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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 %
EFL
1001
ERn Financial LLC
Wisconsin
– -$231K -4,780 Closed
BFA
1002
Beaumont Financial Advisors
Massachusetts
– -$230K -4,752 Closed
RVPG
1003
Relative Value Partners Group
– -$229K -4,740 Closed
AC
1004
Alexandria Capital
Virginia
– -$224K -4,628 Closed
TPW
1005
TL Private Wealth
Texas
– -$240K -4,624 Closed
T
1006
TrueFG
Texas
– -$221K -4,572 Closed
ABTD
1007
Arvest Bank Trust Division
Oklahoma
– -$219K -4,528 Closed
GPA
1008
Garrison Point Advisors
California
– -$218K -4,500 Closed
CA
1009
Continuum Advisory
Idaho
– -$217K -4,492 Closed
Renaissance Technologies
1010
Renaissance Technologies
New York
– -$213K -4,400 Closed
RHP
1011
Royal Harbor Partners
Texas
– -$212K -4,380 Closed
VAM
1012
Verity Asset Management
North Carolina
– -$211K -4,352 Closed
FI
1013
Financial Insights
Washington
– -$209K -4,320 Closed
QCIG
1014
Quad-Cities Investment Group
Iowa
– -$209K -4,320 Closed
SHGA
1015
Sand Hill Global Advisors
California
– -$208K -4,292 Closed
GLA
1016
Good Life Advisors
Pennsylvania
– -$207K -4,288 Closed
GGI
1017
Godsey & Gibb Inc
Virginia
– -$207K -4,280 Closed
LSA
1018
L & S Advisors
California
– -$207K -4,272 Closed
EIG
1019
Ellenbecker Investment Group
Wisconsin
– -$206K -4,260 Closed
SAM
1020
Summit Asset Management
Tennessee
– -$206K -4,260 Closed
IIC
1021
Ironwood Investment Counsel
Arizona
– -$205K -4,252 Closed
EWM
1022
Empirical Wealth Management
Washington
– -$205K -4,228 Closed
PWPS
1023
Pinnacle Wealth Planning Services
Ohio
– -$203K -4,196 Closed
SWM
1024
SVA Wealth Management
Wisconsin
– -$203K -4,184 Closed
NHC
1025
Nicholas Hoffman & Company
Georgia
– -$202K -4,164 Closed
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