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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 %
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$113K -$29.9K -724 -21%
SIM
827
Sonora Investment Management
Arizona
$110K – – –
FWM
828
FSA Wealth Management
Massachusetts
$109K -$19.8K -480 -15%
Loomis, Sayles & Company
829
Loomis, Sayles & Company
Massachusetts
$106K +$106K +2,568 New
JWA
830
JFS Wealth Advisors
Pennsylvania
$102K – – –
FBT
831
First Bank & Trust
South Dakota
$102K – – –
CTB
832
Country Trust Bank
Illinois
$100K – – –
KFI
833
Key Financial Inc
Pennsylvania
$100K +$100K +2,388 New
PMFA
834
Plante Moran Financial Advisors
Michigan
$99K +$21.1K +508 +27%
Qube Research & Technologies (QRT)
835
Qube Research & Technologies (QRT)
United Kingdom
$99K +$66K +1,600 +200%
RFA
836
Reilly Financial Advisors
California
$97K – – –
SC
837
Stralem & Co
New York
$96K +$96K +2,336 New
CIA
838
Cascade Investment Advisors
Oregon
$90.8K – – –
CHA
839
Carmichael Hill & Associates
Maryland
$87K – – –
BAM
840
Barrett Asset Management
New York
$85K -$2.48K -60 -3%
HWA
841
HHM Wealth Advisors
Tennessee
$83K +$83K +2,024 New
JSC
842
Jackson Square Capital
California
$79K – – –
CWP
843
CFM Wealth Partners
Texas
$78K – – –
VCP
844
Verus Capital Partners
Arizona
$77K -$16.6K -400 -18%
POIA
845
Pin Oak Investment Advisors
Texas
$77K – – –
SWA
846
Stratos Wealth Advisors
Ohio
$76K +$76K +1,844 New
AWM
847
Atticus Wealth Management
Florida
$75K – – –
LWM
848
Lenox Wealth Management
Ohio
$73K – – –
LWA
849
Lowe Wealth Advisors
Maryland
$70K -$16.4K -400 -19%
CDIA
850
Capital Directions Investment Advisors
Georgia
$70K – – –
32 33
34
35 36