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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 %
LAS
876
Lloyd Advisory Services
Georgia
$116K +$116K +2,404 New
RFA
877
Reilly Financial Advisors
California
$113K – – –
DC
878
DeDora Capital
California
$110K +$110K +2,272 New
VCP
879
Verus Capital Partners
Arizona
$109K +$109K +2,260 New
CIA
880
Cascade Investment Advisors
Oregon
$107K – – –
TCWM
881
Total Clarity Wealth Management
Illinois
$104K +$104K +2,152 New
BAM
882
Barrett Asset Management
New York
$103K – – –
LWA
883
Lowe Wealth Advisors
Maryland
$102K – – –
CHA
884
Carmichael Hill & Associates
Maryland
$102K +$102K +2,108 New
CWP
885
CFM Wealth Partners
Texas
$96K +$96K +1,900 New
PAI
886
Pittenger & Anderson Inc
Nebraska
$95K +$44.8K +928 +89%
JSC
887
Jackson Square Capital
California
$93K +$93K +1,920 New
PMFA
888
Plante Moran Financial Advisors
Michigan
$91K -$26.5K -548 -23%
POIA
889
Pin Oak Investment Advisors
Texas
$90K -$10.6K -220 -11%
AWM
890
Atticus Wealth Management
Florida
$88K +$88K +1,820 New
Kayne Anderson Rudnick Investment Management
891
Kayne Anderson Rudnick Investment Management
California
$87K +$70.9K +1,464 +441%
LWM
892
Lenox Wealth Management
Ohio
$86K – – –
RMAM
893
Raab & Moskowitz Asset Management
New Jersey
$86K +$86K +1,796 New
CDIA
894
Capital Directions Investment Advisors
Georgia
$82K +$82K +1,700 New
RFM
895
Royal Fund Management
Florida
$81K +$21.5K +448 +36%
BWM
896
Baystate Wealth Management
Massachusetts
$74K +$386 +8 +0.5%
LWM
897
Liberty Wealth Management
California
$70K -$1.37K -28 -2%
CHC
898
City Holding Co
West Virginia
$70K – – –
RG
899
Retirement Group
California
$69K +$69K +1,420 New
FCM
900
Firestone Capital Management
Florida
$68K +$68K +1,412 New
34 35
36
37 38