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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 %
CSM
726
CAMG Solamere Management
North Carolina
$272K – – –
CFO
727
CVA Family Office
Colorado
$272K – – –
HIA
728
Harbor Investment Advisory
Maryland
$271K – – –
VAS
729
Vestmark Advisory Solutions
Massachusetts
$268K +$268K +6,504 New
CWM
730
Chesapeake Wealth Management
Virginia
$267K -$824 -20 -0.3%
NSB
731
Norway Savings Bank
Maine
$266K +$71K +1,724 +36%
AP
732
Atwood & Palmer
Missouri
$265K – – –
AC
733
Abbrea Capital
California
$264K – – –
MFW
734
Mosaic Family Wealth
Missouri
$263K -$3.3K -80 -1%
FPIS
735
Financial Planning & Information Services
Wisconsin
$262K -$8.57K -208 -3%
FT
736
Fiduciary Trust
Massachusetts
$261K +$261K +6,308 New
RIA
737
Realta Investment Advisors
Delaware
$257K -$49.4K -1,196 -16%
OPS
738
Orion Portfolio Solutions
Nebraska
$256K +$825 +20 +0.3%
GIA
739
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
NWP
740
Northstar Wealth Partners
Connecticut
$252K – – –
SPL
741
Smart Portfolios LLC
Washington
$252K – – –
VBFG
742
Vishria Bird Financial Group
Tennessee
$252K – – –
BC
743
Brio Consultants
California
$250K +$660 +16 +0.3%
FWM
744
Filbrandt Wealth Management
Wisconsin
$249K -$8.1K -196 -3%
CWM
745
Confluence Wealth Management
Oregon
$249K +$1.16K +28 +0.5%
SC
746
Steph & Co
Wisconsin
$248K -$212K -5,120 -46%
LJAC
747
L.J. Altfest & Co
New York
$248K – – –
ADL
748
Asset Dedication LLC
California
$248K – – –
PPP
749
Private Portfolio Partners
New Jersey
$247K +$1.32K +32 +0.5%
RWA
750
Ropes Wealth Advisors
Massachusetts
$246K +$33K +800 +15%
28 29
30
31 32