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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 %
NNP
201
Nachman Norwood & Parrott
South Carolina
$5.07M -$221K -5,368 -4%
AllianceBernstein
202
AllianceBernstein
Tennessee
$5.05M -$205K -4,960 -4%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$5.04M +$1.06M +25,652 +27%
SCA
204
Snowden Capital Advisors
New York
$4.98M -$20.1K -488 -0.4%
SS
205
Simplicity Solutions
Minnesota
$4.86M -$28.1K -680 -0.6%
CWM
206
Cranbrook Wealth Management
Michigan
$4.85M -$408K -9,892 -8%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$4.84M +$382K +9,248 +9%
William Blair & Company
208
William Blair & Company
Illinois
$4.81M -$287K -6,948 -6%
TD Asset Management
209
TD Asset Management
Ontario, Canada
$4.77M +$136K +3,456 +3%
FDCC
210
Foster Dykema Cabot & Co
Massachusetts
$4.75M -$2.56M -61,996 -35%
PFA
211
Pinnacle Family Advisors
Missouri
$4.7M -$370K -8,944 -7%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$4.68M +$3.34M +80,532 +249%
PP
213
Prudential plc
United Kingdom
$4.65M +$4.65M +112,800 New
FBA
214
Front Barnett Associates
Illinois
$4.5M +$9.9K +240 +0.2%
LFAS
215
Level Four Advisory Services
Texas
$4.5M -$845K -20,468 -16%
SMG
216
Spectrum Management Group
Indiana
$4.5M +$4.29M +103,968 +2,088%
SHIM
217
Stone House Investment Management
Pennsylvania
$4.43M -$334K -8,104 -7%
VC
218
Veracity Capital
Georgia
$4.43M -$491K -11,904 -10%
TF
219
TIAA FSB
Florida
$4.42M +$58.6K +1,420 +1%
CA
220
Clearstead Advisors
Ohio
$4.39M +$63.9K +1,548 +1%
IWAG
221
Integer Wealth Advisors Group
Georgia
$4.3M +$15K +312 +0.4%
SEIA
222
Signature Estate & Investment Advisors
California
$4.26M -$113K -2,740 -3%
SNT
223
Security National Trust
West Virginia
$4.22M -$258K -6,260 -6%
VC
224
Vestor Capital
Illinois
$4.2M -$153K -3,704 -4%
SCG
225
Sonata Capital Group
Washington
$4.14M -$192K -4,660 -4%