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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 %
WS
801
Wedbush Securities
California
$239K +$239K +4,948 New
ZF
802
Zhang Financial
Michigan
$238K -$29K -600 -11%
CAG
803
Curtis Advisory Group
California
$237K +$237K +4,896 New
FANJ
804
Financial Architects (New Jersey)
New Jersey
$236K – – –
LGWM
805
Litman Gregory Wealth Management
California
$235K – – –
CAM
806
Covenant Asset Management
New Jersey
$235K – – –
CPSAC
807
Chas P. Smith & Associates (CPS)
Florida
$234K -$194 -4 -0.1%
PL
808
Plancorp LLC
Missouri
$234K – – –
LG
809
Leuthold Group
Minnesota
$233K -$35.3K -728 -13%
PBF
810
Petix & Botte Financial
California
$233K +$233K +4,836 New
RCA
811
Rex Capital Advisors
Rhode Island
$232K -$51.1K -1,056 -18%
WA
812
WBH Advisory
Maryland
$232K +$232K +4,804 New
Chevy Chase Trust
813
Chevy Chase Trust
Maryland
$231K -$9.67K -200 -4%
EFL
814
ERn Financial LLC
Wisconsin
$231K – – –
SIAS
815
Shine Investment Advisory Services
Colorado
$231K +$81.8K +1,692 +55%
BFA
816
Beaumont Financial Advisors
Massachusetts
$230K – – –
RVPG
817
Relative Value Partners Group
$229K -$3.29K -68 -1%
NSB
818
Norway Savings Bank
Maine
$229K +$146K +3,020 +176%
SDWMA
819
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K – – –
WLPWM
820
Walled Lake Planning & Wealth Management
Illinois
$228K +$228K +4,708 New
EW
821
Element Wealth
Mississippi
$228K +$228K +4,716 New
ACM
822
Alpha Capital Management
Texas
$225K +$225K +4,656 New
AC
823
Alexandria Capital
Virginia
$224K -$194 -4 -0.1%
T
824
TrueFG
Texas
$221K +$221K +4,572 New
ABTD
825
Arvest Bank Trust Division
Oklahoma
$219K -$50.9K -1,052 -19%
31 32
33
34 35