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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 %
CCP
376
Corient Capital Partners
California
$2.68M -$64.6K -1,012 -2%
EDRIA
377
Edmonds Duncan Registered Investment Advisors
Kansas
$2.68M -$74K -1,112 -3%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$2.67M +$6.38K +100 +0.2%
OWA
379
Outlook Wealth Advisors
Texas
$2.65M -$72.1K -1,130 -3%
GLLW
380
Graves Light Lenhart Wealth
Virginia
$2.64M +$399K +6,244 +18%
GCM
381
Gables Capital Management
Florida
$2.61M – – –
WIA
382
World Investment Advisors
California
$2.61M -$22M -327,799 -89%
PFA
383
Pinnacle Family Advisors
Missouri
$2.6M -$5.54M -86,804 -68%
PAS
384
Park Avenue Securities
New York
$2.6M -$238K -3,728 -8%
HF
385
HRT Financial
New York
$2.57M -$1.92M -30,072 -43%
MFW
386
Meristem Family Wealth
Minnesota
$2.55M – – –
LWP
387
Legacy Wealth Planning
Nevada
$2.55M +$435K +6,822 +21%
DWA
388
Dorsey Wright & Associates
California
$2.51M -$323K -5,062 -11%
RSWM
389
Robertson Stephens Wealth Management
California
$2.51M +$269K +4,209 +12%
CF
390
Corrigan Financial
Rhode Island
$2.45M -$16.7K -261 -0.7%
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$2.43M -$107M -1,682,785 -98%
CAM
392
Cresset Asset Management
Illinois
$2.43M +$233K +3,652 +11%
AIA
393
Arcadia Investment Advisors
Idaho
$2.43M -$4.05M -63,485 -63%
LWMM
394
Legacy Wealth Management (Mississippi)
Mississippi
$2.41M +$105K +1,638 +5%
SCI
395
S&CO Inc
Massachusetts
$2.41M – – –
TC
396
Telemus Capital
Michigan
$2.41M – – –
OPA
397
Old Port Advisors
Maine
$2.4M +$7.36K +117 +0.3%
DK
398
Darrell & King
Virginia
$2.38M -$466K -7,303 -16%
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$2.37M – – –
ATPW
400
Ashton Thomas Private Wealth
Arizona
$2.37M +$335K +5,256 +16%
14 15
16
17 18