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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$34.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$18.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$281M
2
CC
Courier Capital
New York
-$264M
3
HNB
Huntington National Bank
Ohio
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
251
Farr Miller & Washington
District of Columbia
$5.32M -$70.5K -1,105 -1%
SAM
252
Shone Asset Management
California
$5.31M +$4.72K +75 +0.1%
ACM
253
Allred Capital Management
Texas
$5.28M +$30.4K +477 +0.6%
LWP
254
Laurel Wealth Planning
Minnesota
$5.27M +$5.27M +82,586 New
EFSCE
255
Enterprise Financial Services Corp (EFSC)
Missouri
$5.26M -$328K -5,138 -6%
CB
256
Commerce Bank
Missouri
$5.18M -$596K -9,335 -10%
HCM
257
Howard Capital Management
Georgia
$5.17M +$325K +5,056 +7%
GW
258
GW & Wade
Massachusetts
$5.15M +$4.65M +72,824 +925%
FP
259
Financial Perspectives
Minnesota
$5.15M +$182K +2,855 +4%
RWMH
260
Riverpoint Wealth Management Holdings
Illinois
$5.14M -$11K -172 -0.2%
HSBC Holdings
261
HSBC Holdings
United Kingdom
$5.1M -$11.7M -183,850 -70%
KPWS
262
Kestra Private Wealth Services
Texas
$5.09M +$68.9K +1,084 +1%
PW
263
Peninsula Wealth
California
$5.05M +$2.02M +31,647 +67%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$4.99M +$741K +11,609 +17%
22CM
265
20/20 Capital Management
California
$4.98M -$233K -3,536 -4%
Bessemer Group
266
Bessemer Group
New Jersey
$4.93M -$54.9K -860 -1%
SEIA
267
Signature Estate & Investment Advisors
California
$4.93M -$335K -5,247 -6%
FHA
268
First Horizon Advisors
Tennessee
$4.92M -$442K -6,922 -8%
RB
269
Renasant Bank
Mississippi
$4.87M +$4.87M +76,283 New
LBC
270
Lowe Brockenbrough & Co
Virginia
$4.84M -$249K -3,899 -5%
AW
271
ACG Wealth
Georgia
$4.82M -$178K -2,784 -4%
TCB
272
Texas Capital Bancshares
Texas
$4.82M -$161K -2,518 -3%
SMG
273
Spectrum Management Group
Indiana
$4.73M -$1.37M -21,511 -22%
AllianceBernstein
274
AllianceBernstein
Tennessee
$4.72M +$33K +517 +0.7%
WA
275
Wealth Alliance
New York
$4.7M -$256K -4,010 -5%
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