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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 %
HW
151
Hancock Whitney
Mississippi
$9.57M -$1.5M -31,024 -14%
SAM
152
Securian Asset Management
Minnesota
$9.51M +$2.79M +57,600 +41%
CFG
153
Citizens Financial Group
Rhode Island
$9.45M +$108K +2,240 +1%
Barclays
154
Barclays
United Kingdom
$9.41M +$1.51M +31,116 +19%
PAG
155
Private Advisory Group
Washington
$9.22M -$231K -4,776 -2%
DSA
156
Droms Strauss Advisors
Missouri
$9.18M -$14.7K -304 -0.2%
AWM
157
Avior Wealth Management
Nebraska
$9.13M +$1.12M +23,144 +14%
PWAC
158
Private Wealth Advisors (California)
California
$9.03M -$821K -16,956 -8%
CWA
159
Core Wealth Advisors
Florida
$9.03M +$9.03M +186,488 New
FAIM
160
Financial Advocates Investment Management
Washington
$8.83M +$113K +2,340 +1%
MA
161
Mutual Advisors
Nebraska
$8.74M -$362K -7,472 -4%
PIA
162
Powell Investment Advisors
Florida
$8.67M +$8.67M +179,100 New
FDCC
163
Foster Dykema Cabot & Co
Massachusetts
$8.57M -$21.3M -439,180 -71%
AIC
164
Ameritas Investment Company
Nebraska
$8.52M +$3.15M +65,040 +59%
CS
165
Credit Suisse
Switzerland
$8.08M +$8.08M +166,872 New
AWM
166
Argent Wealth Management
Massachusetts
$8.08M +$8.08M +166,812 New
APP
167
Avantax Planning Partners
Iowa
$8.05M -$94.7K -1,956 -1%
SPIA
168
Steward Partners Investment Advisory
New York
$8.04M +$822K +16,972 +11%
NCM
169
Narwhal Capital Management
Georgia
$7.95M – – –
F
170
F3Logic
Minnesota
$7.83M +$548K +11,324 +8%
GIA
171
Gladstone Institutional Advisory
Florida
$7.81M +$237K +4,904 +3%
CA
172
Cetera Advisors
Colorado
$7.73M +$3.92M +80,820 +103%
BFM
173
Broadview Financial Management
Wisconsin
$7.73M -$262K -5,412 -3%
IWC
174
Integrated Wealth Concepts
Massachusetts
$7.67M +$6.65M +137,432 +653%
FHC
175
First Heartland Consultants
Missouri
$7.51M +$190K +3,928 +3%
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