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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 %
RPC
626
Rossmore Private Capital
Connecticut
$554K – – –
JF
627
JSF Financial
California
$553K -$173K -3,332 -24%
WIC
628
Whitegate Investment Counselors
New Hampshire
$553K -$51.9K -1,000 -9%
CMP
629
Courage Miller Partners
Virginia
$552K +$6.01K +116 +1%
WSTAM
630
Wilbanks Smith & Thomas Asset Management
Virginia
$548K – – –
WCG
631
Weaver Consulting Group
California
$543K +$115K +2,216 +27%
FFS
632
Founders Financial Securities
Maryland
$542K +$542K +10,448 New
OC
633
Oakworth Capital
Alabama
$541K +$34.6K +668 +7%
CIA
634
Capital Investment Advisors
Georgia
$540K -$9.95K -192 -2%
BCP
635
Blue Chip Partners
Michigan
$538K -$132K -2,544 -20%
TFS
636
TrustCore Financial Services
Tennessee
$537K -$28K -540 -5%
RBFC
637
Roman Butler Fullerton & Co
Missouri
$537K +$161K +3,104 +43%
WI
638
Wintrust Investments
Illinois
$535K +$105K +2,024 +24%
AWA
639
Arkadios Wealth Advisors
Georgia
$534K +$20.1K +372 +4%
SWM
640
Stockman Wealth Management
Montana
$520K – – –
BBPWM
641
Blue Bell Private Wealth Management
Pennsylvania
$520K +$6.21K +256 +1%
FCA
642
FinTrust Capital Advisors
South Carolina
$516K -$102K -1,960 -16%
SPP
643
Single Point Partners
Massachusetts
$516K -$10.2K -196 -2%
GEA
644
Glen Eagle Advisors
New Jersey
$516K -$38.8K -748 -7%
CPO
645
Cerity Partners OCIO
New York
$513K – – –
PAG
646
Pinnacle Advisory Group
Maryland
$511K – – –
DT
647
Diversified Trust
Tennessee
$511K +$831 +16 +0.2%
ACA
648
Affinity Capital Advisors
California
$511K +$830 +16 +0.2%
MWA
649
Martel Wealth Advisors
Washington
$509K -$51.5K -992 -9%
UBV
650
United Bank (Virginia)
Virginia
$508K -$3.75M -72,304 -88%
24 25
26
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