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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 %
PPP
751
Private Portfolio Partners
New Jersey
$318K +$7.06K +136 +2%
RMDI
752
R.M. Davis Inc
Maine
$317K -$37.9K -732 -11%
VBFG
753
Vishria Bird Financial Group
Tennessee
$317K
FPIS
754
Financial Planning & Information Services
Wisconsin
$313K -$17K -328 -5%
CWM
755
Confluence Wealth Management
Oregon
$313K
SC
756
Steph & Co
Wisconsin
$311K
LJAC
757
L.J. Altfest & Co
New York
$311K
ADL
758
Asset Dedication LLC
California
$311K
TWM
759
Titus Wealth Management
California
$310K +$18.2K +352 +6%
RWA
760
Ropes Wealth Advisors
Massachusetts
$309K
WA1
761
Wimmer Associates 1
California
$307K
FT
762
Fiduciary Trust
Massachusetts
$305K -$22.6K -436 -7%
NWP
763
Northstar Wealth Partners
Connecticut
$305K -$11.4K -220 -4%
GAM
764
Gemmer Asset Management
California
$303K +$622 +12 +0.2%
WA
765
Waverly Advisors
Alabama
$302K +$229 +4 +0.1%
FB
766
Fulton Bank
Pennsylvania
$301K +$301K +5,808 New
FPCP
767
Fort Point Capital Partners
California
$300K +$40.5K +780 +16%
RG
768
Rikoon Group
New Mexico
$299K +$1.66K +32 +0.6%
HBT
769
Hills Bank & Trust
Iowa
$296K
CTA
770
Chesley Taft & Associates
Illinois
$296K
BC
771
Brio Consultants
California
$294K -$20.8K -400 -7%
MI
772
Moneywise Inc
Virginia
$292K +$414 +8 +0.1%
FIG
773
FundX Investment Group
California
$290K
WCM
774
WealthBridge Capital Management
Ohio
$290K +$3.12K +60 +1%
QC
775
QCM Cayman
Texas
$288K +$288K +5,560 New