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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 %
MCM
901
McMillion Capital Management
North Carolina
$67K – – –
BUB
902
BBVA USA Bancshares
Texas
$67K +$67K +1,376 New
PCA
903
Peddock Capital Advisors
Massachusetts
$60K -$249K -5,112 -81%
SFG
904
Sowa Financial Group
Rhode Island
$60K +$60K +1,232 New
CCA
905
Column Capital Advisors
Indiana
$60K +$60K +1,240 New
HGWM
906
Harvest Group Wealth Management
Massachusetts
$59K – – –
BA
907
Ballast Advisors
Minnesota
$58K +$58K +1,204 New
MWM
908
Maltin Wealth Management
New Jersey
$57K +$57K +1,168 New
CIM
909
Contravisory Investment Management
Massachusetts
$56K -$29.4K -608 -34%
SFC
910
SYM Financial Corp
Indiana
$54K – – –
HIIFS
911
Harel Insurance Investments & Financial Services
Israel
$54K – – –
RE
912
RBC Europe
United Kingdom
$53.3K – – –
CFG
913
Capstone Financial Group
Oklahoma
$53K +$53K +1,092 New
TT
914
TI-Trust
Illinois
$53K +$53K +1,096 New
PIP
915
Peachtree Investment Partners
Florida
$52K +$52K +1,080 New
FA
916
Faithward Advisors
Pennsylvania
$48K +$48K +1,000 New
SFSIG
917
San Francisco Sentry Investment Group
California
$46K – – –
M
918
MOTCO
Texas
$45K +$45K +920 New
BAMG
919
Brand Asset Management Group
Missouri
$43K – – –
MA
920
MCF Advisors
Kentucky
$40K – – –
BCI
921
Brinker Capital Investments
Pennsylvania
$39K – – –
PC
922
Permanens Capital
New York
$39K – – –
CAW
923
Cornerstone Advisors (Washington)
Washington
$39K +$384 +8 +1%
Qube Research & Technologies (QRT)
924
Qube Research & Technologies (QRT)
United Kingdom
$39K +$39K +800 New
PWM
925
Provident Wealth Management
Tennessee
$39K +$39K +800 New
35 36
37
38 39