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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 %
SG
401
StoneX Group
New York
$1.36M -$644K -15,604 -32%
HPC
402
HM Payson & Co
Maine
$1.35M -$130K -3,156 -9%
BJL
403
Brighton Jones LLC
Washington
$1.35M +$138K +3,340 +11%
VFA
404
Valeo Financial Advisors
Indiana
$1.35M +$101K +2,276 +8%
MPW
405
MA Private Wealth
California
$1.35M -$120K -2,904 -8%
DCM
406
Dimension Capital Management
Florida
$1.34M – – –
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
$1.34M +$111K +2,688 +9%
FCI
408
Financial Counselors Inc
Kansas
$1.33M -$40K -968 -3%
STA
409
Summit Trail Advisors
New York
$1.33M +$1.33M +32,264 New
EE
410
EWG Elevate
California
$1.32M -$620K -15,032 -32%
ZIC
411
ZWJ Investment Counsel
Georgia
$1.32M – – –
ECG
412
Edge Capital Group
Georgia
$1.3M +$1.3M +31,400 New
HA
413
Harborview Advisors
Maine
$1.29M +$17.5K +424 +1%
KA
414
Kovack Advisors
Florida
$1.27M -$69K -1,672 -5%
LWP
415
Legacy Wealth Planning
Nevada
$1.27M +$541K +13,104 +75%
PA
416
Parallel Advisors
California
$1.26M -$235K -5,708 -16%
TFA
417
Tobias Financial Advisors
Florida
$1.24M -$29.2K -708 -2%
CIAS
418
Capital Investment Advisory Services
North Carolina
$1.24M +$31.9K +772 +3%
LWMM
419
Legacy Wealth Management (Mississippi)
Mississippi
$1.24M – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$1.24M -$6.11K -148 -0.5%
NAS
421
Nicolet Advisory Services
Wisconsin
$1.24M +$1.24M +29,928 New
KP
422
Keel Point
Alabama
$1.23M +$26.1K +632 +2%
ACI
423
Alpha Cubed Investments
California
$1.22M +$36.3K +880 +3%
BWP
424
Bernardo Wealth Planning
Pennsylvania
$1.21M -$118K -2,852 -9%
RSWM
425
Robertson Stephens Wealth Management
California
$1.21M +$89.6K +2,172 +8%
15 16
17
18 19