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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 %
USAA
201
United Services Automobile Association
Texas
$6.04M -$700K -14,472 -10%
William Blair & Company
202
William Blair & Company
Illinois
$5.98M +$323K +6,668 +6%
CAL
203
Capital Advisors Ltd
Ohio
$5.98M +$537K +11,100 +10%
PS
204
Portfolio Strategies
New York
$5.97M -$41.4K -856 -0.7%
PFA
205
Pinnacle Family Advisors
Missouri
$5.94M -$2.18M -45,024 -27%
VFA
206
Voya Financial Advisors
Connecticut
$5.92M -$281K -5,816 -5%
WP
207
WealthSource Partners
California
$5.9M -$42.6K -880 -0.7%
SCA
208
Snowden Capital Advisors
New York
$5.87M -$44.2K -912 -0.7%
CPSC
209
Carl P. Sherr & Co
Massachusetts
$5.86M +$5.86M +121,140 New
PBO
210
Peoples Bank (Ohio)
Ohio
$5.85M +$191K +3,940 +3%
VC
211
Veracity Capital
Georgia
$5.77M +$5.77M +119,204 New
SS
212
Simplicity Solutions
Minnesota
$5.73M +$3.03M +62,576 +112%
AA
213
Advisory Alpha
Michigan
$5.67M -$46K -920 -0.8%
CWM
214
CCG Wealth Management
California
$5.65M -$588K -12,152 -9%
TRCT
215
Tower Research Capital (TRC)
New York
$5.6M +$5.6M +115,672 New
SHIM
216
Stone House Investment Management
Pennsylvania
$5.6M -$3.38M -69,892 -38%
SAG
217
Spotlight Asset Group
Illinois
$5.5M +$5.5M +124,568 New
PFM
218
Parsec Financial Management
North Carolina
$5.5M +$2.44M +50,440 +80%
PP
219
Palladium Partners
Virginia
$5.37M +$1.38M +28,492 +35%
RA
220
RFG Advisory
Alabama
$5.36M -$48.8K -1,008 -0.9%
First Trust Advisors
221
First Trust Advisors
Illinois
$5.3M +$71.1K +1,468 +1%
FBA
222
Front Barnett Associates
Illinois
$5.27M -$70.9K -1,464 -1%
SNT
223
Security National Trust
West Virginia
$5.26M -$15.5K -320 -0.3%
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$5.23M +$587K +12,124 +13%
SEIA
225
Signature Estate & Investment Advisors
California
$5.13M -$191K -3,940 -4%
7 8
9
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