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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 %
TAM
701
Tocqueville Asset Management
New York
$372K +$81.4K +1,680 +28%
FDS
702
Freedom Day Solutions
Texas
$370K +$6.01K +124 +2%
CFA
703
CWS Financial Advisors
Michigan
$369K +$369K +7,628 New
CL
704
Cabana LLC
Arkansas
$368K +$2.13K +44 +0.6%
DWM
705
Darwin Wealth Management
Florida
$367K +$194 +4 +0.1%
AP
706
Advisor Partners
California
$362K +$11K +220 +3%
SBSB
707
Sullivan, Bruyette, Speros & Blaney
Virginia
$361K – – –
FNBOO
708
First National Bank of Omaha
Nebraska
$360K -$52.8K -1,092 -13%
TNB
709
TCF National Bank
South Dakota
$360K -$1.55K -32 -0.4%
WEC
710
Winslow Evans & Crocker
Massachusetts
$356K +$214K +4,400 +150%
CGA
711
Crescent Grove Advisors
Illinois
$354K – – –
WCG
712
Weaver Consulting Group
California
$354K – – –
RIA
713
Realta Investment Advisors
Delaware
$353K -$9.7K -204 -3%
AL
714
Aspiriant LLC
California
$350K +$103K +2,120 +42%
MM
715
Meridian Management
Arkansas
$349K – – –
SIC
716
Salem Investment Counselors
North Carolina
$349K – – –
Wealth Enhancement Advisory Services
717
Wealth Enhancement Advisory Services
Minnesota
$347K +$347K +7,124 New
HT
718
Heritage Trust
Oklahoma
$346K -$274K -5,648 -44%
SMFS
719
Squar Milner Financial Services
California
$345K +$154K +3,176 +80%
TWM
720
Torch Wealth Management
Ohio
$342K -$1.35K -28 -0.4%
LB
721
Legacy Bridge
Iowa
$339K – – –
SFG
722
SNS Financial Group
Minnesota
$338K -$68K -1,404 -17%
HCM
723
Harvey Capital Management
Florida
$338K – – –
CG
724
Corundum Group
Colorado
$335K – – –
ONST
725
Old North State Trust
North Carolina
$331K – – –
27 28
29
30 31