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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 %
CRC
301
Curi RMB Capital
Illinois
$2.57M -$24.8K -600 -1%
ST
302
Smithfield Trust
Pennsylvania
$2.57M -$275K -6,676 -10%
OC
303
Oppenheimer & Co
New York
$2.5M -$139K -3,364 -5%
TWP
304
Total Wealth Planning
Ohio
$2.47M +$83.5K +2,024 +3%
RJT
305
Raymond James Trust
Florida
$2.46M +$20.1K +488 +0.8%
PFP
306
Pinnacle Financial Partners
Tennessee
$2.44M +$132K +3,200 +6%
TFF
307
The Family Firm
Maryland
$2.43M -$39.9K -968 -2%
AMG
308
Asset Management Group
Connecticut
$2.42M -$116K -2,800 -5%
Franklin Resources
309
Franklin Resources
California
$2.41M -$568K -13,760 -19%
UBG
310
United Bank (Georgia)
Georgia
$2.4M -$22.8K -552 -0.9%
DWT
311
Dorsey & Whitney Trust
South Dakota
$2.39M +$2.39M +57,960 New
WP
312
WMS Partners
Maryland
$2.38M -$18.2K -440 -0.8%
PFG
313
Pacific Financial Group
Washington
$2.38M +$19.8K +480 +0.8%
SCM
314
Stordahl Capital Management
Colorado
$2.37M -$231K -5,812 -9%
RIS
315
Retirement Income Solutions
Michigan
$2.37M -$182K -4,400 -7%
JHCP
316
Jackson Hole Capital Partners
Oklahoma
$2.37M +$300K +7,276 +15%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$2.37M -$603K -14,620 -20%
AIP
318
Ahrens Investment Partners
Louisiana
$2.32M -$385K -9,340 -14%
HCM
319
Hudson Capital Management
New Jersey
$2.29M +$27.5K +680 +1%
APWM
320
Atlas Private Wealth Management
New York
$2.29M +$36.5K +884 +2%
ACP
321
Arcus Capital Partners
Georgia
$2.27M +$603K +14,604 +36%
KOMWMG
322
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.25M -$250K -6,052 -10%
AAP
323
Arax Advisory Partners
Colorado
$2.22M +$1.82M +44,044 +455%
CAC
324
Certified Advisory Corp
Florida
$2.19M -$61.4K -1,488 -3%
MFG
325
Merit Financial Group
Georgia
$2.19M +$1.99M +48,204 +975%
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