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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 %
PWMG
951
Prestige Wealth Management Group
New Jersey
$21K -$194 -4 -0.9%
SIS
952
Sound Income Strategies
Florida
$20K +$192 +4 +1%
EAM
953
Eukles Asset Management
Ohio
$19K -$19.6K -412 -51%
VCM
954
Versant Capital Management
Arizona
$19K – – –
AIA
955
Armor Investment Advisors
North Carolina
$19K – – –
ME
956
McIlrath & Eck
Washington
$19K – – –
LWS
957
Lucia Wealth Services
California
$19K – – –
LFG
958
Larson Financial Group
Missouri
$19K +$19K +400 New
AIM
959
Anchor Investment Management
South Carolina
$17.2K – – –
NPP
960
New Potomac Partners
Maryland
$17K – – –
TFA
961
Toth Financial Advisory
Virginia
$15K -$3.12K -64 -17%
CIAS
962
CBIZ Investment Advisory Services
Ohio
$15K – – –
OAJ
963
Ogorek Anthony Joseph
New York
$15K – – –
First Manhattan
964
First Manhattan
New York
$15K – – –
ACA
965
Aptus Capital Advisors
Alabama
$15K +$8.52K +184 +131%
KWM
966
Keebeck Wealth Management
Illinois
$14K +$14K +304 New
MIM
967
Macroview Investment Management
Maryland
$13K +$5.46K +116 +73%
HB
968
Horizon Bancorp
Indiana
$13K +$13K +272 New
CHAM
969
Clear Harbor Asset Management
Connecticut
$12.6K +$12.6K +260 New
FFW
970
Fusion Family Wealth
New York
$10K – – –
CFN
971
Cordasco Financial Network
Florida
$10K – – –
TF
972
TimeScale Financial
Massachusetts
$9K – – –
AF
973
Affiance Financial
Minnesota
$9K +$9K +196 New
TAM
974
Townsend Asset Management
North Carolina
$8K +$8K +168 New
KFS
975
Kelly Financial Services
Massachusetts
$7.95K – – –
37 38
39
40 41