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iShares S&P 500 Growth ETF
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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 %
CCM
351
CWH Capital Management
Washington
$2.06M -$292K -6,024 -12%
PA
352
Procyon Advisors
Connecticut
$2.06M +$2.06M +42,496 New
DC
353
Davenport & Co
Virginia
$2.04M -$26.1K -540 -1%
RWRC
354
R.W. Roge & Company
New York
$2.04M +$2.04M +41,716 New
OPA
355
Old Port Advisors
Maine
$2.04M -$35.5K -724 -2%
EWM
356
Evercore Wealth Management
New York
$2.03M – – –
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$2.03M -$611K -12,628 -23%
IP
358
Investment Partners
Ohio
$2.02M – – –
FMBTD
359
First Midwest Bank Trust Division
Illinois
$2.01M +$236K +4,884 +13%
CC
360
Cadinha & Co
Hawaii
$2M -$58.1K -1,200 -3%
GCM
361
Gables Capital Management
Florida
$1.98M – – –
ACP
362
Arcus Capital Partners
Georgia
$1.95M +$18.6K +384 +1%
GVAG
363
Great Valley Advisor Group
Delaware
$1.93M +$56.9K +1,176 +3%
GT
364
Glenview Trust
Kentucky
$1.91M – – –
SFS
365
Sowell Financial Services
Arkansas
$1.91M -$343K -7,084 -15%
CAM
366
Carret Asset Management
New York
$1.9M +$10.1K +208 +0.5%
SW
367
SVB Wealth
Massachusetts
$1.89M -$732K -15,120 -28%
OAM
368
Oppenheimer Asset Management
New York
$1.89M +$209K +4,316 +12%
HWM
369
Howard Wealth Management
Connecticut
$1.88M +$1.88M +38,820 New
SCI
370
S&CO Inc
Massachusetts
$1.83M -$96.8K -2,000 -5%
SAM
371
Sequent Asset Management
Texas
$1.82M – – –
WT
372
Whittier Trust
California
$1.81M +$194K +4,000 +12%
SHA
373
Seneca House Advisors
Virginia
$1.8M -$348K -7,180 -16%
FFN
374
Focus Financial Network
Minnesota
$1.79M +$28.1K +580 +2%
SCP
375
Shorepoint Capital Partners
Massachusetts
$1.78M +$83.8K +1,732 +5%
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