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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 %
JIP
476
Jaffetilchin Investment Partners
Florida
$872K -$37K -896 -4%
CTC
477
Central Trust Company
Missouri
$872K +$4.95K +120 +0.6%
BFO
478
Boston Family Office
Massachusetts
$869K +$54.8K +1,328 +7%
EP
479
Eudaimonia Partners
Tennessee
$867K +$309K +7,492 +55%
HIM
480
Hotaling Investment Management
Pennsylvania
$862K -$116K -2,800 -12%
FWM
481
Frontier Wealth Management
Missouri
$857K +$34.7K +840 +4%
FPFS
482
First Personal Financial Services
North Carolina
$851K +$125K +3,020 +17%
BRWM
483
B. Riley Wealth Management
Tennessee
$847K +$138K +3,332 +19%
TC
484
Telemus Capital
Michigan
$847K +$847K +16,964 New
HCP
485
Holt Capital Partners
Texas
$828K – – –
FPS
486
Fieldpoint Private Securities
Connecticut
$826K -$1.65K -40 -0.2%
NEPWA
487
New England Private Wealth Advisors
Massachusetts
$822K +$48.3K +1,172 +6%
ACM
488
Azimuth Capital Management
Michigan
$821K -$51.5K -1,248 -6%
CWC
489
Carolinas Wealth Consulting
North Carolina
$818K +$83.8K +2,032 +11%
FNT
490
First National Trust
Pennsylvania
$813K -$23.3K -564 -3%
BFM
491
Boston Financial Management
Massachusetts
$809K – – –
SKK
492
Shepherd Kaplan Krochuk
Massachusetts
$794K -$552K -13,380 -41%
KIG
493
Kessler Investment Group
Indiana
$793K +$61.2K +1,484 +8%
BP
494
Ballentine Partners
Massachusetts
$781K +$28.4K +688 +4%
SWM
495
SeaCrest Wealth Management
New York
$779K -$75.6K -1,832 -9%
BFA
496
Beacon Financial Advisory
Ohio
$777K +$353K +8,564 +83%
VWM
497
Valley Wealth Managers
New Jersey
$770K +$134K +3,260 +21%
NCM
498
Next Capital Management
New York
$769K -$483K -11,700 -39%
AI
499
Accredited Investors
Minnesota
$763K -$43.6K -1,056 -5%
WA
500
Wealth Alliance
New York
$759K -$1.93M -46,816 -72%
18 19
20
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