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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 %
BFIM
901
Beese Fulmer Investment Management
Ohio
$87K +$87K +1,672 New
BWM
902
Baystate Wealth Management
Massachusetts
$80K
ICM
903
Islay Capital Management
Texas
$79K +$79K +1,532 New
CIA
904
Cascade Investment Advisors
Oregon
$77.8K -$36.3K -700 -32%
Kayne Anderson Rudnick Investment Management
905
Kayne Anderson Rudnick Investment Management
California
$76K
WFMPM
906
Woodley Farra Manion Portfolio Management
Indiana
$76K
RG
907
Retirement Group
California
$75K +$75K +1,440 New
CHC
908
City Holding Co
West Virginia
$74K
FCM
909
Firestone Capital Management
Florida
$73K
TH
910
TCTC Holdings
Texas
$71K +$71K +1,368 New
AWM
911
Apollon Wealth Management
South Carolina
$71K +$71K +1,368 New
PFO
912
Pathstone Family Office
New Jersey
$70K +$7K +136 +11%
RIM
913
Rockbridge Investment Management
New York
$66K +$66K +1,280 New
CWP
914
CFM Wealth Partners
Texas
$64K -$34.4K -664 -35%
CCA
915
Column Capital Advisors
Indiana
$64K
SFG
916
Sowa Financial Group
Rhode Island
$64K
CFG
917
Capstone Financial Group
Oklahoma
$63K
BA
918
Ballast Advisors
Minnesota
$62K
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$58K
RE
920
RBC Europe
United Kingdom
$57.1K
HGWM
921
Harvest Group Wealth Management
Massachusetts
$56K -$6.34K -124 -10%
CIM
922
Contravisory Investment Management
Massachusetts
$54K -$6.23K -120 -10%
PAI
923
Pittenger & Anderson Inc
Nebraska
$54K
LDFR
924
Lehman & Derafelo Financial Resources
Pennsylvania
$54K +$15.9K +308 +42%
FA
925
Faithward Advisors
Pennsylvania
$52K