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iShares S&P 500 Growth ETF
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Overview Fund Activity

992 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 406 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+54
Holders Change %
+5.76%
% of All Funds
20.39%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
2.38%
New
108
Increased
271
Reduced
406
Closed
47
Calls
$20.1M
Puts
$4.26M
Net Calls
+$15.9M
Net Calls Change
+$3.56M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$205M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$127M
3
ABTD
Arvest Bank Trust Division
Oklahoma
+$52.6M
4
Ameriprise
Ameriprise
Minnesota
+$20.2M
5
Mariner
Mariner
Kansas
+$19.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$100M
3
Bank of America
Bank of America
North Carolina
-$87.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$81.5M
5
HNB
Huntington National Bank
Ohio
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
801
Coyle Financial Counsel
Illinois
$262K – – –
SFG
802
SNS Financial Group
Minnesota
$261K – – –
FWM
803
Filbrandt Wealth Management
Wisconsin
$259K -$53.3K -1,028 -17%
Chevy Chase Trust
804
Chevy Chase Trust
Maryland
$259K +$259K +4,988 New
OWM
805
Opes Wealth Management
California
$256K +$256K +6,400 New
KIA
806
KCM Investment Advisors
California
$255K +$255K +4,924 New
CAG
807
Curtis Advisory Group
California
$254K – – –
IIC
808
Ironwood Investment Counsel
Arizona
$254K +$254K +4,900 New
LGWM
809
Litman Gregory Wealth Management
California
$252K – – –
MC
810
Middleton & Co
Massachusetts
$252K +$252K +4,864 New
AWM
811
Altium Wealth Management
New York
$251K -$41.5K -800 -14%
TC
812
Truvestments Capital
Florida
$251K -$17.6K -340 -7%
PL
813
Plancorp LLC
Missouri
$250K +$250K +4,828 New
SIAS
814
Shine Investment Advisory Services
Colorado
$249K +$831 +16 +0.3%
WG
815
Welch Group
Alabama
$247K – – –
SWM
816
SVA Wealth Management
Wisconsin
$244K +$244K +4,700 New
PBF
817
Petix & Botte Financial
California
$241K +$115K +4,444 +92%
BC
818
Burney Company
Virginia
$241K +$241K +4,648 New
FANJ
819
Financial Architects (New Jersey)
New Jersey
$239K – – –
ATC
820
Argent Trust Co
Tennessee
$239K +$239K +4,616 New
TW
821
TrinityPoint Wealth
Connecticut
$236K +$236K +4,552 New
MOS
822
MGO One Seven
Ohio
$234K -$73.6K -1,420 -24%
AC
823
Alexandria Capital
Virginia
$234K +$234K +4,508 New
LG
824
Leuthold Group
Minnesota
$233K +$233K +4,496 New
TCM
825
Telos Capital Management
California
$232K +$232K +4,472 New
31 32
33
34 35