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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 %
TWM
276
Tolleson Wealth Management
Texas
$2.83M – – –
SWP
277
Stratos Wealth Partners
Ohio
$2.81M +$375K +9,076 +15%
PWAP
278
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.79M +$226K +4,916 +9%
MA
279
Montag & Associates
Georgia
$2.78M -$685K -16,612 -20%
B
280
Bailard
California
$2.77M -$114K -2,768 -4%
PIMG
281
Patriot Investment Management Group
Tennessee
$2.74M -$27.6K -668 -1%
MWM
282
Mattern Wealth Management
Kansas
$2.73M -$237K -5,752 -8%
NAM
283
NTV Asset Management
West Virginia
$2.73M -$24.8K -600 -0.9%
LF
284
Lee Financial
Texas
$2.72M -$29.5K -716 -1%
CWM
285
Calamos Wealth Management
Illinois
$2.72M -$733K -17,772 -21%
NA
286
NewEdge Advisors
Louisiana
$2.71M -$17.5K -424 -0.6%
EIP
287
Ellis Investment Partners
Pennsylvania
$2.71M +$122K +3,084 +5%
Jane Street
288
Jane Street
New York
$2.67M +$2.67M +64,604 New
YWP
289
YorkBridge Wealth Partners
New York
$2.66M -$14K -340 -0.5%
NB
290
Northwest Bancshares
Pennsylvania
$2.65M – – –
FI
291
FormulaFolio Investments
Michigan
$2.64M -$6.79M -164,688 -72%
DBIA
292
Dumont & Blake Investment Advisors
New Jersey
$2.62M -$44.2K -1,072 -2%
AB
293
Atlas Brown
Kentucky
$2.61M -$6.93K -168 -0.3%
BSW
294
Buckingham Strategic Wealth
Missouri
$2.6M -$143K -3,460 -5%
BDF
295
Balasa Dinverno & Foltz
$2.59M -$54.8K -1,328 -2%
BCM
296
Brookstone Capital Management
Illinois
$2.59M -$800K -19,388 -24%
GRP
297
Global Retirement Partners
California
$2.58M -$1.13M -27,360 -30%
AWP
298
Ascent Wealth Partners
New York
$2.58M +$370K +8,968 +17%
CCM
299
Colorado Capital Management
Colorado
$2.58M -$104K -2,532 -4%
AIA
300
Avalon Investment & Advisory
Texas
$2.57M +$1.63M +39,580 +174%
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