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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 %
ISWM
101
Independent Solutions Wealth Management
New York
$13M -$109K -2,636 -0.8%
GIA
102
GHP Investment Advisors
Colorado
$13M -$357K -8,640 -3%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$13M -$21.2M
Bank of New York Mellon
104
Bank of New York Mellon
New York
$12.9M +$2.79M +67,720 +28%
CL
105
Choreo LLC
Illinois
$12.8M -$29.2K -708 -0.2%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$12.6M +$516K +12,516 +4%
ANB
107
Amarillo National Bank
Texas
$12.6M +$749K +18,152 +6%
Northern Trust
108
Northern Trust
Illinois
$12.4M +$1.48M +35,772 +14%
FWP
109
FAS Wealth Partners
Kansas
$12.3M -$643K -15,588 -5%
TW
110
Transform Wealth
Colorado
$12.2M +$226K +5,472 +2%
SFI
111
SPC Financial Inc
Maryland
$12.1M +$20.6K +500 +0.2%
CS
112
Comerica Securities
Michigan
$11.9M +$537K +13,004 +5%
WWM
113
Western Wealth Management
Colorado
$11.8M +$2.64K +64 +0%
CA
114
Centerpoint Advisors
Massachusetts
$11.8M +$290K +7,020 +3%
SAM
115
Silvercrest Asset Management
New York
$11.6M -$121K -2,940 -1%
Comerica Bank
116
Comerica Bank
Texas
$11.5M -$1.76M -38,372 -13%
IA
117
IFP Advisors
Florida
$11.4M -$3.14M -74,920 -22%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$11.4M +$10.1M +243,928 +741%
BOH
119
Bank of Hawaii
Hawaii
$11.4M -$601K -14,560 -5%
ECM
120
Evergreen Capital Management
Washington
$11.3M +$1.15M +27,776 +11%
GL
121
Graypoint LLC
New York
$11.2M +$11.2M +270,720 New
V
122
Veritable
Delaware
$11.1M -$364K -8,828 -3%
IFAM
123
Institutional & Family Asset Management
Colorado
$11.1M -$8.25K -200 -0.1%
HF
124
Halpern Financial
Virginia
$10.8M +$915K +22,184 +9%
AIA
125
Alera Investment Advisors
Illinois
$10.8M -$170K -4,096 -2%