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iShares S&P 500 Growth ETF
IVW

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 %
PCIA
826
Prime Capital Investment Advisors
Kansas
$231K -$75.1K -1,448 -25%
FNBOO
827
First National Bank of Omaha
Nebraska
$230K -$114K -2,204 -33%
WLPWM
828
Walled Lake Planning & Wealth Management
Illinois
$230K -$11.4K -220 -5%
T
829
TrueFG
Texas
$230K +$230K +4,436 New
FEM
830
Fulcrum Equity Management
Texas
$230K +$230K +4,440 New
CAN
831
Claraphi Advisory Network
United States
$229K -$380K -7,340 -62%
WHG
832
Westwood Holdings Group
Texas
$229K -$60.3K -1,160 -21%
CPSAC
833
Chas P. Smith & Associates (CPS)
Florida
$229K +$229K +4,420 New
GPA
834
Garrison Point Advisors
California
$229K +$229K +4,420 New
BAAM
835
Baker Avenue Asset Management
California
$229K +$229K +4,424 New
RCA
836
Rex Capital Advisors
Rhode Island
$227K +$227K +4,372 New
RHP
837
Royal Harbor Partners
Texas
$227K +$227K +4,380 New
VAM
838
Verity Asset Management
North Carolina
$224K +$224K +4,024 New
SHGA
839
Sand Hill Global Advisors
California
$223K +$223K +4,292 New
AC
840
Apella Capital
Connecticut
$223K +$223K +4,292 New
FNC
841
First National Corp
Massachusetts
$221K +$221K +4,260 New
SAM
842
Summit Asset Management
Tennessee
$221K +$221K +4,260 New
UWPG
843
Ullmann Wealth Partners Group
Florida
$219K +$219K +4,216 New
NHC
844
Nicholas Hoffman & Company
Georgia
$217K +$217K +4,180 New
EIG
845
Ellenbecker Investment Group
Wisconsin
$215K +$215K +4,136 New
WS
846
Wedbush Securities
California
$215K +$215K +4,136 New
TGAM
847
TBH Global Asset Management
Tennessee
$212K +$212K +4,080 New
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
MMG
849
Monetary Management Group
Missouri
$207K – – –
MC
850
Moors & Cabot
Massachusetts
$207K +$207K +3,992 New
32 33
34
35 36