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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 %
GP
701
Girard Partners
Pennsylvania
$254K
FNC
702
First National Corp
Massachusetts
$254K +$6.84K +152 +3%
MC
703
Moors & Cabot
Massachusetts
$252K -$2.86K -64 -1%
BFPW
704
BOK Financial Private Wealth
Colorado
$252K
BC
705
Brio Consultants
California
$252K +$900 +20 +0.4%
ABTD
706
Arvest Bank Trust Division
Oklahoma
$251K -$23.9K -532 -9%
WHG
707
Westwood Holdings Group
Texas
$251K
WA
708
Waverly Advisors
Alabama
$251K +$180 +4 +0.1%
WJWM
709
Williams Jones Wealth Management
New York
$251K +$251K +5,580 New
FIA
710
Foundations Investment Advisors
Arizona
$250K +$250K +5,660 New
BIC
711
Beach Investment Counsel
Pennsylvania
$249K
LG
712
Leuthold Group
Minnesota
$249K +$4.86K +108 +2%
ZF
713
Zhang Financial
Michigan
$248K -$14.7K -328 -6%
TWM
714
Titus Wealth Management
California
$248K +$22.7K +504 +10%
AEPG
715
American Economic Planning Group
New Jersey
$244K
PAM
716
Palisade Asset Management
Minnesota
$241K
IA
717
IFG Advisory
Georgia
$240K +$240K +5,348 New
LRIA
718
Leonard Rickey Investment Advisors
Washington
$239K +$180 +4 +0.1%
RBC
719
Roble Belko & Company
Pennsylvania
$238K
CBB
720
Citizens Business Bank
California
$234K
GTAM
721
Global Trust Asset Management
Florida
$234K
WWM
722
WT Wealth Management
Arizona
$234K +$234K +5,220 New
RWA
723
Ropes Wealth Advisors
Massachusetts
$232K +$232K +5,164 New
AL
724
Aspiriant LLC
California
$230K
CIM
725
Cambria Investment Management
California
$230K