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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 %
Neuberger Berman Group
776
Neuberger Berman Group
New York
$266K +$266K +5,500 New
BW
777
Bison Wealth
Georgia
$265K -$88.5K -1,824 -25%
IFWM
778
Institute for Wealth Management
Colorado
$264K -$2.25M -46,500 -90%
GP
779
Girard Partners
Pennsylvania
$262K -$11K -228 -4%
PCMC
780
Private Capital Management (Colorado)
Colorado
$262K – – –
CTA
781
Colonial Trust Advisors
South Carolina
$260K -$48.2K -996 -16%
CAN
782
Claraphi Advisory Network
United States
$260K +$26.9K +556 +12%
PAM
783
Palisade Asset Management
Minnesota
$259K – – –
LRIA
784
Leonard Rickey Investment Advisors
Washington
$257K – – –
RBC
785
Roble Belko & Company
Pennsylvania
$256K – – –
GTAM
786
Global Trust Asset Management
Florida
$254K +$1.94K +40 +0.8%
MI
787
Moneywise Inc
Virginia
$253K -$14.1K -312 -5%
IA
788
IFG Advisory
Georgia
$253K -$5.22K -108 -2%
CBB
789
Citizens Business Bank
California
$252K – – –
WWM
790
WT Wealth Management
Arizona
$252K – – –
RWA
791
Ropes Wealth Advisors
Massachusetts
$250K – – –
FB
792
Fulton Bank
Pennsylvania
$250K +$250K +5,172 New
GG
793
Gleason Group
Kentucky
$245K +$245K +5,064 New
CFC
794
Coyle Financial Counsel
Illinois
$244K – – –
WA1
795
Wimmer Associates 1
California
$242K – – –
FPCP
796
Fort Point Capital Partners
California
$242K – – –
SMG
797
Spectrum Management Group
Indiana
$241K +$241K +4,980 New
TPW
798
TL Private Wealth
Texas
$240K +$240K +4,624 New
BC
799
Brinker Capital
Pennsylvania
$239K +$239K +4,944 New
MFG
800
Merit Financial Group
Georgia
$239K +$239K +4,944 New
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