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iShares S&P 500 Growth ETF

1,004 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 276 increasing their positions, 432 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+12
Holders Change %
+1.21%
% of All Funds
20.31%
Holding in Top 10
106
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.62%
% of All Funds
2.14%
New
72
Increased
276
Reduced
432
Closed
49
Calls
$8.69M
Puts
$5.02M
Net Calls
+$3.67M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$27.2M +$2.07M +35,904 +8%
PWM
77
Praetorian Wealth Management
California
$26.9M +$237K +4,104 +0.9%
NSIM
78
North Star Investment Management
Illinois
$25.6M +$283K +4,904 +1%
SI
79
Stephens Inc
Arkansas
$25.4M +$3.26M +56,360 +15%
BF
80
BOK Financial
Oklahoma
$25.3M -$453K -7,836 -2%
SS
81
Simplicity Solutions
Minnesota
$25.2M +$12.7M +220,012 +102%
PAIM
82
Punch & Associates Investment Management
Minnesota
$23.7M -$2.44M -42,172 -9%
HWA
83
Hilltop Wealth Advisors
North Carolina
$23.2M +$121K +2,088 +0.5%
EWMCB
84
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$23M -$2.06M -35,724 -8%
Citigroup
85
Citigroup
New York
$22.4M -$2.05M -35,424 -8%
KAS
86
Kestra Advisory Services
Texas
$22.3M +$22.3M +386,880 New
CAI
87
Capital Advisors Inc
Oklahoma
$22M +$1.33M +23,076 +6%
CG
88
Colony Group
Massachusetts
$21.8M +$11.2M +194,592 +106%
SEI Investments
89
SEI Investments
Pennsylvania
$21.4M -$2.57M -44,508 -11%
WIA
90
World Investment Advisors
California
$21.2M +$341K +5,896 +2%
MA
91
MUFG Americas
New York
$20.5M -$77.6K -1,344 -0.4%
MML Investors Services
92
MML Investors Services
Massachusetts
$20.3M -$879K -15,224 -4%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$19M -$12.7M -220,564 -40%
ASN
94
Advisory Services Network
Georgia
$18.8M +$3.68M +63,632 +24%
BB
95
Busey Bank
Illinois
$18.6M -$378K -6,548 -2%
BCM
96
Brookstone Capital Management
Illinois
$18.3M +$10.2M +175,832 +125%
GIA
97
GHP Investment Advisors
Colorado
$18.3M -$106K -1,828 -0.6%
HT
98
Hefren-Tillotson
Pennsylvania
$18.1M +$8.11M +140,364 +81%
CL
99
Choreo LLC
Illinois
$17.9M +$1.01M +17,400 +6%
Northern Trust
100
Northern Trust
Illinois
$17.8M +$480K +8,312 +3%