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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 %
SWA
1001
Stratos Wealth Advisors
Ohio
– -$275K -6,108 Closed
WAS
1002
WESPAC Advisors SoCal
California
– -$270K -5,992 Closed
VAS
1003
Vestmark Advisory Solutions
Massachusetts
– -$268K -5,948 Closed
EP
1004
Edgestream Partners
New Jersey
– -$266K -5,904 Closed
CIM
1005
Cambria Investment Management
California
– -$230K -5,104 Closed
KF
1006
Krilogy Financial
Missouri
– -$223K -4,952 Closed
SWM
1007
Segment Wealth Management
Texas
– -$222K -4,928 Closed
CAMG
1008
CWA Asset Management Group
Florida
– -$211K -4,700 Closed
ANTB
1009
AMG National Trust Bank
Colorado
– -$203K -4,500 Closed
PGA
1010
Portland Global Advisors
Maine
– -$202K -4,484 Closed
SB
1011
Strategic Blueprint
Georgia
– -$167K -3,700 Closed
GSWM
1012
Golden State Wealth Management
California
– -$162K -3,592 Closed
AWMS
1013
Advocacy Wealth Management Services
Georgia
– -$136K -3,028 Closed
EW
1014
Evoke Wealth
California
– -$118K -2,612 Closed
TA
1015
Thor Advisors
New York
– -$107K -2,380 Closed
QCMNJ
1016
Quantum Capital Management (New Jersey)
New Jersey
– -$99K -2,200 Closed
REMPR
1017
Roof Eidam Maycock Peralta (REMP)
California
– -$93K -2,064 Closed
GWAG
1018
Garrett Wealth Advisory Group
Texas
– -$74.9K -1,664 Closed
SWP
1019
Strategic Wealth Partners
Ohio
– -$3.67K -1,308 Closed
DP
1020
Denver PWM
Colorado
– -$30.1K -668 Closed
APSP
1021
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$28K -612 Closed
OIA
1022
Optimum Investment Advisors
Illinois
– -$23K -520 Closed
KWA
1023
KCS Wealth Advisory
California
– -$19.6K -436 Closed
SBA
1024
Secrest Blakey & Associates
North Carolina
– -$18K -408 Closed
NIC
1025
Northwest Investment Counselors
Oregon
– -$11K -252 Closed
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