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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 %
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$22.6M +$2.92M +56,316 +15%
EWMCB
77
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$22.5M -$939K -18,100 -4%
Citigroup
78
Citigroup
New York
$22M -$1.45M -27,948 -6%
SEI Investments
79
SEI Investments
Pennsylvania
$21.6M -$2.19M -42,260 -9%
HWA
80
Hilltop Wealth Advisors
North Carolina
$20.8M -$1.64M -31,544 -7%
AAS
81
Avantax Advisory Services
Texas
$20.7M +$279K +5,388 +1%
WIA
82
World Investment Advisors
California
$20.6M +$1.37M +23,888 +7%
CAI
83
Capital Advisors Inc
Oklahoma
$20.5M -$830K -14,488 -4%
RCIM
84
Red Cedar Investment Management
Michigan
$20.3M -$12.9M -247,988 -39%
SI
85
Stephens Inc
Arkansas
$19.9M +$102K +1,960 +0.5%
MML Investors Services
86
MML Investors Services
Massachusetts
$19M -$383K -7,388 -2%
MA
87
MUFG Americas
New York
$18.5M -$461K -8,880 -2%
TPWA
88
TRUE Private Wealth Advisors
Oregon
$17.5M -$287K -5,524 -2%
UB
89
UMB Bank
Missouri
$17.5M -$2.96M -57,048 -14%
AWM
90
AE Wealth Management
Kansas
$17.2M +$5.43M +104,652 +46%
BB
91
Busey Bank
Illinois
$17.1M -$1.14M -22,068 -6%
BFG
92
Barber Financial Group
Kansas
$17M +$10M +192,932 +143%
PCTC
93
Perkins Coie Trust Company
Washington
$16.8M -$2.59M -49,956 -13%
GIA
94
GHP Investment Advisors
Colorado
$16.5M +$96.9K +1,868 +0.6%
GIM
95
Goelzer Investment Management
Indiana
$15.8M -$1.92M -36,968 -11%
SWPG
96
Strategic Wealth Partners Group
Illinois
$15.8M -$816K -15,736 -5%
FAAS
97
First Allied Advisory Services
California
$15.7M +$3.81M +73,476 +32%
BZWA
98
Blue Zone Wealth Advisors
California
$15.7M +$6.67M +128,532 +74%
WWM
99
Western Wealth Management
Colorado
$15.7M +$799K +15,412 +5%
KL
100
KWMG LLC
Kansas
$15.6M -$6.11M -117,720 -28%