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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 %
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$12.5M -$1.59M -32,908 -11%
DADC
127
D.A. Davidson & Co
Montana
$12M +$277K +5,732 +2%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$12M +$6.04M +124,800 +101%
ECM
129
Evergreen Capital Management
Washington
$12M -$497K -10,268 -4%
IFS
130
Ifrah Financial Services
Arkansas
$12M -$208K -4,292 -2%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$11.9M – – –
Bank of New York Mellon
132
Bank of New York Mellon
New York
$11.9M +$382K +7,892 +3%
HF
133
Halpern Financial
Virginia
$11.6M +$11.6M +238,956 New
ASN
134
Advisory Services Network
Georgia
$11.2M +$3.94M +81,288 +54%
MIAN
135
Mariner Independent Advisor Network
Kansas
$11.2M -$88.7K -1,832 -0.8%
MGIA
136
Moneta Group Investment Advisors
Missouri
$11.1M +$494K +10,204 +5%
FI
137
FormulaFolio Investments
Michigan
$11.1M -$9.36M -193,440 -46%
MFM
138
Mirsky Financial Management
New York
$11M +$533K +11,000 +5%
CC
139
Chanos & Company
New York
$10.9M +$10.9M +226,128 New
BOS
140
Bank of Stockton
California
$10.8M -$1.03M -21,372 -9%
AWM
141
AE Wealth Management
Kansas
$10.5M +$2.7M +55,868 +35%
Two Sigma Investments
142
Two Sigma Investments
New York
$10.5M -$13M -269,200 -55%
GPA
143
Guidance Point Advisors
Massachusetts
$10.3M +$243K +5,016 +2%
CWM
144
Cahaba Wealth Management
Georgia
$10.2M -$2.59M -53,464 -20%
PWP
145
Personal Wealth Partners
Minnesota
$10.1M -$1.5M -31,060 -13%
KM
146
Kalos Management
Georgia
$9.83M -$1.7M -34,956 -15%
FAAS
147
First Allied Advisory Services
California
$9.73M -$2.51M -51,716 -20%
LWA
148
LWS Wealth Advisors
New Jersey
$9.7M +$9.7M +200,396 New
CG
149
Colony Group
Massachusetts
$9.69M -$10.3M -212,608 -51%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$9.62M -$667K -13,788 -6%
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