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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 %
HWM
376
Howard Wealth Management
Connecticut
$1.55M -$48.7K -1,180 -3%
SAM
377
Sequent Asset Management
Texas
$1.55M – – –
WT
378
Whittier Trust
California
$1.54M – – –
EPP
379
ETF Portfolio Partners
Kansas
$1.52M -$428K -10,364 -22%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$1.51M +$383K +9,272 +34%
GPWA
381
Great Point Wealth Advisors
Massachusetts
$1.51M – – –
TIM
382
Total Investment Management
Arizona
$1.5M +$1.5M +36,408 New
NFC
383
Northeast Financial Consultants
Connecticut
$1.5M +$5.61K +136 +0.4%
KBFS
384
Kohmann Bosshard Financial Services
Ohio
$1.49M – – –
EW
385
Element Wealth
Mississippi
$1.49M +$1.29M +31,312 +664%
NFG
386
Nations Financial Group
Iowa
$1.46M -$48.9K -1,184 -3%
MPCG
387
Matrix Private Capital Group
New York
$1.43M -$2.64K -64 -0.2%
DW
388
Domani Wealth
Pennsylvania
$1.43M +$1.43M +34,624 New
PV
389
Private Vista
Illinois
$1.42M -$1.15K -28 -0.1%
PCM
390
Perritt Capital Management
Illinois
$1.41M +$28.7K +696 +2%
MGIA
391
Matthew Goff Investment Advisor
Texas
$1.41M -$21.8K -528 -2%
SHA
392
Seneca House Advisors
Virginia
$1.4M -$130K -3,156 -9%
I
393
IberiaBank
Louisiana
$1.4M -$113K -2,744 -7%
SQA
394
Simon Quick Advisors
New Jersey
$1.38M +$884K +21,424 +177%
IWS
395
Insight Wealth Strategies
California
$1.38M -$20.2M -488,768 -94%
PCS
396
Personal CFO Solutions
New Jersey
$1.38M +$267K +6,460 +24%
FCBT
397
First Citizens Bank & Trust
North Carolina
$1.37M +$660K +16,000 +93%
BP
398
BBR Partners
New York
$1.37M -$117K -2,828 -8%
MCM
399
Manchester Capital Management
Vermont
$1.37M -$11.6K -280 -0.8%
GLLW
400
Graves Light Lenhart Wealth
Virginia
$1.36M +$25.6K +620 +2%
14 15
16
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