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iShares S&P 500 Growth ETF

1,115 hedge funds and large institutions have $21.3B invested in iShares S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 283 increasing their positions, 457 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+111
Holders Change %
+11.06%
% of All Funds
19.78%
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.88%
New
173
Increased
283
Reduced
457
Closed
43
Calls
$4.91M
Puts
$1.45M
Net Calls
+$3.46M
Net Calls Change
-$205K
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
226
Trustmark National Bank Trust Department
Mississippi
$6.89M -$1.15M -18,000 -14%
CWM
227
Cahaba Wealth Management
Georgia
$6.86M -$904K -13,768 -12%
PP
228
Palladium Partners
Virginia
$6.78M -$4.21K -66 -0.1%
TF
229
TIAA FSB
Florida
$6.72M +$261K +4,089 +4%
William Blair & Company
230
William Blair & Company
Illinois
$6.71M +$5.55K +87 +0.1%
FBA
231
Front Barnett Associates
Illinois
$6.58M -$178K -2,791 -3%
SCG
232
Sonata Capital Group
Washington
$6.44M +$145K +2,267 +2%
AIA
233
Arrow Investment Advisors
Maryland
$6.38M -$3.6M -56,471 -36%
ACA
234
Ascension Capital Advisors
Texas
$6.06M -$867K -13,578 -13%
AAM
235
Ascension Asset Management
New York
$6.06M +$6.06M +94,998 New
NFG
236
Next Financial Group
Texas
$6.02M -$1.71M -26,791 -22%
IWMWV
237
Ironwood Wealth Management (West Virginia)
West Virginia
$5.91M +$5.91M +92,612 New
FMN
238
Financial Management Network
California
$5.88M +$5.88M +90,099 New
PWAC
239
Private Wealth Advisors (California)
California
$5.76M -$99.5K -1,555 -2%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$5.75M +$4.4M +68,936 +325%
VWA
241
Visionary Wealth Advisors
Illinois
$5.69M +$5.01M +78,429 +731%
EPA
242
Element Pointe Advisors
Florida
$5.69M
IWAG
243
Integer Wealth Advisors Group
Georgia
$5.69M -$158K -2,514 -3%
AF
244
Advisornet Financial
Minnesota
$5.6M -$2.21M -34,645 -28%
VC
245
Vestor Capital
Illinois
$5.57M +$41K +643 +0.7%
GWAM
246
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.5M +$5.5M +86,153 New
EIP
247
Ellis Investment Partners
Pennsylvania
$5.44M +$994K +15,571 +22%
TA
248
Tiedemann Advisors
New York
$5.43M -$99K -1,552 -2%
CA
249
Clearstead Advisors
Ohio
$5.36M -$973K -15,250 -15%
AWA
250
Arkadios Wealth Advisors
Georgia
$5.36M +$4.72M +73,892 +729%