canada)
Quebec, Canada
$436K +$436K +8,408 New
CGA
686
Crescent Grove Advisors
Illinois
$435K
CP
687
Covenant Partners
Tennessee
$427K
DBRC
688
D.B. Root & Company
Pennsylvania
$425K +$415 +8 +0.1%
EFS
689
Essex Financial Services
Connecticut
$422K -$50.2K -968 -11%
MWM
690
Modera Wealth Management
New Jersey
$422K
AC
691
Addison Capital
Pennsylvania
$421K
JIC
692
Joel Isaacson & Co
New York
$421K +$415 +8 +0.1%
DIA
693
Dana Investment Advisors
Wisconsin
$420K -$8.29K -160 -2%
SXL
694
Summit X LLC
Missouri
$419K -$17.9K -344 -4%
FA
695
Fiducient Advisors
Illinois
$418K +$28.4K +548 +7%
W
696
Wealthquest
Ohio
$415K +$415K +8,008 New
SBWM
697
Sunflower Bank Wealth Management
Arizona
$414K
CWS
698
Cypress Wealth Services
California
$413K -$87.7K -1,692 -18%
GW
699
GW & Wade
Massachusetts
$408K +$207 +4 +0.1%
QCG
700
Quadrant Capital Group
Ohio
$402K -$164K -3,168 -29%