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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 %
HTC
451
Haverford Trust Company
Pennsylvania
$1.18M – – –
HR
452
Hayden Royal
North Carolina
$1.18M +$162K +3,100 +16%
PFS
453
Prospera Financial Services
Texas
$1.17M +$133K +2,740 +13%
NFG
454
NewFocus Financial Group
Washington
$1.17M +$111K +2,296 +10%
AF
455
Alerus Financial
North Dakota
$1.16M – – –
MSA
456
Marino Stram & Associates
Massachusetts
$1.16M -$70.5K -1,456 -6%
HIM
457
Hotaling Investment Management
Pennsylvania
$1.15M – – –
MWA
458
Meridian Wealth Advisors
Texas
$1.14M – – –
JWM
459
Jackson Wealth Management
Florida
$1.14M -$6.67K -132 -0.6%
CAG
460
Crestwood Advisors Group
Massachusetts
$1.13M -$1.94K -40 -0.2%
HCC
461
Hirtle Callaghan & Co
Pennsylvania
$1.13M – – –
TAM
462
Tradition Asset Management
Virginia
$1.13M – – –
WIA
463
Wealthstreet Investment Advisors
Texas
$1.12M – – –
VWA
464
Visionary Wealth Advisors
Illinois
$1.11M +$1.11M +22,904 New
AIA
465
Avalon Investment & Advisory
Texas
$1.1M +$726K +15,004 +193%
SIAM
466
Sterling Investment Advisors (Missouri)
Missouri
$1.1M -$138K -2,840 -11%
Deutsche Bank
467
Deutsche Bank
Germany
$1.1M -$3.87K -80 -0.4%
IIC
468
Integrated Investment Consultants
Michigan
$1.08M +$132K +2,732 +14%
Mercer Global Advisors
469
Mercer Global Advisors
Colorado
$1.07M -$142K -2,936 -12%
AWM
470
Adams Wealth Management
Utah
$1.07M +$1.07M +22,148 New
JIP
471
Jaffetilchin Investment Partners
Florida
$1.07M +$1.07M +22,020 New
BPWA
472
Beacon Pointe Wealth Advisors
California
$1.05M +$262K +5,420 +33%
AWM
473
Affinity Wealth Management
Delaware
$1.04M -$30K -620 -3%
PAS
474
Partnervest Advisory Services
California
$1.03M -$7.55K -156 -0.7%
ACM
475
Azimuth Capital Management
Michigan
$1.02M -$16.5K -340 -2%
17 18
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