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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 %
HF
126
Halpern Financial
Virginia
$14.5M -$381K -6,600 -3%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$14.4M +$105K +1,820 +0.7%
IFS
128
Ifrah Financial Services
Arkansas
$14.4M -$372K -6,436 -3%
IA
129
IFP Advisors
Florida
$14.4M -$3.05M -52,852 -18%
FLA
130
Financial Life Advisors
Texas
$13.8M -$116K -2,012 -0.8%
BOH
131
Bank of Hawaii
Hawaii
$13.8M -$2.15M -37,132 -13%
PSP
132
Principal Street Partners
Tennessee
$13.8M +$30K +520 +0.2%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$13.7M +$3.78M +65,460 +38%
GL
134
Graypoint LLC
New York
$13.6M -$1.39M -24,040 -9%
LNWWM
135
Laird Norton Wetherby Wealth Management
California
$13.2M -$994K -17,200 -7%
FAIM
136
Financial Advocates Investment Management
Washington
$12.9M +$4.28M +74,080 +50%
PFM
137
Parsec Financial Management
North Carolina
$12.9M +$1.1M +19,100 +9%
RFM
138
Royal Fund Management
Florida
$12.9M -$2.13M -36,844 -14%
CFG
139
Citizens Financial Group
Rhode Island
$12.8M +$869K +15,072 +7%
ECM
140
Evergreen Capital Management
Washington
$12.5M -$1.04M -17,984 -8%
PPA
141
Parametric Portfolio Associates
Washington
$12.5M -$1.04M -18,024 -8%
PIM
142
Parker Investment Management
California
$12.4M -$1.87M -32,284 -13%
PL
143
Polianta Ltd
Jersey
$12.3M +$12.3M +213,600 New
HW
144
Hancock Whitney
Mississippi
$12.3M +$632K +10,932 +5%
MFM
145
Mirsky Financial Management
New York
$11.9M +$124K +2,140 +1%
CS
146
Comerica Securities
Michigan
$11.9M -$5.18M -89,672 -30%
DSA
147
Droms Strauss Advisors
Missouri
$11.9M -$157K -2,716 -1%
TRCT
148
Tower Research Capital (TRC)
New York
$11.8M +$4.37M +75,584 +59%
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$11.3M +$7.86M +135,984 +230%
MA
150
Mutual Advisors
Nebraska
$11.3M -$2.23M -38,652 -17%