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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 %
SXL
676
Summit X LLC
Missouri
$429K -$9.12K -188 -2%
CFS
677
CRA Financial Services
New Jersey
$428K – – –
WTB
678
Washington Trust Bank
Washington
$423K – – –
KCM
679
Kornitzer Capital Management
Kansas
$423K +$423K +8,728 New
DBRC
680
D.B. Root & Company
Pennsylvania
$415K -$26.5K -548 -6%
MCM
681
Murphy Capital Management
New Jersey
$414K +$51.4K +1,064 +14%
BCWM
682
Bartlett & Co Wealth Management
Ohio
$412K +$63.3K +1,308 +18%
CA
683
Claro Advisors
Massachusetts
$412K -$20.1K -416 -5%
MFG
684
Magnus Financial Group
New York
$410K +$113K +2,328 +38%
GI
685
GAMCO Investors
Connecticut
$407K – – –
SPP
686
Single Point Partners
Massachusetts
$401K +$401K +8,276 New
FFS
687
Founders Financial Securities
Maryland
$400K +$400K +8,264 New
CP
688
Covenant Partners
Tennessee
$399K -$15.7K -324 -4%
FNBOSM
689
First National Bank of South Miami
Florida
$396K -$8.71K -180 -2%
EFS
690
Essex Financial Services
Connecticut
$394K +$194 +4 +0%
MWM
691
Modera Wealth Management
New Jersey
$393K – – –
AC
692
Addison Capital
Pennsylvania
$393K – – –
BFG
693
Beacon Financial Group
Texas
$387K – – –
SBWM
694
Sunflower Bank Wealth Management
Arizona
$386K -$4.84K -100 -1%
GW
695
GW & Wade
Massachusetts
$380K +$580 +12 +0.2%
WAP
696
Wealthcare Advisory Partners
Pennsylvania
$378K +$84.7K +1,748 +29%
TA
697
Trellis Advisors
Washington
$373K -$46.2K -956 -11%
FA
698
Fiducient Advisors
Illinois
$373K +$3.68K +76 +1%
SWM
699
Sugarloaf Wealth Management
Georgia
$373K +$373K +7,708 New
WI
700
Wintrust Investments
Illinois
$372K -$3.88K -80 -1%
26 27
28
29 30