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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 %
Fisher Asset Management
751
Fisher Asset Management
Washington
$245K +$245K +5,932 New
MOS
752
MGO One Seven
Ohio
$244K -$1.64K -40 -0.7%
PCIA
753
Prime Capital Investment Advisors
Kansas
$243K -$8.24K -200 -3%
GAM
754
Gemmer Asset Management
California
$241K +$116K +2,816 +93%
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
$238K +$7.4K +180 +3%
RG
756
Rikoon Group
New Mexico
$237K – – –
CTA
757
Chesley Taft & Associates
Illinois
$235K – – –
HBT
758
Hills Bank & Trust
Iowa
$235K +$235K +5,700 New
PL
759
Parthenon LLC
Kentucky
$234K – – –
BAMG
760
Brand Asset Management Group
Missouri
$234K +$197K +4,780 +536%
AWM
761
Altium Wealth Management
New York
$233K -$345K -8,356 -60%
MI
762
Moneywise Inc
Virginia
$232K +$660 +16 +0.3%
TWM
763
Titus Wealth Management
California
$232K +$4.95K +120 +2%
FIG
764
FundX Investment Group
California
$231K – – –
WHG
765
Westwood Holdings Group
Texas
$230K -$15.5K -376 -6%
BIC
766
Beach Investment Counsel
Pennsylvania
$228K – – –
WCM
767
WealthBridge Capital Management
Ohio
$228K – – –
VWA
768
Visionary Wealth Advisors
Illinois
$225K -$723K -17,468 -76%
BW
769
Bison Wealth
Georgia
$225K – – –
LB
770
Legacy Bridge
Iowa
$223K -$65.9K -1,596 -23%
WA1
771
Wimmer Associates 1
California
$223K +$16.5K +400 +8%
EWA
772
Exencial Wealth Advisors
Oklahoma
$223K +$223K +5,392 New
IC
773
IEQ Capital
California
$221K -$163K -3,956 -43%
PAM
774
Palisade Asset Management
Minnesota
$221K – – –
GP
775
Girard Partners
Pennsylvania
$220K -$3.96K -96 -2%
29 30
31
32 33