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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 %
RWM
176
RKL Wealth Management
Pennsylvania
$7.49M -$558K -11,516 -7%
APA
177
American Portfolios Advisors
New York
$7.48M +$397K +8,200 +6%
PWS
178
Paragon Wealth Strategies
Florida
$7.43M -$246K -5,072 -3%
AIM
179
Acropolis Investment Management
Missouri
$7.37M -$19.3K -400 -0.3%
GWM
180
Geneos Wealth Management
Colorado
$7.37M -$196K -4,040 -3%
JIC
181
Johnson Investment Counsel
Ohio
$7.32M +$3.29K +68 +0%
BZWA
182
Blue Zone Wealth Advisors
California
$7.21M +$7.21M +148,968 New
NB
183
Nicolet Bankshares
Wisconsin
$7.16M +$581 +12 +0%
WP
184
WealthPLAN Partners
Nebraska
$7.15M -$749K -14,340 -9%
DIP
185
DT Investment Partners
Pennsylvania
$7.15M +$6.9M +142,540 +2,815%
AFC
186
Adaptive Financial Consulting
Ohio
$7.14M +$7.14M +147,564 New
EWM
187
EPG Wealth Management
Georgia
$7.06M +$7.06M +145,732 New
IWA
188
Independence Wealth Advisors
Virginia
$6.95M -$172K -3,552 -2%
PRWA
189
Platte River Wealth Advisors
Colorado
$6.94M +$6.94M +140,224 New
NFG
190
Next Financial Group
Texas
$6.59M +$332K +6,856 +5%
TFCP
191
Twin Focus Capital Partners
Massachusetts
$6.57M +$411K +8,500 +7%
AF
192
Advisornet Financial
Minnesota
$6.45M +$508K +10,484 +9%
LIA
193
LBMC Investment Advisors
Tennessee
$6.44M +$3.49K +72 +0.1%
CWG
194
Cornerstone Wealth Group
North Carolina
$6.4M +$403K +8,332 +7%
LFAS
195
Level Four Advisory Services
Texas
$6.26M -$116K -2,400 -2%
Cerity Partners
196
Cerity Partners
New York
$6.22M +$1.29M +26,736 +26%
NNP
197
Nachman Norwood & Parrott
South Carolina
$6.21M +$35.1K +724 +0.6%
CWM
198
Cranbrook Wealth Management
Michigan
$6.17M -$69.1K -1,428 -1%
AllianceBernstein
199
AllianceBernstein
Tennessee
$6.17M +$845K +17,448 +16%
CAL
200
Capital Analysts LLC
Pennsylvania
$6.05M -$93.7K -1,936 -2%
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