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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 %
VCS
801
Vaughan & Co Securities
New Jersey
$183K – – –
SC
802
Sawyer & Company
Massachusetts
$181K – – –
AA
803
Ancora Advisors
Ohio
$181K +$1.82K +44 +1%
GSWM
804
Golden State Wealth Management
California
$175K +$175K +4,244 New
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K – – –
Marshall Wace
806
Marshall Wace
United Kingdom
$165K +$165K +3,988 New
MMG
807
Monetary Management Group
Missouri
$165K +$165K +4,000 New
SMFS
808
Squar Milner Financial Services
California
$163K -$131K -3,176 -45%
MFT
809
Moisand Fitzgerald Tamayo
Florida
$160K -$3.8K -92 -2%
LS
810
Leelyn Smith
Illinois
$156K +$156K +3,772 New
HR
811
Howe & Rusling
New York
$155K – – –
TIM
812
Tortoise Investment Management
New York
$153K – – –
KPW
813
Kore Private Wealth
New York
$151K – – –
BL
814
Balentine LLC
Georgia
$149K +$149K +3,600 New
BWM
815
BerganKDV Wealth Management
Minnesota
$147K – – –
CCM
816
Covington Capital Management
California
$145K +$5.43K +132 +4%
NEIRG
817
New England Investment & Retirement Group
Massachusetts
$136K -$16.8M -408,176 -99%
EW
818
Evoke Wealth
California
$134K +$134K +3,256 New
QAM
819
QCI Asset Management
New York
$132K – – –
IFA
820
Interactive Financial Advisors
Illinois
$128K – – –
TWA
821
TCI Wealth Advisors
Arizona
$125K -$20.2K -488 -14%
WEC
822
Winslow Evans & Crocker
Massachusetts
$122K -$183K -4,400 -60%
CAAS
823
Capital Asset Advisory Services
Michigan
$119K -$20.6K -440 -15%
CCM
824
Cribstone Capital Management
Maine
$119K – – –
PAA
825
Peregrine Asset Advisers
Oregon
$116K +$116K +2,816 New
31 32
33
34 35