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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 %
CAL
326
Capital Analysts LLC
Pennsylvania
$3.51M -$2.41M -37,767 -41%
BFS
327
Bard Financial Services
Connecticut
$3.51M +$3.51M +55,000 New
BDF
328
Balasa Dinverno & Foltz
$3.51M -$120K -1,878 -3%
ST
329
Smithfield Trust
Pennsylvania
$3.5M -$164K -2,577 -4%
WAG
330
Winthrop Advisory Group
Massachusetts
$3.47M -$244K -3,827 -7%
NA
331
Nottingham Advisors
New York
$3.42M -$8.49M -133,085 -71%
RA
332
RFG Advisory
Alabama
$3.42M -$5.93M -91,529 -63%
NFC
333
Northeast Financial Consultants
Connecticut
$3.39M +$3.32K +52 +0.1%
CA
334
Calton & Associates
Florida
$3.38M +$1.29M +20,250 +62%
IB
335
Intrust Bank
Kansas
$3.34M -$698K -10,944 -17%
LNWTC
336
Laird Norton Wetherby Trust Company
Washington
$3.33M +$3.33M +52,200 New
WP
337
WMS Partners
Maryland
$3.31M -$304K -4,759 -8%
TA
338
Townsend & Associates
Colorado
$3.29M +$113K +1,768 +4%
TWP
339
Total Wealth Planning
Ohio
$3.27M -$113K -1,775 -3%
DPI
340
Diversified Portfolios Inc
Michigan
$3.24M -$25.9K -406 -0.8%
UBG
341
United Bank (Georgia)
Georgia
$3.2M -$62.7K -983 -2%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$3.18M +$19.3K +303 +0.6%
FFN
343
Focus Financial Network
Minnesota
$3.18M +$273K +4,281 +9%
SFA
344
Sequoia Financial Advisors
Ohio
$3.15M -$11.2K -176 -0.4%
FAN
345
Financial Advisors Network
California
$3.14M -$9.45K -148 -0.3%
DADC
346
D.A. Davidson & Co
Montana
$3.13M -$1.76M -27,561 -36%
APWM
347
Atlas Private Wealth Management
New York
$3.12M -$85.4K -1,339 -3%
GRP
348
Global Retirement Partners
California
$3.11M +$76.8K +1,203 +3%
MHS
349
M Holdings Securities
Oregon
$3.11M -$14.5K -228 -0.5%
ANTB
350
AMG National Trust Bank
Colorado
$3.09M -$189K -2,956 -6%
12 13
14
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