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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 %
TAM
976
Tocqueville Asset Management
New York
– -$372K -7,680 Closed
CL
977
Cabana LLC
Arkansas
– -$368K -7,600 Closed
FAN
978
Financial Advisors Network
California
– -$328K -6,780 Closed
PG
979
Prostatis Group
Maryland
– -$327K -6,764 Closed
DIS
980
Diversified Investment Strategies
Louisiana
– -$326K -6,728 Closed
FAM
981
Formidable Asset Management
Ohio
– -$319K -6,300 Closed
CCB
982
Cutter & Co Brokerage
Missouri
– -$305K -6,296 Closed
SC
983
Soundwatch Capital
Connecticut
– -$295K -6,096 Closed
AF
984
Apexium Financial
Texas
– -$295K -6,096 Closed
DWM
985
Dakota Wealth Management
Florida
– -$282K -5,828 Closed
FIA
986
Foundations Investment Advisors
Arizona
– -$279K -5,696 Closed
FNC
987
First National Corp
Massachusetts
– -$273K -5,640 Closed
WJWM
988
Williams Jones Wealth Management
New York
– -$270K -5,580 Closed
MC
989
Moors & Cabot
Massachusetts
– -$269K -5,560 Closed
IFWM
990
Institute for Wealth Management
Colorado
– -$264K -5,448 Closed
IA
991
IFG Advisory
Georgia
– -$253K -5,240 Closed
CBB
992
Citizens Business Bank
California
– -$252K -5,200 Closed
FB
993
Fulton Bank
Pennsylvania
– -$250K -5,172 Closed
WS
994
Wedbush Securities
California
– -$239K -4,948 Closed
BC
995
Brinker Capital
Pennsylvania
– -$239K -4,944 Closed
PL
996
Plancorp LLC
Missouri
– -$234K -4,828 Closed
CPSAC
997
Chas P. Smith & Associates (CPS)
Florida
– -$234K -4,824 Closed
LG
998
Leuthold Group
Minnesota
– -$233K -4,804 Closed
RCA
999
Rex Capital Advisors
Rhode Island
– -$232K -4,796 Closed
Chevy Chase Trust
1000
Chevy Chase Trust
Maryland
– -$231K -4,780 Closed
38 39
40
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