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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 %
HSA
551
HBK Sorce Advisory
Pennsylvania
$594K +$35.7K +864 +6%
CCMD
552
Cypress Capital Management (Delaware)
Delaware
$591K – – –
CB
553
Community Bank
New York
$590K – – –
GFP
554
Gryphon Financial Partners
Ohio
$590K – – –
SIA
555
Starfire Investment Advisers
Michigan
$588K – – –
FCFC
556
First Commonwealth Financial Corp
Pennsylvania
$585K +$405K +9,828 +225%
FC
557
Ferris Capital
Massachusetts
$584K – – –
FC
558
Fusion Capital
South Carolina
$581K -$49.5K -1,200 -8%
DY
559
Dowling & Yahnke
California
$579K -$7.43K -180 -1%
JF
560
JSF Financial
California
$578K -$46.9K -1,136 -8%
LSPW
561
Lake Street Private Wealth
Illinois
$571K -$230K -5,576 -29%
SSB
562
Sandy Spring Bank
Maryland
$568K -$6.59K -160 -1%
AFA
563
American Financial Advisors
Georgia
$563K -$22.2K -480 -4%
TIA
564
Tiemann Investment Advisors
California
$563K +$72.1K +1,748 +15%
PW
565
Peninsula Wealth
California
$562K +$562K +13,616 New
AIA
566
Arcadia Investment Advisors
Idaho
$561K +$561K +13,604 New
Two Sigma Advisers
567
Two Sigma Advisers
New York
$561K -$9.69M -234,800 -95%
ATFA
568
All Terrain Financial Advisors
Minnesota
$559K – – –
FDCDDQ
569
Federation des caisses Desjardins du Quebec
Quebec, Canada
$559K -$47K -1,140 -8%
CAM
570
Cubic Asset Management
Massachusetts
$553K – – –
PFS
571
Prospera Financial Services
Texas
$550K -$448K -10,856 -45%
9WM
572
9258 Wealth Management
Ohio
$549K – – –
SPIA
573
Strategic Point Investment Advisors
Rhode Island
$547K -$54.3K -1,316 -9%
JWBC
574
J.W. Burns & Co
New York
$546K -$5.78K -140 -1%
PAMG
575
Patton Albertson Miller Group
Tennessee
$545K +$41.2K +1,000 +8%
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