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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 %
CCA
601
Clearwater Capital Advisors
Illinois
$593K -$1.1M -22,740 -65%
PFO
602
Pathstone Family Office
New Jersey
$593K – – –
PAMG
603
Patton Albertson Miller Group
Tennessee
$592K -$219K -4,520 -27%
APW
604
Aurora Private Wealth
New Jersey
$591K +$591K +12,208 New
Lazard Asset Management
605
Lazard Asset Management
New York
$588K – – –
SQA
606
Simon Quick Advisors
New Jersey
$586K +$154K +3,176 +36%
EIA
607
Eldridge Investment Advisors
New Hampshire
$582K – – –
CFG
608
Cooper Financial Group
California
$581K -$411K -8,480 -41%
MWA
609
Martel Wealth Advisors
Washington
$578K -$22.7K -468 -4%
TIA
610
Tiemann Investment Advisors
California
$576K -$31.6K -652 -5%
9WM
611
9258 Wealth Management
Ohio
$574K +$574K +11,856 New
SSW
612
Smith Shellnut Wilson
Mississippi
$569K – – –
ESB
613
Essex Savings Bank
Connecticut
$569K – – –
AFA
614
American Financial Advisors
Georgia
$567K -$78.7K -1,756 -12%
TYCC
615
Texas Yale Capital Corp
Florida
$562K – – –
QCG
616
Quadrant Capital Group
Ohio
$561K +$11.5K +240 +2%
TWP
617
TFO Wealth Partners
Ohio
$553K +$553K +11,428 New
FIM
618
Fernwood Investment Management
Massachusetts
$547K -$5.81K -120 -1%
PWA
619
Providence Wealth Advisors
Illinois
$545K – – –
RFWA
620
RPg Family Wealth Advisory
Massachusetts
$544K -$911K -18,812 -63%
MMHP
621
Murphy Middleton Hinkle & Parker
Georgia
$543K +$2.13K +44 +0.4%
SC
622
Scotia Capital
Ontario, Canada
$540K +$31.6K +652 +6%
RA
623
Riversedge Advisors
Delaware
$538K -$13.8K -284 -2%
ACA
624
Affinity Capital Advisors
California
$538K +$538K +11,104 New
SC
625
Steph & Co
Wisconsin
$538K +$538K +11,120 New
23 24
25
26 27