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iShares S&P 500 Growth ETF
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Overview Fund Activity

992 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 406 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+54
Holders Change %
+5.76%
% of All Funds
20.39%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
2.38%
New
108
Increased
271
Reduced
406
Closed
47
Calls
$20.1M
Puts
$4.26M
Net Calls
+$15.9M
Net Calls Change
+$3.56M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$205M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$127M
3
ABTD
Arvest Bank Trust Division
Oklahoma
+$52.6M
4
Ameriprise
Ameriprise
Minnesota
+$20.2M
5
Mariner
Mariner
Kansas
+$19.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$100M
3
Bank of America
Bank of America
North Carolina
-$87.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$81.5M
5
HNB
Huntington National Bank
Ohio
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
301
Curi RMB Capital
Illinois
$3.23M – – –
BDF
302
Balasa Dinverno & Foltz
$3.21M -$47.7K -920 -1%
PWA
303
Peterson Wealth Advisors
Utah
$3.17M +$1.03M +19,816 +48%
CCM
304
Colorado Capital Management
Colorado
$3.15M -$78.2K -1,516 -2%
ST
305
Smithfield Trust
Pennsylvania
$3.13M -$103K -1,992 -3%
SG
306
StoneX Group
New York
$3.09M +$1.38M +26,676 +81%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$3.07M +$420K +8,104 +16%
TFF
308
The Family Firm
Maryland
$3.07M +$13.3K +256 +0.4%
AMG
309
Asset Management Group
Connecticut
$3.06M +$15.8K +304 +0.5%
TWP
310
Total Wealth Planning
Ohio
$3.03M -$72.6K -1,400 -2%
MCM
311
Moore Capital Management
New York
$3.03M +$3.03M +58,400 New
MHS
312
M Holdings Securities
Oregon
$3.03M +$3.03M +58,332 New
PFP
313
Pinnacle Financial Partners
Tennessee
$3M -$65.8K -1,268 -2%
SCM
314
Stordahl Capital Management
Colorado
$2.97M -$120K -2,304 -4%
Two Sigma Advisers
315
Two Sigma Advisers
New York
$2.97M +$2.26M +43,600 +321%
WP
316
WMS Partners
Maryland
$2.95M -$40.7K -784 -1%
SWP
317
Strategic Wealth Partners
Ohio
$2.93M +$2.93M +56,384 New
RJT
318
Raymond James Trust
Florida
$2.89M -$207K -3,988 -7%
Natixis Advisors
319
Natixis Advisors
Massachusetts
$2.88M -$89.8K -1,732 -3%
AAP
320
Arax Advisory Partners
Colorado
$2.86M +$77K +1,484 +3%
CCP
321
Corient Capital Partners
California
$2.85M -$965K -18,600 -25%
AI
322
Atria Investments
North Carolina
$2.85M +$2.85M +54,864 New
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$2.84M -$1.4M -26,760 -33%
CAC
324
Certified Advisory Corp
Florida
$2.8M +$41.9K +808 +2%
GRP
325
Global Retirement Partners
California
$2.71M -$537K -10,344 -17%
11 12
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