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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
$55.7M
2
JFA
Johanson Financial Advisors
California
$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$123M
5
WIA
World Investment Advisors
California
$15.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Axa
Axa
France
$0
3
HNB
Huntington National Bank
Ohio
$85M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
101
Goelzer Investment Management
Indiana
$16.3M -$369K -7,616 -2%
WIA
102
World Investment Advisors
California
$15.8M +$15.5M +320,488 +4,699%
GIA
103
GHP Investment Advisors
Colorado
$15.7M -$328K -6,784 -2%
ISWM
104
Independent Solutions Wealth Management
New York
$15.4M +$15.4M +318,792 New
FWP
105
FAS Wealth Partners
Kansas
$15.2M +$165K +3,404 +1%
CL
106
Choreo LLC
Illinois
$15.1M -$148K -3,048 -1%
AIG
107
American International Group
New York
$14.7M +$7.4M +152,800 +101%
Comerica Bank
108
Comerica Bank
Texas
$14.5M -$3.25M -64,396 -18%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$14.2M +$9.97M +205,936 +234%
SFI
110
SPC Financial Inc
Maryland
$14.1M +$146K +3,020 +1%
IAA
111
Independent Advisor Alliance
North Carolina
$14.1M +$14.1M +292,248 New
TW
112
Transform Wealth
Colorado
$14.1M +$468K +9,664 +3%
BOH
113
Bank of Hawaii
Hawaii
$14.1M -$343K -7,092 -2%
ANB
114
Amarillo National Bank
Texas
$13.9M -$178K -3,668 -1%
WWM
115
Western Wealth Management
Colorado
$13.9M +$32.9K +680 +0.2%
SAM
116
Silvercrest Asset Management
New York
$13.8M -$25.2K -520 -0.2%
CA
117
Centerpoint Advisors
Massachusetts
$13.5M +$4.26K +88 +0%
V
118
Veritable
Delaware
$13.5M -$1.3M -26,836 -9%
CS
119
Comerica Securities
Michigan
$13.4M +$822K +16,980 +7%
SWPG
120
Strategic Wealth Partners Group
Illinois
$13.3M +$43K +888 +0.3%
FLA
121
Financial Life Advisors
Texas
$13.3M -$292K -6,032 -2%
IFAM
122
Institutional & Family Asset Management
Colorado
$13M -$150K -3,092 -1%
Northern Trust
123
Northern Trust
Illinois
$12.8M +$318K +6,564 +3%
AIA
124
Alera Investment Advisors
Illinois
$12.7M -$106K -2,188 -0.8%
PSP
125
Principal Street Partners
Tennessee
$12.6M +$1.35M +27,856 +12%
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5
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