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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 %
JFA
526
JNBA Financial Advisors
Minnesota
$888K -$12.4K -240 -1%
GT
527
Glenview Trust
Kentucky
$881K -$1.13M -21,864 -56%
GMA
528
Goldstein Munger & Associates
California
$871K – – –
FHA
529
Flagship Harbor Advisors
Massachusetts
$863K -$19.3K -372 -2%
KAH
530
Kathryn A. Hall
$859K – – –
SLWS
531
Swaine & Leidel Wealth Services
Florida
$856K +$415 +8 +0%
FPGK
532
Financial Partners Group (Kansas)
Kansas
$850K +$830 +16 +0.1%
KWM
533
Kingsview Wealth Management
Oregon
$849K +$173K +3,340 +26%
MGWM
534
Marks Group Wealth Management
Minnesota
$840K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$837K -$54.6K -1,052 -6%
CAM
536
Cozad Asset Management
Illinois
$836K +$836K +16,116 New
RW
537
REDW Wealth
New Mexico
$827K – – –
HCM
538
HMS Capital Management
Tennessee
$820K – – –
Prudential Financial
539
Prudential Financial
New Jersey
$818K -$16.2K -312 -2%
MA
540
MONECO Advisors
Connecticut
$818K -$9.13K -176 -1%
SC
541
Scotia Capital
Ontario, Canada
$810K +$230K +4,420 +40%
IAIM
542
International Assets Investment Management
Florida
$808K -$10.2K -196 -1%
TIA
543
Tiemann Investment Advisors
California
$798K +$90.6K +1,748 +13%
CPA
544
Capital Planning Advisors
California
$792K – – –
PAS
545
Partnervest Advisory Services
California
$791K -$309K -5,964 -28%
CS
546
Capital Square
Tennessee
$785K – – –
LFG
547
LifePlan Financial Group
Ohio
$780K +$25.3K +488 +3%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$775K -$73.8K -1,424 -9%
CWM
549
Cornerstone Wealth Management
Missouri
$772K -$19.1K -368 -2%
SCM
550
SOL Capital Management
Maryland
$768K +$208 +4 +0%
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