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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 %
CTC
476
Central Trust Company
Missouri
$1.02M +$77.4K +1,600 +8%
PPA
477
Parametric Portfolio Associates
Washington
$1.02M – – –
MAFM
478
Mid Atlantic Financial Management
Pennsylvania
$1.01M -$352K -7,272 -26%
SWM
479
SeaCrest Wealth Management
New York
$1M -$3.1K -64 -0.3%
CPIA
480
Cornell Pochily Investment Advisors
New York
$1M +$12K +248 +1%
TI
481
Trexquant Investment
Connecticut
$990K +$590K +12,184 +147%
FNT
482
First National Trust
Pennsylvania
$981K +$1.94K +40 +0.2%
OIA
483
OneDigital Investment Advisors
Kansas
$979K +$73.6K +1,520 +8%
NL
484
NWAM LLC
Washington
$978K -$55.4K -1,144 -5%
CWM
485
Cornerstone Wealth Management
Missouri
$975K -$238K -4,912 -20%
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$974K +$974K +20,112 New
HCP
487
Holt Capital Partners
Texas
$971K – – –
FPS
488
Fieldpoint Private Securities
Connecticut
$971K – – –
FWM
489
Frontier Wealth Management
Missouri
$965K -$44.2K -912 -4%
BFO
490
Boston Family Office
Massachusetts
$955K – – –
JGC
491
J. Goldman & Co
New York
$952K +$142K +2,924 +17%
CCT
492
Capital City Trust
Florida
$950K +$176K +3,636 +23%
BFM
493
Boston Financial Management
Massachusetts
$950K +$370K +7,644 +64%
AI
494
Accredited Investors
Minnesota
$946K +$43.2K +892 +5%
PWM
495
Perigon Wealth Management
California
$942K +$119K +2,436 +15%
LNC
496
Lincoln National Corp
Pennsylvania
$942K +$173K +3,584 +23%
PCA
497
Personal Capital Advisors
California
$942K +$423K +8,728 +81%
LSPW
498
Lake Street Private Wealth
Illinois
$940K +$17.8K +368 +2%
SCM
499
Smith Capital Management
Arkansas
$930K – – –
BCP
500
Blue Chip Partners
Michigan
$926K +$926K +19,136 New
18 19
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