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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

982 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+117
Holders Change %
+13.53%
% of All Funds
19.39%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
169
Increased
283
Reduced
334
Closed
42
Calls
$22M
Puts
$1.53M
Net Calls
+$20.4M
Net Calls Change
-$1.62M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$55.7M
2
JFA
Johanson Financial Advisors
California
$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$123M
5
WIA
World Investment Advisors
California
$15.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Axa
Axa
France
$0
3
HNB
Huntington National Bank
Ohio
$85M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
251
Cetera Advisor Networks
California
$4.14M +$159K +3,284 +4%
AW
252
ACG Wealth
Georgia
$4.09M -$1.64M -33,952 -29%
MA
253
Montag & Associates
Georgia
$4.07M -$2.4M -49,552 -37%
22CM
254
20/20 Capital Management
California
$4.06M +$4.06M +78,832 New
CWM
255
Calamos Wealth Management
Illinois
$4.05M +$16.3K +336 +0.4%
Bessemer Group
256
Bessemer Group
New Jersey
$4.01M +$252K +5,216 +7%
OMC
257
Old Mission Capital
Illinois
$3.99M +$3.99M +82,348 New
BCM
258
Brookstone Capital Management
Illinois
$3.98M +$624K +12,888 +19%
UBV
259
United Bank (Virginia)
Virginia
$3.98M – – –
GT
260
Glenmede Trust
Pennsylvania
$3.97M -$182K -3,752 -4%
Millennium Management
261
Millennium Management
New York
$3.93M +$3.93M +81,076 New
FP
262
Financial Perspectives
Minnesota
$3.87M +$3.87M +79,888 New
TCB
263
Texas Capital Bancshares
Texas
$3.81M +$654K +13,520 +21%
BPA
264
Beacon Pointe Advisors
California
$3.78M -$199K -4,116 -5%
CMO
265
Covenant Multifamily Offices
Texas
$3.68M +$435K +9,372 +13%
GG
266
GenWealth Group
New Jersey
$3.55M +$16.3K +336 +0.5%
Franklin Resources
267
Franklin Resources
California
$3.5M +$1.09M +22,424 +45%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$3.48M -$40.7K -840 -1%
MWM
269
Mattern Wealth Management
Kansas
$3.48M +$3.48M +71,936 New
TNB
270
Thomasville National Bank
Georgia
$3.39M -$79.6K -1,644 -2%
IB
271
Intrust Bank
Kansas
$3.38M +$284K +5,872 +9%
B
272
Bailard
California
$3.38M -$75.7K -1,564 -2%
LBC
273
Lowe Brockenbrough & Co
Virginia
$3.35M +$32.5K +672 +1%
ABC
274
Associated Banc-Corp
Wisconsin
$3.34M +$97.2K +2,008 +3%
ST
275
Smithfield Trust
Pennsylvania
$3.34M -$198K -4,092 -6%
9 10
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