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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 %
BSW
351
Buckingham Strategic Wealth
Missouri
$3.09M +$3.57K +56 +0.1%
BA
352
Bristlecone Advisors
Washington
$3.08M -$35.2K -551 -1%
PIMG
353
Patriot Investment Management Group
Tennessee
$3.07M -$1.14M -17,928 -27%
VFA
354
Voya Financial Advisors
Connecticut
$3.07M -$130K -2,049 -4%
XF
355
XML Financial
Maryland
$3.06M +$58.6K +918 +2%
KOMWMG
356
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.05M -$137K -2,141 -4%
CMO
357
Covenant Multifamily Offices
Texas
$3.03M -$1.43M -22,421 -32%
EWM
358
Evercore Wealth Management
New York
$3.02M +$307K +4,816 +11%
DWT
359
Dorsey & Whitney Trust
South Dakota
$2.96M -$14.8K -232 -0.5%
CAM
360
Carret Asset Management
New York
$2.93M +$74.6K +1,169 +3%
FNBT
361
FineMark National Bank & Trust
Florida
$2.92M -$139K -2,183 -5%
CCM
362
CWH Capital Management
Washington
$2.91M -$77.8K -1,219 -3%
JHCP
363
Jackson Hole Capital Partners
Oklahoma
$2.88M +$18.6K +292 +0.7%
CWAG
364
Compton Wealth Advisory Group
Virginia
$2.88M +$98.1K +1,537 +4%
CIAS
365
Capital Investment Advisory Services
North Carolina
$2.83M +$1.06M +16,597 +60%
CIC
366
Carnegie Investment Counsel
Ohio
$2.8M -$6.38K -100 -0.2%
IP
367
Investment Partners
Ohio
$2.79M -$77.2K -1,210 -3%
CI
368
Conning Inc
Connecticut
$2.75M – – –
FCFC
369
First Commonwealth Financial Corp
Pennsylvania
$2.74M -$159K -2,497 -6%
VWM
370
Valley Wealth Managers
New Jersey
$2.74M +$661K +10,355 +32%
SC
371
Savant Capital
Illinois
$2.73M -$32.4K -508 -1%
STA
372
Summit Trail Advisors
New York
$2.71M -$8.14M -127,548 -75%
Squarepoint
373
Squarepoint
New York
$2.69M +$320K +5,009 +13%
WQ
374
Wealth Quarterback
New Jersey
$2.68M -$123K -1,926 -4%
UWM
375
Urban Wealth Management
California
$2.68M +$2.68M +42,054 New
13 14
15
16 17