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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 %
MG
426
Mather Group
Illinois
$1.2M -$143K -3,476 -11%
ZCA
427
Zeke Capital Advisors
Pennsylvania
$1.19M – – –
HTC
428
Haverford Trust Company
Pennsylvania
$1.19M +$183K +4,428 +18%
MAFM
429
Mid Atlantic Financial Management
Pennsylvania
$1.19M +$327K +7,928 +38%
BF
430
Blankinship & Foster
California
$1.18M +$1.18M +28,600 New
MSWMA
431
Market Street Wealth Management Advisors
Indiana
$1.18M -$10.4K -252 -0.9%
EK
432
Evensky & Katz
Florida
$1.17M -$1.16K -28 -0.1%
DBT
433
Dubuque Bank & Trust
Iowa
$1.15M – – –
CIA
434
Choate Investment Advisors
Massachusetts
$1.15M – – –
FNBTCON
435
First National Bank & Trust Co of Newtown
Pennsylvania
$1.13M -$60.6K -1,468 -5%
CIR
436
Clear Investment Research
Georgia
$1.12M -$16K -388 -1%
BIM
437
Bridges Investment Management
Nebraska
$1.11M – – –
PMG
438
ProVise Management Group
Florida
$1.11M -$13.9K -336 -1%
CGFA
439
Colton Groome Financial Advisors
North Carolina
$1.11M -$13K -316 -1%
AA
440
Advisory Alpha
Michigan
$1.1M -$4.03M -89,108 -79%
SFG
441
Summit Financial Group
West Virginia
$1.09M -$12.4K -300 -1%
EWF
442
Epstein & White Financial
California
$1.09M -$1.42M -34,332 -57%
HR
443
Hayden Royal
North Carolina
$1.09M +$159K +3,856 +17%
OR
444
Olympiad Research
Connecticut
$1.09M +$1.09M +26,324 New
AA
445
Alesco Advisors
New York
$1.08M -$8.26K -200 -0.8%
AIS
446
American Investment Services
Massachusetts
$1.08M -$116K -2,820 -10%
BCM
447
BTC Capital Management
Iowa
$1.08M – – –
BHWM
448
Bar Harbor Wealth Management
New Hampshire
$1.07M -$8.25K -200 -0.8%
CFGS
449
Concourse Financial Group Securities
Alabama
$1.06M -$35K -848 -3%
TSS
450
Two Sigma Securities
New York
$1.05M +$1.05M +25,408 New
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