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iShares S&P 500 Growth ETF
IVW

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 %
PMG
451
ProVise Management Group
Florida
$1.35M -$41.5K -800 -3%
AIS
452
American Investment Services
Massachusetts
$1.34M -$14.5K -280 -1%
Bank of Nova Scotia
453
Bank of Nova Scotia
Ontario, Canada
$1.34M -$344K -6,628 -20%
NAM
454
NorthCoast Asset Management
Connecticut
$1.32M +$1.32M +25,472 New
KP
455
Keel Point
Alabama
$1.32M -$231K -4,456 -15%
EAM
456
Evanson Asset Management
California
$1.31M +$7.05K +136 +0.5%
PFA
457
Pathway Financial Advisors
Vermont
$1.26M -$75.3K -1,452 -6%
EP
458
Eudaimonia Partners
Tennessee
$1.25M +$157K +3,032 +14%
ACI
459
Alpha Cubed Investments
California
$1.24M -$297K -5,732 -19%
AF
460
Alerus Financial
North Dakota
$1.24M – – –
CPIG
461
Chicago Partners Investment Group
Illinois
$1.24M +$400K +7,336 +48%
MSWMA
462
Market Street Wealth Management Advisors
Indiana
$1.23M -$246K -4,748 -17%
CC
463
Cadinha & Co
Hawaii
$1.23M -$5.19K -100 -0.4%
DAS
464
Dynamic Advisor Solutions
Arizona
$1.23M +$5.4K +104 +0.4%
JWM
465
JGP Wealth Management
Oregon
$1.21M +$95K +1,764 +8%
MWA
466
Meridian Wealth Advisors
Texas
$1.21M +$2.49K +48 +0.2%
HCC
467
Hirtle Callaghan & Co
Pennsylvania
$1.21M – – –
Deutsche Bank
468
Deutsche Bank
Germany
$1.2M -$82K -1,580 -6%
RIA
469
Regal Investment Advisors
Michigan
$1.2M +$1.2M +23,156 New
CPIA
470
Cornell Pochily Investment Advisors
New York
$1.2M +$52.1K +1,004 +5%
PCS
471
Personal CFO Solutions
New Jersey
$1.19M -$547K -10,540 -31%
WIA
472
Wealthstreet Investment Advisors
Texas
$1.18M – – –
FPS
473
Fieldpoint Private Securities
Connecticut
$1.18M +$142K +2,736 +14%
WSFS
474
Wilmington Savings Fund Society
Delaware
$1.18M +$787K +15,164 +202%
QCM
475
Quest Capital Management
Texas
$1.17M -$125K -2,412 -10%
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