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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 %
BFM
501
Boston Financial Management
Massachusetts
$1.02M – – –
CCT
502
Capital City Trust
Florida
$1.02M – – –
ACM
503
Azimuth Capital Management
Michigan
$1M -$29.7K -572 -3%
SKK
504
Shepherd Kaplan Krochuk
Massachusetts
$998K – – –
KIG
505
Kessler Investment Group
Indiana
$993K -$3.73K -72 -0.4%
NEPWA
506
New England Private Wealth Advisors
Massachusetts
$991K -$49.5K -948 -5%
BFA
507
Beacon Financial Advisory
Ohio
$989K +$12.6K +244 +1%
CS
508
Credit Suisse
Switzerland
$983K +$983K +18,956 New
PFS
509
Prospera Financial Services
Texas
$982K +$290K +5,600 +42%
AF
510
Allworth Financial
California
$974K -$29.5M -567,784 -97%
CFGS
511
Concourse Financial Group Securities
Alabama
$964K -$371K -7,152 -28%
EWF
512
Epstein & White Financial
California
$953K -$402K -7,792 -30%
HCMNY
513
Howard Capital Management (New York)
New York
$951K – – –
AA
514
Advisory Alpha
Michigan
$949K -$441K -7,716 -32%
BP
515
Ballentine Partners
Massachusetts
$937K -$44K -848 -4%
AI
516
Accredited Investors
Minnesota
$937K -$21.6K -416 -2%
DY
517
Dowling & Yahnke
California
$931K +$204K +3,932 +28%
SWM
518
SeaCrest Wealth Management
New York
$927K -$53.1K -1,024 -5%
NCM
519
Next Capital Management
New York
$914K -$51.8K -1,000 -5%
SAM
520
Sequent Asset Management
Texas
$913K -$1.04M -20,000 -53%
TFO
521
Tarbox Family Office
California
$913K +$58.7K +1,132 +7%
MBT
522
Montecito Bank & Trust
California
$902K – – –
NL
523
NWAM LLC
Washington
$895K -$173K -3,336 -16%
WAM
524
Wallington Asset Management
Indiana
$892K – – –
CAG
525
Crestwood Advisors Group
Massachusetts
$889K -$12.5K -240 -1%
19 20
21
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