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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 %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$13M -$13M
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$12.9M +$2.74M +52,744 +27%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$12.8M -$3.43M -66,076 -21%
PIM
129
Parker Investment Management
California
$12.8M -$14.5M -280,236 -53%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$12.8M
FLA
131
Financial Life Advisors
Texas
$12.5M -$465K -8,956 -4%
PSP
132
Principal Street Partners
Tennessee
$12.3M +$24.9K +480 +0.2%
ECM
133
Evergreen Capital Management
Washington
$12.2M -$2.06M -39,788 -14%
PPA
134
Parametric Portfolio Associates
Washington
$12.2M +$11.6M +223,100 +1,902%
MA
135
Mutual Advisors
Nebraska
$12.1M +$5.16M +99,436 +74%
CA
136
Centerpoint Advisors
Massachusetts
$12.1M -$2.76M -53,128 -19%
CAG
137
Csenge Advisory Group
Florida
$12M +$12M +230,740 New
AWM
138
Argent Wealth Management
Massachusetts
$11.6M +$274K +4,788 +2%
BFPW
139
BOK Financial Private Wealth
Colorado
$11.4M +$8.93M +172,152 +366%
DADC
140
D.A. Davidson & Co
Montana
$11.3M -$625K -12,044 -5%
SS
141
Simplicity Solutions
Minnesota
$11.2M +$5.12M +98,796 +84%
DSA
142
Droms Strauss Advisors
Missouri
$10.8M +$1.02M +19,648 +10%
CFG
143
Citizens Financial Group
Rhode Island
$10.7M -$302K -5,824 -3%
MFM
144
Mirsky Financial Management
New York
$10.6M -$962K -18,548 -8%
PFM
145
Parsec Financial Management
North Carolina
$10.6M +$748K +14,424 +8%
APA
146
American Portfolios Advisors
New York
$10.5M +$1.42M +27,340 +16%
HW
147
Hancock Whitney
Mississippi
$10.5M +$647K +12,464 +7%
MIAN
148
Mariner Independent Advisor Network
Kansas
$10.1M -$882K -16,848 -8%
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$10.1M +$176K +3,392 +2%
BPA
150
Beacon Pointe Advisors
California
$10M +$4.88M +94,208 +95%