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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 %
PWAC
176
Private Wealth Advisors (California)
California
$6.12M -$1.58M -38,264 -21%
EWM
177
EPG Wealth Management
Georgia
$6.11M +$92.1K +2,232 +2%
NB
178
Nicolet Bankshares
Wisconsin
$6.1M – – –
TNBTD
179
Trustmark National Bank Trust Department
Mississippi
$6.09M +$5.69M +138,000 +1,447%
PAG
180
Private Advisory Group
Washington
$5.99M -$1.87M -45,348 -24%
WFA
181
Wellspring Financial Advisors
Ohio
$5.98M +$5.98M +144,952 New
SF
182
Synovus Financial
Georgia
$5.93M +$3.63M +87,924 +158%
JIC
183
Johnson Investment Counsel
Ohio
$5.89M -$344K -8,344 -6%
IWA
184
Independence Wealth Advisors
Virginia
$5.89M -$38K -920 -0.6%
VFA
185
Voya Financial Advisors
Connecticut
$5.88M +$752K +17,952 +15%
JFA
186
Johanson Financial Advisors
California
$5.67M -$1.1B -26,621,256 -99%
BFG
187
Barber Financial Group
Kansas
$5.57M +$3.1M +75,208 +126%
RA
188
RFG Advisory
Alabama
$5.55M +$988K +23,932 +22%
MA
189
Mutual Advisors
Nebraska
$5.54M -$1.91M -46,284 -26%
NFG
190
Next Financial Group
Texas
$5.26M -$361K -8,756 -6%
EWA
191
EP Wealth Advisors
California
$5.23M +$1.07M +25,936 +26%
CAN
192
Cetera Advisor Networks
California
$5.23M +$1.7M +41,272 +48%
LIA
193
LBMC Investment Advisors
Tennessee
$5.22M -$266K -6,448 -5%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$5.21M -$387K -9,380 -7%
PBO
195
Peoples Bank (Ohio)
Ohio
$5.2M +$208K +5,044 +4%
CAL
196
Capital Advisors Ltd
Ohio
$5.18M +$81.2K +1,968 +2%
Cerity Partners
197
Cerity Partners
New York
$5.17M -$126K -3,064 -2%
BWA
198
BDO Wealth Advisors
Florida
$5.17M +$1.06M +25,764 +26%
OIA
199
OneDigital Investment Advisors
Kansas
$5.16M +$4.32M +104,760 +518%
CPSC
200
Carl P. Sherr & Co
Massachusetts
$5.14M +$146K +3,536 +3%
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