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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
+$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 %
PCM
476
Perritt Capital Management
Illinois
$1.16M -$615K -11,856 -35%
TAM
477
Tradition Asset Management
Virginia
$1.16M -$45.4K -876 -4%
IIC
478
Integrated Investment Consultants
Michigan
$1.15M +$1.66K +32 +0.1%
MSA
479
Marino Stram & Associates
Massachusetts
$1.14M -$64.7K -1,248 -5%
BIM
480
Bridges Investment Management
Nebraska
$1.13M -$270K -5,200 -19%
FLPIM
481
F.L. Putnam Investment Management
Massachusetts
$1.12M +$225K +4,328 +25%
PA
482
PFG Advisors
Arizona
$1.12M -$39.3K -724 -3%
ESB
483
Essex Savings Bank
Connecticut
$1.11M – – –
CTC
484
Central Trust Company
Missouri
$1.09M -$3.11K -60 -0.3%
BFO
485
Boston Family Office
Massachusetts
$1.09M – – –
AA
486
Argent Advisors
Louisiana
$1.09M +$139K +2,672 +15%
HR
487
Hayden Royal
North Carolina
$1.09M -$280K -5,404 -21%
HIM
488
Hotaling Investment Management
Pennsylvania
$1.08M – – –
BCA
489
Berman Capital Advisors
Georgia
$1.08M +$431K +8,316 +66%
SIAM
490
Sterling Investment Advisors (Missouri)
Missouri
$1.07M -$84.6K -1,632 -7%
FPFS
491
First Personal Financial Services
North Carolina
$1.07M -$5.4K -104 -0.5%
CA
492
Cornerstone Advisory
Maryland
$1.06M +$147K +2,836 +16%
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$1.06M +$138K +2,660 +15%
WA
494
WESPAC Advisors
California
$1.06M +$1.06M +20,380 New
DW
495
Domani Wealth
Pennsylvania
$1.06M -$740K -14,264 -41%
HCP
496
Holt Capital Partners
Texas
$1.05M +$4.15K +80 +0.4%
CWC
497
Carolinas Wealth Consulting
North Carolina
$1.03M +$2.28K +44 +0.2%
FWM
498
Frontier Wealth Management
Missouri
$1.02M -$53.5K -1,032 -5%
HSA
499
HBK Sorce Advisory
Pennsylvania
$1.02M +$277K +5,332 +37%
FNT
500
First National Trust
Pennsylvania
$1.02M – – –
18 19
20
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