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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 %
FPGK
526
Financial Partners Group (Kansas)
Kansas
$829K -$246K -4,912 -23%
KWM
527
Kingsview Wealth Management
Oregon
$827K +$72.4K +1,496 +10%
FHA
528
Flagship Harbor Advisors
Massachusetts
$822K -$144K -2,980 -15%
SWA
529
SFMG Wealth Advisors
Texas
$822K – – –
AA
530
Argent Advisors
Louisiana
$817K +$817K +16,892 New
CPIG
531
Chicago Partners Investment Group
Illinois
$815K -$659K -13,056 -45%
GMA
532
Goldstein Munger & Associates
California
$813K – – –
S
533
SignatureFD
Georgia
$803K +$12K +248 +2%
KAH
534
Kathryn A. Hall
$801K – – –
BAAM
535
Baker Avenue Asset Management
California
$788K – – –
OWD
536
Osborn Williams & Donohoe
Ohio
$787K – – –
SC
537
Slow Capital
California
$785K -$24.6K -508 -3%
MGWM
538
Marks Group Wealth Management
Minnesota
$784K +$784K +16,192 New
RW
539
REDW Wealth
New Mexico
$772K – – –
CFA
540
Carroll Financial Associates
North Carolina
$770K +$320K +6,608 +71%
HCM
541
HMS Capital Management
Tennessee
$765K – – –
MWM
542
McNaughton Wealth Management
California
$765K +$765K +15,816 New
MWM
543
Mission Wealth Management
California
$763K -$2.9K -60 -0.4%
CS
544
Capital Square
Tennessee
$760K +$760K +15,712 New
Koshinski Asset Management
545
Koshinski Asset Management
Illinois
$754K +$15.3K +316 +2%
VWM
546
Valley Wealth Managers
New Jersey
$746K -$7.36K -152 -1%
SFG
547
StrategIQ Financial Group
Indiana
$745K +$46.1K +952 +7%
BOTW
548
Bank of the West
California
$743K -$80K -1,652 -10%
CPA
549
Capital Planning Advisors
California
$739K – – –
CWS
550
Cypress Wealth Services
California
$739K +$14.5K +300 +2%
20 21
22
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