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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 %
GTAM
776
Global Trust Asset Management
Florida
$220K – – –
LRIA
777
Leonard Rickey Investment Advisors
Washington
$220K +$661 +16 +0.3%
RBC
778
Roble Belko & Company
Pennsylvania
$219K – – –
ANTB
779
AMG National Trust Bank
Colorado
$218K +$218K +5,280 New
WA
780
Waverly Advisors
Alabama
$217K +$165 +4 +0.1%
WWM
781
WT Wealth Management
Arizona
$215K – – –
TC
782
Truvestments Capital
Florida
$214K +$41.7K +1,012 +24%
KCM
783
Karp Capital Management
California
$213K -$199K -4,840 -48%
OCG
784
Opus Capital Group
Ohio
$212K -$165K -4,000 -44%
CAC
785
Core Alternative Capital
Georgia
$211K +$211K +5,104 New
PCMC
786
Private Capital Management (Colorado)
Colorado
$210K -$30.5K -740 -13%
GG
787
Gleason Group
Kentucky
$210K +$661 +16 +0.3%
CTA
788
Colonial Trust Advisors
South Carolina
$209K -$13.1K -316 -6%
SFG
789
SNS Financial Group
Minnesota
$208K -$80.1K -1,940 -28%
CFC
790
Coyle Financial Counsel
Illinois
$208K – – –
FPCP
791
Fort Point Capital Partners
California
$206K – – –
ZF
792
Zhang Financial
Michigan
$203K – – –
CAG
793
Curtis Advisory Group
California
$202K – – –
LGWM
794
Litman Gregory Wealth Management
California
$200K – – –
CAM
795
Covenant Asset Management
New Jersey
$200K – – –
PBF
796
Petix & Botte Financial
California
$200K – – –
SIAS
797
Shine Investment Advisory Services
Colorado
$197K – – –
WG
798
Welch Group
Alabama
$197K +$197K +4,768 New
WLPWM
799
Walled Lake Planning & Wealth Management
Illinois
$192K -$2.65K -64 -1%
FANJ
800
Financial Architects (New Jersey)
New Jersey
$190K -$11.1K -268 -6%
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