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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.67B
2
M&T Bank
M&T Bank
New York
+$289M
3
Morgan Stanley
Morgan Stanley
New York
+$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.5M
5
HC
HNP Capital
New York
+$65.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.1B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$123M
3
HNB
Huntington National Bank
Ohio
-$85M
4
Stifel Financial
Stifel Financial
Missouri
-$76.5M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
251
Tiedemann Advisors
New York
$3.39M +$1.12M +27,192 +49%
UBV
252
United Bank (Virginia)
Virginia
$3.39M – – –
Bessemer Group
253
Bessemer Group
New Jersey
$3.36M -$58.4K -1,416 -2%
FHC
254
First Heartland Consultants
Missouri
$3.33M -$3.07M -74,444 -48%
PP
255
Palladium Partners
Virginia
$3.32M -$1.26M -30,432 -27%
ACM
256
Allred Capital Management
Texas
$3.32M +$671K +16,260 +25%
LBC
257
Lowe Brockenbrough & Co
Virginia
$3.26M +$397K +9,628 +14%
TNB
258
Thomasville National Bank
Georgia
$3.23M +$74K +1,644 +2%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$3.19M -$483K -12,228 -13%
FP
260
Financial Perspectives
Minnesota
$3.19M -$103K -2,504 -3%
AW
261
ACG Wealth
Georgia
$3.19M -$297K -7,192 -9%
WC
262
Waterloo Capital
Texas
$3.13M +$3.13M +75,752 New
SAM
263
Shone Asset Management
California
$3.12M +$3.12M +68,224 New
CFA
264
Carroll Financial Associates
North Carolina
$3.12M +$2.46M +59,716 +375%
WANY
265
Wealthspire Advisors (New York)
New York
$3.07M +$2.02M +48,844 +192%
HF
266
HRT Financial
New York
$3.04M +$3.04M +73,764 New
CCP
267
Corient Capital Partners
California
$3.03M -$859K -20,820 -22%
EB
268
Eastern Bank
Massachusetts
$3.01M +$900K +21,800 +43%
GG
269
GenWealth Group
New Jersey
$2.98M -$44.9K -1,088 -1%
Brown Advisory
270
Brown Advisory
Maryland
$2.97M -$1.4M -34,048 -32%
BMCM
271
Bryn Mawr Capital Management
Pennsylvania
$2.96M +$150K +3,640 +5%
ABC
272
Associated Banc-Corp
Wisconsin
$2.92M +$70.7K +1,712 +2%
IWC
273
Integrated Wealth Concepts
Massachusetts
$2.89M -$3.65M -88,344 -56%
CMO
274
Covenant Multifamily Offices
Texas
$2.89M -$387K -9,372 -12%
PWAG
275
Polaris Wealth Advisory Group
California
$2.86M +$2.86M +69,248 New
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