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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 %
Millennium Management
951
Millennium Management
New York
– -$3.93M -81,076 Closed
AI
952
Atria Investments
North Carolina
– -$3.17M -65,552 Closed
HFA
953
High Falls Advisors
New York
– -$2.84M -58,688 Closed
PAS
954
Park Avenue Securities
New York
– -$2.32M -47,832 Closed
JWCA
955
J.W. Cole Advisors
Florida
– -$2.31M -47,724 Closed
SCP
956
Shorepoint Capital Partners
Massachusetts
– -$1.78M -36,800 Closed
SRSA
957
S.R. Schill & Associates
Washington
– -$1.35M -27,800 Closed
CRCM
958
Corbett Road Capital Management
Virginia
– -$1.32M -27,164 Closed
PAM
959
PVG Asset Management
Colorado
– -$1.31M -26,972 Closed
RIA
960
Regal Investment Advisors
Michigan
– -$1.27M -26,304 Closed
JWM
961
Jackson Wealth Management
Florida
– -$1.14M -22,560 Closed
AWM
962
Adams Wealth Management
Utah
– -$1.07M -22,148 Closed
BAAM
963
Baker Avenue Asset Management
California
– -$788K -16,296 Closed
SC
964
Slow Capital
California
– -$785K -16,212 Closed
MWP
965
MYCIO Wealth Partners
Pennsylvania
– -$717K -14,812 Closed
SC
966
Schoolcraft Capital
Colorado
– -$691K -14,276 Closed
TI
967
Truepoint Inc
Ohio
– -$681K -14,068 Closed
CCMG
968
Clark Capital Management Group
Pennsylvania
– -$654K -13,512 Closed
CST
969
Charles Schwab Trust
Nevada
– -$643K -13,288 Closed
TI
970
tru Independence
Oregon
– -$532K -12,884 Closed
MSAM
971
Moloney Securities Asset Management
Missouri
– -$601K -12,408 Closed
RA
972
Riversedge Advisors
Delaware
– -$538K -11,104 Closed
CWM
973
Chicago Wealth Management
Illinois
– -$491K -10,140 Closed
KCM
974
Kornitzer Capital Management
Kansas
– -$423K -8,728 Closed
FFS
975
Founders Financial Securities
Maryland
– -$400K -8,264 Closed
37 38
39
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