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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 %
SRSA
426
S.R. Schill & Associates
Washington
$1.35M -$47.1K -972 -3%
CIR
427
Clear Investment Research
Georgia
$1.34M -$124K -2,568 -9%
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
$1.32M -$192K -3,960 -13%
PMG
429
ProVise Management Group
Florida
$1.32M -$7.75K -160 -0.6%
PA
430
PFG Advisors
Arizona
$1.32M +$73.7K +1,496 +6%
CRCM
431
Corbett Road Capital Management
Virginia
$1.32M +$1.32M +27,164 New
CGFA
432
Colton Groome Financial Advisors
North Carolina
$1.31M -$71.6K -1,480 -5%
RSWM
433
Robertson Stephens Wealth Management
California
$1.31M -$61.7K -1,276 -5%
PCS
434
Personal CFO Solutions
New Jersey
$1.31M +$68.9K +1,424 +6%
PAM
435
PVG Asset Management
Colorado
$1.31M -$9.68K -200 -0.7%
BIM
436
Bridges Investment Management
Nebraska
$1.31M +$98.4K +2,032 +8%
SFG
437
Summit Financial Group
West Virginia
$1.3M -$30.4K -628 -2%
CFGS
438
Concourse Financial Group Securities
Alabama
$1.29M +$617K +12,744 +92%
Bank of Montreal
439
Bank of Montreal
Ontario, Canada
$1.28M -$7.61M -157,316 -86%
AA
440
Alesco Advisors
New York
$1.28M -$22.3K -460 -2%
RIA
441
Regal Investment Advisors
Michigan
$1.27M -$2.52K -52 -0.2%
BHWM
442
Bar Harbor Wealth Management
New Hampshire
$1.27M -$15.7K -324 -1%
BCM
443
BTC Capital Management
Iowa
$1.27M – – –
QCM
444
Quest Capital Management
Texas
$1.25M +$9.49K +196 +0.8%
WANY
445
Wealthspire Advisors (New York)
New York
$1.23M +$108K +2,236 +10%
W
446
Wealthquest
Ohio
$1.22M +$42.2K +872 +4%
EAM
447
Evanson Asset Management
California
$1.22M +$775 +16 +0.1%
CAM
448
Cresset Asset Management
Illinois
$1.21M +$192K +3,964 +19%
DAS
449
Dynamic Advisor Solutions
Arizona
$1.19M -$7.36K -152 -0.6%
WQ
450
Wealth Quarterback
New Jersey
$1.19M +$1.19M +24,544 New
16 17
18
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