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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 %
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$909K -$12.2K -252 -1%
JWM
502
JGP Wealth Management
Oregon
$909K +$29.6K +604 +3%
TF
503
Tompkins Financial
New York
$898K -$30.4K -628 -3%
HCMNY
504
Howard Capital Management (New York)
New York
$893K -$4.84K -100 -0.5%
BP
505
Ballentine Partners
Massachusetts
$882K – – –
LWAC
506
Laurel Wealth Advisors (California)
California
$867K +$336K +6,948 +63%
WP
507
WealthShield Partners
North Carolina
$862K +$165K +3,404 +24%
CWC
508
Carolinas Wealth Consulting
North Carolina
$862K +$862K +17,808 New
CFD
509
Creative Financial Designs
Indiana
$861K -$5.57M -113,532 -87%
KIG
510
Kessler Investment Group
Indiana
$859K -$19.6K -404 -2%
LHC
511
Little House Capital
Massachusetts
$853K -$55.4K -1,144 -6%
FPFS
512
First Personal Financial Services
North Carolina
$853K -$46.5K -960 -5%
KPCM
513
Kings Point Capital Management
New York
$853K – – –
BEI
514
Benjamin Edwards Inc
Missouri
$852K -$283K -5,840 -25%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$852K +$8.91K +184 +1%
LWP
516
Legacy Wealth Planning
Nevada
$851K +$851K +17,580 New
MBT
517
Montecito Bank & Trust
California
$842K – – –
JFA
518
JNBA Financial Advisors
Minnesota
$841K -$51.9K -1,072 -6%
PCG
519
Private Capital Group
Connecticut
$836K -$1.12M -23,208 -57%
MA
520
MONECO Advisors
Connecticut
$836K -$7.1K -140 -0.8%
WAM
521
Wallington Asset Management
Indiana
$833K – – –
FCBT
522
First Citizens Bank & Trust
North Carolina
$833K +$503K +10,400 +153%
BRWM
523
B. Riley Wealth Management
Tennessee
$832K -$132K -2,728 -14%
DSC
524
Duncker Streett & Co
Missouri
$832K -$33.5K -692 -4%
WCF
525
West Coast Financial
California
$831K -$63.9K -1,320 -7%
19 20
21
22 23