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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 %
PFG
351
Pacific Financial Group
Washington
$2.38M – – –
FI
352
FormulaFolio Investments
Michigan
$2.37M -$955K -18,404 -29%
BAM
353
Belpointe Asset Management
Nevada
$2.36M +$57K +1,100 +2%
CA
354
Calton & Associates
Florida
$2.35M -$50.4K -972 -2%
SC
355
Savant Capital
Illinois
$2.35M +$64.3K +1,240 +3%
CWAG
356
Compton Wealth Advisory Group
Virginia
$2.35M -$143K -2,760 -6%
EWM
357
Evercore Wealth Management
New York
$2.33M -$280K -5,392 -11%
FFN
358
Focus Financial Network
Minnesota
$2.32M +$152K +2,936 +7%
IP
359
Investment Partners
Ohio
$2.31M +$55.6K +1,072 +2%
WAG
360
Winthrop Advisory Group
Massachusetts
$2.3M +$32.1K +612 +1%
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$2.29M -$681K -13,120 -23%
CIC
362
Carnegie Investment Counsel
Ohio
$2.28M – – –
WQ
363
Wealth Quarterback
New Jersey
$2.28M +$105K +2,032 +5%
SFA
364
Sequoia Financial Advisors
Ohio
$2.27M +$3.32K +64 +0.1%
ACP
365
Arcus Capital Partners
Georgia
$2.26M -$591K -11,400 -21%
CI
366
Conning Inc
Connecticut
$2.23M – – –
CAM
367
Carret Asset Management
New York
$2.23M +$38.6K +744 +2%
MA
368
Montag & Associates
Georgia
$2.22M -$1.27M -24,576 -36%
WANY
369
Wealthspire Advisors (New York)
New York
$2.19M -$1.66M -32,032 -43%
IWC
370
Integrated Wealth Concepts
Massachusetts
$2.18M -$1.46M -28,060 -40%
FMBTD
371
First Midwest Bank Trust Division
Illinois
$2.18M -$149K -2,864 -6%
EDRIA
372
Edmonds Duncan Registered Investment Advisors
Kansas
$2.17M +$21.4K +412 +1%
NAS
373
Nicolet Advisory Services
Wisconsin
$2.14M +$589K +11,356 +38%
CF
374
Centaurus Financial
California
$2.13M +$963K +18,560 +83%
DC
375
Davenport & Co
Virginia
$2.12M -$55.4K -1,068 -3%
13 14
15
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