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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
$488M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$127M
3
ABTD
Arvest Bank Trust Division
Oklahoma
$52.6M
4
Ameriprise
Ameriprise
Minnesota
$432M
5
Mariner
Mariner
Kansas
$89.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.9B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$700K
3
Bank of America
Bank of America
North Carolina
$1.02B
4
Osaic Holdings
Osaic Holdings
Arizona
$219M
5
HNB
Huntington National Bank
Ohio
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$111M -$11.6M -223,332 -9%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$109M +$5.2M +100,264 +5%
US Bancorp
28
US Bancorp
Minnesota
$101M +$4.88M +94,032 +5%
HNB
29
Huntington National Bank
Ohio
$100M -$77M – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$93.6M – – –
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$90.1M +$90.1M +1,737,248 New
Mariner
32
Mariner
Kansas
$89.3M +$19.7M +379,884 +28%
Lido Advisors
33
Lido Advisors
California
$86.7M +$1.96M +37,836 +2%
PSUF
34
People's United Financial
Connecticut
$80.3M -$3.67M -70,768 -4%
CC
35
Courier Capital
New York
$77.2M -$840K -15,960 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$74.8M +$17.6M +340,128 +31%
SL
37
Salomon & Ludwin
Virginia
$74.4M -$12.2M -235,792 -14%
KeyBank National Association
38
KeyBank National Association
Ohio
$71.6M -$8.55M -164,812 -11%
VA
39
Valmark Advisers
Ohio
$69.6M -$2.47M -47,524 -3%
HighTower Advisors
40
HighTower Advisors
Illinois
$63.9M -$7.12M -137,372 -10%
KFA
41
Kays Financial Advisory
Georgia
$61.6M +$1.62M +31,156 +3%
Truist Financial
42
Truist Financial
North Carolina
$60M +$420K +8,100 +0.7%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$55.4M +$1.63M +31,416 +3%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$52.6M +$52.6M +1,014,208 New
UCFA
45
United Capital Financial Advisors
Texas
$50M -$2.12M -40,896 -4%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$47.2M -$1.06M -20,504 -2%
FHB
47
First Hawaiian Bank
Hawaii
$46.2M -$3.51M -67,684 -7%
MMA
48
Miracle Mile Advisors
California
$43M +$343K +6,608 +0.8%
LI
49
LVZ Inc
Michigan
$41.6M -$3.4M -65,556 -8%
TCM
50
Traynor Capital Management
Pennsylvania
$38.6M +$14.3M +275,724 +59%
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