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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,004 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 276 increasing their positions, 432 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+12
Holders Change %
+1.21%
% of All Funds
20.31%
Holding in Top 10
106
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.62%
% of All Funds
2.14%
New
72
Increased
276
Reduced
432
Closed
49
Calls
$8.69M
Puts
$5.02M
Net Calls
+$3.67M
Net Calls Change
-$12.2M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$99.4M
2
CC
2
Courier Capital
New York
$83.5M
3
B
3
Barings
North Carolina
$34.2M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$153M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$112M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$333M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.11B
3
HNB
3
Huntington National Bank
Ohio
$110M
4
Stifel Financial
4
Stifel Financial
Missouri
$446M
5
Bank of America
5
Bank of America
North Carolina
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
101
UMB Bank
Missouri
$17.5M – – –
WWM
102
Western Wealth Management
Colorado
$17.5M +$54.5K +944 +0.3%
FAAS
103
First Allied Advisory Services
California
$17.5M -$48.1K -832 -0.3%
BOS
104
Bank of Stockton
California
$17.4M +$460K +7,956 +3%
KL
105
KWMG LLC
Kansas
$17.4M +$23.3K +404 +0.1%
PCTC
106
Perkins Coie Trust Company
Washington
$17.4M -$1.26M -21,732 -7%
GIM
107
Goelzer Investment Management
Indiana
$17.2M -$370K -6,400 -2%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$17.2M +$2.9M +50,148 +20%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$17.1M -$20.3K -352 -0.1%
AIA
110
Alera Investment Advisors
Illinois
$16.9M +$1.9M +32,900 +13%
SFI
111
SPC Financial Inc
Maryland
$16.8M -$180K -3,120 -1%
CFA
112
Cahill Financial Advisors
Minnesota
$16.7M -$355K -6,148 -2%
SWPG
113
Strategic Wealth Partners Group
Illinois
$16.6M -$927K -16,044 -5%
FWP
114
FAS Wealth Partners
Kansas
$16.3M -$1.02M -17,712 -6%
RCIM
115
Red Cedar Investment Management
Michigan
$16.2M -$6.4M -110,840 -28%
SAM
116
Silvercrest Asset Management
New York
$16.2M -$17.3K -300 -0.1%
MGIA
117
Moneta Group Investment Advisors
Missouri
$16.1M +$12.2M +843,476 +308%
BZWA
118
Blue Zone Wealth Advisors
California
$16M -$1.48M -25,656 -8%
ANB
119
Amarillo National Bank
Texas
$15.9M -$401K -6,940 -2%
TW
120
Transform Wealth
Colorado
$15.4M -$212K -3,676 -1%
PIA
121
Powell Investment Advisors
Florida
$15.4M +$980K +16,964 +7%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$15.2M +$5.27M +91,220 +53%
V
123
Veritable
Delaware
$15.1M -$151K -2,608 -1%
BFG
124
Barber Financial Group
Kansas
$15.1M -$3.87M -66,944 -20%
ISWM
125
Independent Solutions Wealth Management
New York
$15.1M -$1.74M -30,060 -10%
3 4
5
6 7