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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 %
TFS
776
TrustCore Financial Services
Tennessee
$111K -$78.4K -1,744 -41%
JWA
777
JFS Wealth Advisors
Pennsylvania
$111K
FBT
778
First Bank & Trust
South Dakota
$111K
PMFA
779
Plante Moran Financial Advisors
Michigan
$109K
CTB
780
Country Trust Bank
Illinois
$109K
TA
781
Thor Advisors
New York
$107K +$107K +2,380 New
RFA
782
Reilly Financial Advisors
California
$105K
CIA
783
Cascade Investment Advisors
Oregon
$99K
QCMNJ
784
Quantum Capital Management (New Jersey)
New Jersey
$99K
SFSG
785
Stearns Financial Services Group
North Carolina
$97K
LWA
786
Lowe Wealth Advisors
Maryland
$95K
BAM
787
Barrett Asset Management
New York
$95K
POIA
788
Pin Oak Investment Advisors
Texas
$94K
REMPR
789
Roof Eidam Maycock Peralta (REMP)
California
$93K +$93K +2,064 New
CIM
790
Contravisory Investment Management
Massachusetts
$80K +$80K +1,768 New
LWM
791
Lenox Wealth Management
Ohio
$79K
BWM
792
BerganKDV Wealth Management
Minnesota
$79K
NSB
793
Norway Savings Bank
Maine
$77K +$21.6K +480 +39%
GWAG
794
Garrett Wealth Advisory Group
Texas
$74.9K +$74.9K +1,664 New
BWM
795
Baystate Wealth Management
Massachusetts
$69K +$362 +8 +0.5%
LWM
796
Liberty Wealth Management
California
$66K -$24.2K -536 -27%
CHC
797
City Holding Co
West Virginia
$65K
MCM
798
McMillion Capital Management
North Carolina
$62K
PFO
799
Pathstone Family Office
New Jersey
$55K
RFM
800
Royal Fund Management
Florida
$55K