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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 %
SMFS
726
Squar Milner Financial Services
California
$229K -$135K -2,328 -37%
DIP
727
DT Investment Partners
Pennsylvania
$228K +$228K +5,064 New
CFC
728
Coyle Financial Counsel
Illinois
$227K
WA1
729
Wimmer Associates 1
California
$225K
FPCP
730
Fort Point Capital Partners
California
$225K
Chevy Chase Trust
731
Chevy Chase Trust
Maryland
$224K -$45.9K -1,020 -17%
KF
732
Krilogy Financial
Missouri
$223K -$20.4K -452 -8%
SWM
733
Segment Wealth Management
Texas
$222K +$222K +4,928 New
FANJ
734
Financial Architects (New Jersey)
New Jersey
$219K -$4.86K -108 -2%
LGWM
735
Litman Gregory Wealth Management
California
$218K
CAM
736
Covenant Asset Management
New Jersey
$218K
GGI
737
Godsey & Gibb Inc
Virginia
$217K -$6.66K -148 -3%
CAN
738
Claraphi Advisory Network
United States
$217K -$1.62K -36 -0.7%
CPSAC
739
Chas P. Smith & Associates (CPS)
Florida
$217K
PL
740
Plancorp LLC
Missouri
$217K
RVPG
741
Relative Value Partners Group
$216K -$539 -12 -0.2%
EFL
742
ERn Financial LLC
Wisconsin
$215K -$12.8K -284 -6%
BFA
743
Beaumont Financial Advisors
Massachusetts
$214K
SDWMA
744
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K
FAN
745
Financial Advisors Network
California
$212K
CAMG
746
CWA Asset Management Group
Florida
$211K
AC
747
Alexandria Capital
Virginia
$208K -$47.4K -1,056 -19%
GPA
748
Garrison Point Advisors
California
$203K
ANTB
749
AMG National Trust Bank
Colorado
$203K +$203K +4,500 New
PGA
750
Portland Global Advisors
Maine
$202K -$56.6K -1,256 -22%