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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 %
MFT
851
Moisand Fitzgerald Tamayo
Florida
$192K – – –
LWA
852
Lenox Wealth Advisors
New York
$192K +$6.39K +132 +3%
1W
853
1776 Wealth
Georgia
$191K +$191K +3,960 New
HR
854
Howe & Rusling
New York
$182K +$193 +4 +0.1%
TIM
855
Tortoise Investment Management
New York
$180K – – –
KPW
856
Kore Private Wealth
New York
$177K +$177K +3,656 New
BWM
857
BerganKDV Wealth Management
Minnesota
$172K +$86.8K +1,796 +102%
TWA
858
TCI Wealth Advisors
Arizona
$170K – – –
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$168K – – –
CCM
860
Covington Capital Management
California
$164K -$9.67K -200 -6%
QAM
861
QCI Asset Management
New York
$155K – – –
CAAS
862
Capital Asset Advisory Services
Michigan
$154K +$154K +2,980 New
FWM
863
FSA Wealth Management
Massachusetts
$151K +$151K +3,120 New
IFA
864
Interactive Financial Advisors
Illinois
$150K -$2.9K -60 -2%
GAM
865
Gemmer Asset Management
California
$146K +$3.67K +76 +3%
CCM
866
Cribstone Capital Management
Maine
$140K -$9.3K -192 -6%
WFMPM
867
Woodley Farra Manion Portfolio Management
Indiana
$137K +$137K +2,828 New
SIM
868
Sonora Investment Management
Arizona
$129K -$20.3K -420 -14%
C
869
Certuity
Florida
$128K +$128K +2,644 New
SFSG
870
Stearns Financial Services Group
North Carolina
$125K +$20K +412 +19%
MCWS
871
McKinley Carter Wealth Services
West Virginia
$120K +$120K +2,488 New
JWA
872
JFS Wealth Advisors
Pennsylvania
$119K – – –
FBT
873
First Bank & Trust
South Dakota
$119K – – –
TFS
874
TrustCore Financial Services
Tennessee
$119K – – –
CTB
875
Country Trust Bank
Illinois
$118K – – –
33 34
35
36 37