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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 %
AMG
301
Asset Management Group
Connecticut
$2.97M +$14.9K +308 +0.5%
EWF
302
Epstein & White Financial
California
$2.94M -$8.81M -181,916 -75%
KOMWMG
303
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.93M +$2.93M +60,588 New
BRWA
304
B. Riley Wealth Advisors
Florida
$2.91M +$640K +13,212 +28%
OWA
305
Outlook Wealth Advisors
Texas
$2.91M +$246K +5,088 +9%
TFF
306
The Family Firm
Maryland
$2.9M +$20.5K +424 +0.7%
BFG
307
Barber Financial Group
Kansas
$2.9M +$670K +13,832 +30%
RJT
308
Raymond James Trust
Florida
$2.86M -$83.7K -1,728 -3%
SWP
309
Stratos Wealth Partners
Ohio
$2.86M +$167K +3,460 +6%
UBG
310
United Bank (Georgia)
Georgia
$2.84M +$161K +3,336 +6%
HFA
311
High Falls Advisors
New York
$2.84M -$303K -6,260 -10%
XF
312
XML Financial
Maryland
$2.84M +$2.84M +58,692 New
WP
313
WMS Partners
Maryland
$2.82M -$42.8K -884 -1%
CBU
314
CIBC Bank USA
Illinois
$2.81M – – –
PWAP
315
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.8M -$324K -6,464 -10%
TWP
316
Total Wealth Planning
Ohio
$2.8M -$96.8K -2,000 -3%
PFG
317
Pacific Financial Group
Washington
$2.77M -$4.64M -95,892 -63%
SF
318
Synovus Financial
Georgia
$2.7M -$229K -4,720 -8%
PFP
319
Pinnacle Financial Partners
Tennessee
$2.7M +$410K +8,460 +18%
TA
320
Tiedemann Advisors
New York
$2.66M -$1.93M -39,924 -42%
CAC
321
Certified Advisory Corp
Florida
$2.65M +$17.2K +356 +0.7%
APWM
322
Atlas Private Wealth Management
New York
$2.64M +$2.64M +54,484 New
CWAG
323
Compton Wealth Advisory Group
Virginia
$2.62M -$253K -5,228 -9%
HCM
324
Hudson Capital Management
New Jersey
$2.6M +$270K +5,816 +12%
AWP
325
Ascent Wealth Partners
New York
$2.6M +$29.8K +616 +1%
11 12
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