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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
$55.7M
2
JFA
Johanson Financial Advisors
California
$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$123M
5
WIA
World Investment Advisors
California
$15.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Axa
Axa
France
$0
3
HNB
Huntington National Bank
Ohio
$85M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$113M +$5.44M +112,308 +5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$93.6M – – –
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$93.1M +$7.13M +147,336 +8%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$90.6M +$1.56M +32,252 +2%
US Bancorp
30
US Bancorp
Minnesota
$85.9M -$8.19M -169,248 -9%
HNB
31
Huntington National Bank
Ohio
$85M -$76.9M – –
KeyBank National Association
32
KeyBank National Association
Ohio
$82M -$5.44M -112,428 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$78.8M +$11.5M +238,100 +17%
SL
34
Salomon & Ludwin
Virginia
$78M -$3.83M -79,020 -5%
PSUF
35
People's United Financial
Connecticut
$75.3M -$1.97M -40,728 -3%
Lido Advisors
36
Lido Advisors
California
$74.5M +$5.97M +123,384 +9%
VA
37
Valmark Advisers
Ohio
$73.7M -$5.18M -107,088 -7%
CC
38
Courier Capital
New York
$72.4M -$113K -2,284 -0.2%
Mariner
39
Mariner
Kansas
$69.7M +$6.65M +137,356 +11%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$66.1M +$5.82M +120,124 +10%
Truist Financial
41
Truist Financial
North Carolina
$55.7M +$53.9M +1,112,432 +2,958%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$53.2M +$383K +7,912 +0.7%
UCFA
43
United Capital Financial Advisors
Texas
$51M -$1.59M -32,836 -3%
PIM
44
Parker Investment Management
California
$50.8M -$1.27M -26,308 -2%
SPC
45
Sigma Planning Corp
Michigan
$46.6M -$5.11M -105,588 -10%
FHB
46
First Hawaiian Bank
Hawaii
$45.8M -$822K -16,976 -2%
KFA
47
Kays Financial Advisory
Georgia
$44.3M +$2.13M +44,048 +5%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$43.9M +$187K +3,860 +0.4%
LI
49
LVZ Inc
Michigan
$41.8M +$1.23M +25,400 +3%
JFA
50
Johanson Financial Advisors
California
$34.5M +$34.4M +26,620,996 +19,368%
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