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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,004 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 276 increasing their positions, 432 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+12
Holders Change %
+1.21%
% of All Funds
20.31%
Holding in Top 10
106
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.62%
% of All Funds
2.14%
New
72
Increased
276
Reduced
432
Closed
49
Calls
$8.69M
Puts
$5.02M
Net Calls
+$3.67M
Net Calls Change
-$12.2M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.4M
2
CC
Courier Capital
New York
$83.5M
3
B
Barings
North Carolina
$34.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$153M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$112M

Top Sellers

1
LPL Financial
LPL Financial
California
$333M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.11B
3
HNB
Huntington National Bank
Ohio
$110M
4
Stifel Financial
Stifel Financial
Missouri
$446M
5
Bank of America
Bank of America
North Carolina
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
FCG Advisors
New Jersey
$42.6M +$1.1M +18,968 +3%
AWM
52
AE Wealth Management
Kansas
$40.7M +$21.5M +372,824 +112%
PR
53
Payden & Rygel
California
$40.1M +$977K +16,920 +2%
1IA
54
1834 Investment Advisors
Wisconsin
$40.1M -$1.35M -23,432 -3%
AAS
55
Avantax Advisory Services
Texas
$37.5M +$14.5M +250,168 +63%
SIA
56
Stegner Investment Associates
Kentucky
$36.8M +$36.8M +637,808 New
SVCP
57
Silicon Valley Capital Partners
California
$36.5M +$112K +1,940 +0.3%
PAG
58
Private Advisor Group
New Jersey
$36.2M -$1.41M -24,964 -4%
SCM
59
SCS Capital Management
Massachusetts
$35.6M -$1.82M -31,488 -5%
CWM
60
Connecticut Wealth Management
Connecticut
$35.3M -$1.06M -18,404 -3%
B
61
Barings
North Carolina
$34.2M +$34.2M +591,888 New
IA
62
Independence Advisors
Pennsylvania
$34.2M -$1.22M -21,032 -3%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$33.7M -$1.16M -20,136 -3%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$33.6M -$712K -12,324 -2%
SPC
65
Sigma Planning Corp
Michigan
$31.9M -$5.1M -88,260 -14%
Financial Engines Advisors
66
Financial Engines Advisors
California
$31.5M +$1.39M +24,168 +5%
MCM
67
MV Capital Management
Maryland
$31.1M +$699K +12,108 +2%
TPCW
68
TD Private Client Wealth
New York
$30.8M -$2.29M -39,588 -7%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$30.3M -$13M – –
MCM
70
MAI Capital Management
Ohio
$29M +$1.56M +27,084 +6%
PA
71
Probity Advisors
Texas
$28.7M +$891K +15,424 +3%
Creative Planning
72
Creative Planning
Kansas
$28.5M +$1.23M +21,220 +4%
FMC
73
First Merchants Corp
Indiana
$28.5M +$165K +2,852 +0.6%
AIP
74
Ameritas Investment Partners
Nebraska
$28.1M -$1.46M -25,352 -5%
GT
75
Greenleaf Trust
Michigan
$27.7M -$1.36M -23,576 -5%
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