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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 %
PWP
176
Personal Wealth Partners
Minnesota
$8.54M +$2.77K +48 +0%
NB
177
Nicolet Bankshares
Wisconsin
$8.49M +$31.2K +540 +0.4%
DIP
178
DT Investment Partners
Pennsylvania
$8.41M -$178K -3,076 -2%
BWA
179
BDO Wealth Advisors
Florida
$8.39M -$57.3K -992 -0.7%
RA
180
RFG Advisory
Alabama
$8.34M +$1.12M +19,400 +16%
WFA
181
Wellspring Financial Advisors
Ohio
$8.31M -$36K -624 -0.4%
USAA
182
United Services Automobile Association
Texas
$8.29M
IF
183
Ironwood Financial
Arizona
$8.27M +$6.66M +115,344 +415%
GWM
184
Geneos Wealth Management
Colorado
$8.18M -$423K -7,508 -5%
JFA
185
Johanson Financial Advisors
California
$8.03M -$64.6K -1,104 -0.8%
APP
186
Avantax Planning Partners
Iowa
$8.02M -$343K -5,932 -4%
CPSC
187
Carl P. Sherr & Co
Massachusetts
$8M +$515K +8,908 +7%
MWM
188
Mattern Wealth Management
Kansas
$7.94M +$1.93M +33,324 +32%
AWM
189
Avior Wealth Management
Nebraska
$7.92M -$718K -12,428 -8%
LWA
190
LWS Wealth Advisors
New Jersey
$7.83M -$532K -9,208 -6%
TFCP
191
Twin Focus Capital Partners
Massachusetts
$7.76M -$86.2K -1,492 -1%
WANY
192
Wealthspire Advisors (New York)
New York
$7.76M +$5.31M +91,956 +217%
OIA
193
OneDigital Investment Advisors
Kansas
$7.56M -$50.1K -868 -0.7%
KP
194
Keel Point
Alabama
$7.41M +$5.95M +102,916 +405%
CAL
195
Capital Advisors Ltd
Ohio
$7.39M +$2.88M +49,792 +64%
PFA
196
Pinnacle Family Advisors
Missouri
$7.37M +$2.07M +35,808 +39%
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$7.28M -$1.04M -18,000 -13%
LIA
198
LBMC Investment Advisors
Tennessee
$7.22M -$45.3K -784 -0.6%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$7.1M +$2.52M +44,756 +55%
AF
200
Advisornet Financial
Minnesota
$7.07M +$135K +2,336 +2%