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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 %
PA
626
Pinnacle Associates
New York
$537K -$20.5K -424 -4%
SIC
627
Sigma Investment Counselors
Michigan
$533K -$19K -392 -3%
BOPW
628
Brandywine Oak Private Wealth
Pennsylvania
$533K +$13.2K +272 +3%
TI
629
tru Independence
Oregon
$532K +$532K +12,884 New
SWA
630
Sutton Wealth Advisors
Florida
$529K – – –
GEA
631
Glen Eagle Advisors
New Jersey
$526K -$2.52K -52 -0.5%
LC
632
Lindbrook Capital
California
$526K – – –
WWM
633
Windsor Wealth Management
Indiana
$525K -$2.25M -46,404 -81%
OIWM
634
OptiFour Integrated Wealth Management
Virginia
$525K – – –
DI
635
Disciplined Investments
Oklahoma
$525K +$525K +10,836 New
LWANC
636
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K -$34.9K -720 -6%
RPC
637
Rossmore Private Capital
Connecticut
$517K – – –
CIA
638
Capital Investment Advisors
Georgia
$513K +$17.8K +368 +4%
WSFS
639
Wilmington Savings Fund Society
Delaware
$509K -$32.4K -668 -6%
CPO
640
Cerity Partners OCIO
New York
$507K -$8.83K -172 -2%
CB
641
CNB Bank
Pennsylvania
$507K +$455K +9,400 +883%
JIC
642
Joel Isaacson & Co
New York
$504K +$774 +16 +0.2%
RRWA
643
Rainey & Randall Wealth Advisors
Florida
$503K -$46.6K -964 -8%
AWA
644
Arkadios Wealth Advisors
Georgia
$501K +$501K +9,588 New
VC
645
Vicus Capital
Pennsylvania
$497K +$4.26K +88 +0.9%
BFA
646
Beacon Financial Advisory
Ohio
$497K +$497K +10,272 New
FCFS
647
First Command Financial Services
Texas
$494K – – –
FCB
648
First Command Bank
Texas
$494K – – –
CWM
649
Chicago Wealth Management
Illinois
$491K +$491K +10,140 New
Prudential Financial
650
Prudential Financial
New Jersey
$488K -$43.2K -892 -8%
24 25
26
27 28