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iShares S&P 500 Growth ETF

938 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 391 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-44
Holders Change %
-4.48%
% of All Funds
20.72%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.25%
New
76
Increased
267
Reduced
391
Closed
106
Calls
$16.3M
Puts
$3.98M
Net Calls
+$12.3M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
MAI Capital Management
Ohio
$18.8M +$62.4K +1,512 +0.3%
SS
77
Sunbelt Securities
Texas
$18.7M +$9.78M +215,444 +109%
PAIM
78
Punch & Associates Investment Management
Minnesota
$18.7M +$374K +9,064 +2%
EWMCB
79
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$18.6M -$293K -7,104 -2%
Citigroup
80
Citigroup
New York
$18.6M +$480K +11,644 +3%
HWA
81
Hilltop Wealth Advisors
North Carolina
$17.8M +$141K +3,412 +0.8%
KL
82
KWMG LLC
Kansas
$17.3M -$7.53M -182,592 -30%
Financial Engines Advisors
83
Financial Engines Advisors
California
$17M +$1.64M +39,752 +11%
UB
84
UMB Bank
Missouri
$16.3M -$792K -19,200 -5%
AAS
85
Avantax Advisory Services
Texas
$16.2M +$816K +19,772 +5%
CG
86
Colony Group
Massachusetts
$16.2M +$7.89M +191,324 +96%
FMC
87
First Merchants Corp
Indiana
$16M +$762K +18,464 +5%
BF
88
BOK Financial
Oklahoma
$15.8M +$695K +16,852 +5%
SI
89
Stephens Inc
Arkansas
$15.7M -$180K -4,356 -1%
TCBWMS
90
Texas Capital Bank Wealth Management Services
Texas
$15.7M +$688K +16,676 +5%
MML Investors Services
91
MML Investors Services
Massachusetts
$15.4M +$922K +22,352 +6%
CAI
92
Capital Advisors Inc
Oklahoma
$15.4M -$466K -11,300 -3%
PCTC
93
Perkins Coie Trust Company
Washington
$15.4M -$130K -3,156 -0.8%
MA
94
MUFG Americas
New York
$15.1M -$56.4K -1,368 -0.4%
BB
95
Busey Bank
Illinois
$14.5M +$67.8K +1,644 +0.5%
CFA
96
Cahill Financial Advisors
Minnesota
$14.2M -$822K -19,920 -5%
TPWA
97
TRUE Private Wealth Advisors
Oregon
$14.2M -$4.74M -114,876 -25%
GIM
98
Goelzer Investment Management
Indiana
$14.1M +$227K +5,500 +2%
WIA
99
World Investment Advisors
California
$13.9M +$390K +9,456 +3%
SWPG
100
Strategic Wealth Partners Group
Illinois
$13.2M +$1.85M +44,920 +16%