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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 %
GJIC
851
Gamble Jones Investment Counsel
California
$206K +$206K +3,972 New
1W
852
1776 Wealth
Georgia
$205K -$205K -3,960 -50%
SMFS
853
Squar Milner Financial Services
California
$205K
OC
854
Oarsman Capital
Wisconsin
$205K +$205K +3,952 New
WBG
855
Wharton Business Group
Pennsylvania
$205K +$205K +3,956 New
PGA
856
Portland Global Advisors
Maine
$204K +$204K +3,924 New
FFA
857
First Foundation Advisors
California
$203K +$203K +3,908 New
MFT
858
Moisand Fitzgerald Tamayo
Florida
$201K
MAS
859
Managed Account Services
Florida
$201K +$201K +3,740 New
PWP
860
Principle Wealth Partners
Connecticut
$201K +$201K +3,868 New
GM
861
GeoWealth Management
Illinois
$201K +$201K +3,868 New
CBB
862
Citizens Business Bank
California
$200K +$200K +3,860 New
HFA
863
Hoover Financial Advisors
Pennsylvania
$199K +$199K +3,844 New
HR
864
Howe & Rusling
New York
$195K
TIM
865
Tortoise Investment Management
New York
$192K
KPW
866
Kore Private Wealth
New York
$189K
LS
867
Leelyn Smith
Illinois
$175K -$21K -404 -11%
EW
868
Evoke Wealth
California
$169K -$208 -4 -0.1%
IFA
869
Interactive Financial Advisors
Illinois
$160K -$828 -16 -0.5%
SIS
870
SVB Investment Services
Utah
$154K +$154K +2,960 New
TWA
871
TCI Wealth Advisors
Arizona
$146K -$10.4K -200 -7%
CAAS
872
Capital Asset Advisory Services
Michigan
$144K +$1.35K +24 +0.9%
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$142K
SIM
874
Sonora Investment Management
Arizona
$138K
FWM
875
FSA Wealth Management
Massachusetts
$137K