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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 %
CIC
351
Carnegie Investment Counsel
Ohio
$1.82M +$1.16K +28 +0.1%
CF
352
Corrigan Financial
Rhode Island
$1.81M -$19.5K -472 -1%
SFA
353
Sequoia Financial Advisors
Ohio
$1.8M -$8.58K -208 -0.5%
IP
354
Investment Partners
Ohio
$1.8M +$76.3K +1,848 +4%
TI
355
Trexquant Investment
Connecticut
$1.79M +$947K +22,944 +112%
WAG
356
Winthrop Advisory Group
Massachusetts
$1.79M +$330 +8 +0%
CI
357
Conning Inc
Connecticut
$1.78M – – –
CCM
358
CWH Capital Management
Washington
$1.74M -$12.9K -312 -0.7%
CAM
359
Carret Asset Management
New York
$1.74M +$127K +3,088 +8%
RWG
360
Regal Wealth Group
California
$1.74M -$380K -9,204 -18%
DC
361
Davenport & Co
Virginia
$1.73M -$8.92K -216 -0.5%
FFN
362
Focus Financial Network
Minnesota
$1.73M +$197K +4,768 +13%
WQ
363
Wealth Quarterback
New Jersey
$1.71M +$708K +17,404 +71%
EDRIA
364
Edmonds Duncan Registered Investment Advisors
Kansas
$1.71M -$8.95M -216,832 -84%
PWA
365
Peterson Wealth Advisors
Utah
$1.7M +$219K +5,300 +15%
GVAG
366
Great Valley Advisor Group
Delaware
$1.69M +$43.3K +1,048 +3%
GCM
367
Gables Capital Management
Florida
$1.69M – – –
RWRC
368
R.W. Roge & Company
New York
$1.65M -$69K -1,672 -4%
PA
369
PSI Advisors
Florida
$1.64M -$236K -5,712 -13%
PA
370
Procyon Advisors
Connecticut
$1.62M -$132K -3,188 -8%
OPA
371
Old Port Advisors
Maine
$1.61M -$104K -2,532 -6%
GT
372
Glenview Trust
Kentucky
$1.6M -$27.2K -660 -2%
ATPW
373
Ashton Thomas Private Wealth
Arizona
$1.57M +$102K +2,464 +7%
IWM
374
IHT Wealth Management
Illinois
$1.56M -$339K -8,228 -18%
SCI
375
S&CO Inc
Massachusetts
$1.56M – – –
13 14
15
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