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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 %
APA
151
American Portfolios Advisors
New York
$7.25M +$876K +21,220 +14%
ASN
152
Advisory Services Network
Georgia
$7.17M -$2.35M -57,072 -25%
BZWA
153
Blue Zone Wealth Advisors
California
$7.17M +$1.02M +24,732 +17%
LWA
154
LWS Wealth Advisors
New Jersey
$7.12M -$1.15M -27,932 -14%
HT
155
Hefren-Tillotson
Pennsylvania
$6.97M +$6.97M +166,300 New
AIC
156
Ameritas Investment Company
Nebraska
$6.94M -$19K -480 -0.3%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$6.92M +$5.85M +145,040 +548%
SAM
158
Securian Asset Management
Minnesota
$6.92M -$1.19M -28,800 -15%
BFM
159
Broadview Financial Management
Wisconsin
$6.84M +$247K +5,976 +4%
F
160
F3Logic
Minnesota
$6.78M +$105K +2,552 +2%
CA
161
Cetera Advisors
Colorado
$6.75M +$168K +4,068 +3%
RFM
162
Royal Fund Management
Florida
$6.71M +$6.64M +160,980 +9,537%
FAIM
163
Financial Advocates Investment Management
Washington
$6.65M -$876K -21,220 -12%
PWP
164
Personal Wealth Partners
Minnesota
$6.53M -$2.12M -51,324 -24%
APP
165
Avantax Planning Partners
Iowa
$6.43M -$434K -10,512 -6%
CWM
166
Cahaba Wealth Management
Georgia
$6.36M -$2.36M -57,140 -27%
AFC
167
Adaptive Financial Consulting
Ohio
$6.33M +$245K +5,936 +4%
AWM
168
Avior Wealth Management
Nebraska
$6.31M -$1.47M -35,656 -19%
AIM
169
Acropolis Investment Management
Missouri
$6.25M -$48.7K -1,180 -0.8%
WP
170
WealthPLAN Partners
Nebraska
$6.24M -$208K -4,420 -3%
RWM
171
RKL Wealth Management
Pennsylvania
$6.22M -$167K -4,048 -3%
USAA
172
United Services Automobile Association
Texas
$6.18M +$1.04M +25,148 +20%
GWM
173
Geneos Wealth Management
Colorado
$6.17M +$49K +1,212 +0.8%
AF
174
Advisornet Financial
Minnesota
$6.14M +$647K +15,680 +12%
DIP
175
DT Investment Partners
Pennsylvania
$6.13M +$41.8K +1,012 +0.7%