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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 %
BII
926
Bainco International Investors
Massachusetts
$7K +$7K +176 New
KFS
927
Kelly Financial Services
Massachusetts
$6.79K – – –
RIA
928
RPG Investment Advisory
California
$6K – – –
LFG
929
Larson Financial Group
Missouri
$5K -$11.7K -280 -70%
ATC
930
Adirondack Trust Company
New York
$5K – – –
HWM
931
HighMark Wealth Management
Minnesota
$4K -$19.6K -588 -83%
HS
932
Horan Securities
United States
$4K +$4K +108 New
PFGIA
933
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$23.9K -636 -89%
IWMA
934
Ironwood Wealth Management (Arizona)
Arizona
$2K – – –
EWM
935
Endurance Wealth Management
Rhode Island
$2K – – –
FMP
936
Financial Management Professionals
Texas
$1K +$1K +12 New
NL
937
NWAM LLC
Washington
$850 +$16 +376 +2%
CCT
938
Capital City Trust
Florida
$809 – – –
FCH
939
Freestone Capital Holdings
Washington
$428 +$428 +10,368 New
WA
940
WBH Advisory
Maryland
$272 +$74 +1,808 +38%
RJFSA
941
Raymond James Financial Services Advisors
Florida
– -$123M -2,532,944 Closed
CIM
942
Confluence Investment Management
Missouri
– -$19.3M -431,240 Closed
Canada Pension Plan Investment Board
943
Canada Pension Plan Investment Board
Ontario, Canada
– -$19.4M -400,000 Closed
IAA
944
Independent Advisor Alliance
North Carolina
– -$14.1M -292,248 Closed
Two Sigma Investments
945
Two Sigma Investments
New York
– -$10.5M -216,100 Closed
Barclays
946
Barclays
United Kingdom
– -$9.41M -194,388 Closed
CS
947
Credit Suisse
Switzerland
– -$8.08M -166,872 Closed
PWS
948
Paragon Wealth Strategies
Florida
– -$7.43M -153,504 Closed
PS
949
Portfolio Strategies
New York
– -$5.97M -123,296 Closed
HCM
950
Howard Capital Management
Georgia
– -$4.58M -104,452 Closed
36 37
38
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