IVW icon

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 %
TA
701
Trellis Advisors
Washington
$400K
FDS
702
Freedom Day Solutions
Texas
$396K +$5.18K +100 +1%
WTB
703
Washington Trust Bank
Washington
$395K -$35.9K -692 -8%
WF
704
Welch & Forbes
Massachusetts
$387K
WEC
705
Winslow Evans & Crocker
Massachusetts
$382K +$230K +4,436 +151%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$380K -$16.4K -316 -4%
JGC
707
J. Goldman & Co
New York
$379K -$4.19M -80,712 -92%
MCM
708
Murphy Capital Management
New Jersey
$378K
AL
709
Aspiriant LLC
California
$375K
SIC
710
Salem Investment Counselors
North Carolina
$374K
FAM
711
Formidable Asset Management
Ohio
$374K +$374K +6,932 New
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$373K -$24.9K -480 -6%
MM
713
Meridian Management
Arkansas
$373K
OPS
714
Orion Portfolio Solutions
Nebraska
$373K +$51.2K +988 +16%
BWM
715
BerganKDV Wealth Management
Minnesota
$373K +$188K +3,632 +102%
HT
716
Heritage Trust
Oklahoma
$372K +$2.07K +40 +0.6%
DWM
717
Darwin Wealth Management
Florida
$371K -$103K -1,984 -22%
Wealth Enhancement Advisory Services
718
Wealth Enhancement Advisory Services
Minnesota
$366K +$28.3K +512 +8%
IAA
719
Independent Advisor Alliance
North Carolina
$366K +$366K +6,500 New
AP
720
Advisor Partners
California
$365K -$5.61K -108 -2%
HCM
721
Harvey Capital Management
Florida
$363K
CG
722
Corundum Group
Colorado
$359K
TF
723
Tompkins Financial
New York
$358K
ONST
724
Old North State Trust
North Carolina
$355K
AA
725
Ancora Advisors
Ohio
$354K +$127K +2,440 +56%