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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
$55.7M
2
JFA
Johanson Financial Advisors
California
$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$123M
5
WIA
World Investment Advisors
California
$15.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Axa
Axa
France
$0
3
HNB
Huntington National Bank
Ohio
$85M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Connecticut Wealth Management
Connecticut
$33.6M -$391K -8,068 -1%
1IA
52
1834 Investment Advisors
Wisconsin
$32.6M -$8.68M -179,264 -21%
SVCP
53
Silicon Valley Capital Partners
California
$32.2M +$412K +8,512 +1%
NSIM
54
North Star Investment Management
Illinois
$31.4M +$78K +1,612 +0.2%
MMA
55
Miracle Mile Advisors
California
$31.3M -$1.52M -31,336 -5%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$30.3M -$8.31M -171,572 -21%
TPCW
57
TD Private Client Wealth
New York
$30.3M +$30.3M +625,104 New
RCIM
58
Red Cedar Investment Management
Michigan
$29.9M +$250K +5,160 +0.8%
PI
59
PHH Investments
Texas
$29.5M -$299K -6,180 -1%
KL
60
KWMG LLC
Kansas
$29.1M -$818K -16,888 -3%
AIP
61
Ameritas Investment Partners
Nebraska
$28.3M -$803K -16,580 -3%
IA
62
Independence Advisors
Pennsylvania
$28.2M +$12M +247,100 +74%
FA
63
FCG Advisors
New Jersey
$27.9M +$3.2M +66,068 +13%
NFG
64
Noven Financial Group
Colorado
$27.7M -$2.12M -43,816 -7%
GT
65
Greenleaf Trust
Michigan
$27.5M -$416K -8,592 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$25.5M +$851K +17,588 +3%
IWS
67
Insight Wealth Strategies
California
$25.3M +$498K +10,288 +2%
Creative Planning
68
Creative Planning
Kansas
$25.2M -$444K -9,176 -2%
SEI Investments
69
SEI Investments
Pennsylvania
$24.7M -$498K -10,288 -2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$24.7M -$2.99M -61,788 -11%
MCM
71
MV Capital Management
Maryland
$24.4M -$294K -6,068 -1%
EWMCB
72
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$22.2M -$399K -8,232 -2%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$22.2M -$8.13K -168 -0%
MCM
74
MAI Capital Management
Ohio
$22M +$204K +4,220 +0.9%
PAIM
75
Punch & Associates Investment Management
Minnesota
$21.5M -$375K -7,756 -2%
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