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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 %
BPA
151
Beacon Pointe Advisors
California
$11.2M +$44.4K +768 +0.4%
BFPW
152
BOK Financial Private Wealth
Colorado
$10.8M -$1.86M -32,248 -15%
APA
153
American Portfolios Advisors
New York
$10.7M -$1.04M -17,964 -9%
GIA
154
Gladstone Institutional Advisory
Florida
$10.6M +$137K +2,372 +1%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$10.6M -$568K -9,836 -5%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$10.5M -$191K -3,328 -2%
CA
157
Cetera Advisors
Colorado
$10.3M +$55.2K +956 +0.5%
WP
158
WealthPLAN Partners
Nebraska
$10.2M +$8.28M +549,224 +421%
IWA
159
Independence Wealth Advisors
Virginia
$10.2M +$59.4K +1,028 +0.6%
CAG
160
Csenge Advisory Group
Florida
$10.2M -$3.09M -53,764 -23%
SPIA
161
Steward Partners Investment Advisory
New York
$10.2M -$294K -5,092 -3%
PRWA
162
Platte River Wealth Advisors
Colorado
$9.89M -$242K -4,192 -2%
BL
163
Balentine LLC
Georgia
$9.77M -$179K -3,096 -2%
GPA
164
Guidance Point Advisors
Massachusetts
$9.76M -$1.16M -20,056 -11%
BEC
165
Blue Edge Capital
Virginia
$9.63M -$474K -8,208 -5%
EWM
166
EPG Wealth Management
Georgia
$9.44M +$256K +4,432 +3%
MIAN
167
Mariner Independent Advisor Network
Kansas
$9.44M -$1.75M -30,224 -16%
CA
168
Centerpoint Advisors
Massachusetts
$9.36M -$4.08M -70,624 -30%
AFC
169
Adaptive Financial Consulting
Ohio
$9.12M +$81.3K +1,408 +0.9%
AIA
170
Arrow Investment Advisors
Maryland
$9.04M -$621K -10,748 -6%
JIC
171
Johnson Investment Counsel
Ohio
$8.99M +$949K +16,432 +12%
AIM
172
Acropolis Investment Management
Missouri
$8.9M +$151K +2,620 +2%
Franklin Resources
173
Franklin Resources
California
$8.79M +$313K +5,424 +4%
PFG
174
Pacific Financial Group
Washington
$8.73M +$5.4M +93,416 +162%
RWM
175
RKL Wealth Management
Pennsylvania
$8.55M -$87.8K -1,520 -1%
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