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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 %
DPI
326
Diversified Portfolios Inc
Michigan
$2.14M -$25.3K -612 -1%
DK
327
Darrell & King
Virginia
$2.13M +$2.13M +51,620 New
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$2.11M +$379K +9,176 +22%
BA
329
Bristlecone Advisors
Washington
$2.1M -$102K -2,468 -5%
EWM
330
Evercore Wealth Management
New York
$2.08M +$343K +8,324 +20%
DWA
331
Dorsey Wright & Associates
California
$2.07M +$2.07M +50,040 New
XF
332
XML Financial
Maryland
$2.05M -$372K -9,016 -15%
DIM
333
Delta Investment Management
California
$2.04M -$1.82M -44,200 -47%
WP
334
WealthSource Partners
California
$2.03M -$3.01M -72,812 -60%
OWA
335
Outlook Wealth Advisors
Texas
$2.02M -$457K -11,084 -18%
CWAG
336
Compton Wealth Advisory Group
Virginia
$1.98M -$251K -6,092 -11%
TA
337
Townsend & Associates
Colorado
$1.98M +$183K +4,300 +10%
BAC
338
Boys Arnold & Co
North Carolina
$1.97M -$141K -3,420 -7%
FNBT
339
FineMark National Bank & Trust
Florida
$1.96M -$100K -2,436 -5%
BFPW
340
BOK Financial Private Wealth
Colorado
$1.94M +$664K +16,084 +52%
BCWM
341
Blue Chip Wealth Management
Florida
$1.93M -$39.9K -968 -2%
CA
342
Calton & Associates
Florida
$1.91M +$17K +412 +0.9%
MFW
343
Meristem Family Wealth
Minnesota
$1.91M +$67.5K +1,636 +4%
OAM
344
Oppenheimer Asset Management
New York
$1.88M +$275K +6,652 +17%
NFG
345
Noven Financial Group
Colorado
$1.87M -$21.8M -527,844 -92%
FMBTD
346
First Midwest Bank Trust Division
Illinois
$1.85M +$137K +3,320 +8%
BAM
347
Belpointe Asset Management
Nevada
$1.83M -$702K -17,016 -28%
TRCT
348
Tower Research Capital (TRC)
New York
$1.82M -$2.95M -71,492 -62%
KM
349
Kalos Management
Georgia
$1.82M -$6.58M -158,400 -78%
SC
350
Savant Capital
Illinois
$1.82M -$73.8K -1,788 -4%
12 13
14
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