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iShares S&P 500 Growth ETF
IVW

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 %
ATFA
576
All Terrain Financial Advisors
Minnesota
$655K -$11.2K -232 -2%
EP
577
Eudaimonia Partners
Tennessee
$655K +$655K +13,528 New
CCMG
578
Clark Capital Management Group
Pennsylvania
$654K – – –
CAM
579
Cubic Asset Management
Massachusetts
$649K -$19.4K -400 -3%
AIA
580
Arbor Investment Advisors
North Carolina
$649K – – –
CA
581
Cornerstone Advisory
Maryland
$647K -$22.6K -468 -3%
JWBC
582
J.W. Burns & Co
New York
$647K -$15.5K -320 -2%
CST
583
Charles Schwab Trust
Nevada
$643K – – –
FCA
584
FinTrust Capital Advisors
South Carolina
$637K -$77.5K -1,600 -11%
SBH
585
Segall Bryant & Hamill
Illinois
$637K – – –
JFG
586
JMG Financial Group
Illinois
$633K -$27.7K -572 -4%
RMCM
587
Reynders McVeigh Capital Management
Massachusetts
$628K – – –
VHAM
588
Van Hulzen Asset Management
California
$628K +$21.7K +448 +4%
AP
589
Arlington Partners
Alabama
$628K +$96.8K +2,000 +18%
CMP
590
Courage Miller Partners
Virginia
$621K -$14.7K -304 -2%
TC
591
TAP Consulting
Missouri
$620K -$151K -3,108 -20%
TFO
592
Tarbox Family Office
California
$617K – – –
VR
593
Viridian RIA
Washington
$609K – – –
LF
594
LifeSteps Financial
California
$609K +$609K +12,576 New
BCA
595
Berman Capital Advisors
Georgia
$607K – – –
BBPWM
596
Blue Bell Private Wealth Management
Pennsylvania
$606K +$57.6K +2,260 +10%
FWM
597
Focused Wealth Management
New York
$601K +$194 +4 +0%
MSAM
598
Moloney Securities Asset Management
Missouri
$601K +$35.8K +740 +6%
CCM
599
Condor Capital Management
New Jersey
$596K -$3.1K -64 -0.5%
TFGT
600
TS Financial Group (TSFG)
Illinois
$594K +$1.36K +28 +0.2%
22 23
24
25 26