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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
+$53.9M
2
JFA
Johanson Financial Advisors
California
+$34.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.5M
5
WIA
World Investment Advisors
California
+$15.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$347M
2
Axa
Axa
France
-$106M
3
HNB
Huntington National Bank
Ohio
-$76.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$64.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
276
Tolleson Wealth Management
Texas
$3.32M – – –
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$3.3M -$39.9K -824 -1%
BEC
278
Blue Edge Capital
Virginia
$3.3M +$132K +2,736 +4%
PIMG
279
Patriot Investment Management Group
Tennessee
$3.25M – – –
NAM
280
NTV Asset Management
West Virginia
$3.23M -$35.8K -740 -1%
LF
281
Lee Financial
Texas
$3.23M – – –
BSW
282
Buckingham Strategic Wealth
Missouri
$3.21M +$51.5K +1,064 +2%
EIP
283
Ellis Investment Partners
Pennsylvania
$3.21M +$15.1K +308 +0.5%
NA
284
NewEdge Advisors
Louisiana
$3.2M +$95.3K +1,968 +3%
AIP
285
Ahrens Investment Partners
Louisiana
$3.18M +$239K +4,936 +8%
AI
286
Atria Investments
North Carolina
$3.17M +$75.1K +1,552 +2%
SCM
287
Stordahl Capital Management
Colorado
$3.17M -$42.2K -872 -1%
WA
288
Wealth Alliance
New York
$3.16M +$3.16M +65,200 New
CCM
289
Colorado Capital Management
Colorado
$3.15M -$10.1K -208 -0.3%
YWP
290
YorkBridge Wealth Partners
New York
$3.13M +$996K +20,572 +47%
DBIA
291
Dumont & Blake Investment Advisors
New Jersey
$3.13M +$54.6K +1,128 +2%
NB
292
Northwest Bancshares
Pennsylvania
$3.11M -$1.09M -22,524 -26%
ACM
293
Allred Capital Management
Texas
$3.1M -$580K -11,976 -16%
BDF
294
Balasa Dinverno & Foltz
$3.1M – – –
OC
295
Oppenheimer & Co
New York
$3.1M -$290K -6,000 -9%
AB
296
Atlas Brown
Kentucky
$3.07M -$26.9K -556 -0.9%
CRC
297
Curi RMB Capital
Illinois
$3.05M -$30.6K -632 -1%
RIS
298
Retirement Income Solutions
Michigan
$2.99M +$817K +16,872 +38%
RBFC
299
Roman Butler Fullerton & Co
Missouri
$2.98M -$149K -3,080 -5%
BAM
300
Belpointe Asset Management
Nevada
$2.98M +$45.9K +948 +2%
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