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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 %
RWG
401
Regal Wealth Group
California
$2.37M -$9.96K -156 -0.4%
SW
402
SVB Wealth
Massachusetts
$2.35M -$52.3K -820 -2%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$2.35M +$28.7K +450 +1%
GPWA
404
Great Point Wealth Advisors
Massachusetts
$2.33M – – –
WP
405
WealthSource Partners
California
$2.3M -$82.1K -1,287 -3%
WT
406
Whittier Trust
California
$2.25M – – –
FCI
407
Financial Counselors Inc
Kansas
$2.25M -$66.9K -1,048 -3%
MAFM
408
Mid Atlantic Financial Management
Pennsylvania
$2.24M -$6.3M -98,691 -74%
RRA
409
Round Rock Advisors
Connecticut
$2.24M +$2.24M +35,092 New
EFS
410
Essex Financial Services
Connecticut
$2.2M +$783K +12,261 +55%
DC
411
Davenport & Co
Virginia
$2.2M -$54.1K -847 -2%
PA
412
Procyon Advisors
Connecticut
$2.2M -$16.5K -258 -0.7%
HWM
413
Howard Wealth Management
Connecticut
$2.18M -$62.7K -982 -3%
AIP
414
Ahrens Investment Partners
Louisiana
$2.17M -$232K -3,634 -10%
MPCG
415
Matrix Private Capital Group
New York
$2.16M +$9.7K +152 +0.5%
FDCC
416
Foster Dykema Cabot & Co
Massachusetts
$2.14M -$4.65M -72,798 -68%
BJL
417
Brighton Jones LLC
Washington
$2.14M -$45K -705 -2%
MCM
418
Manchester Capital Management
Vermont
$2.11M – – –
BIP
419
Bouvel Investment Partners
Pennsylvania
$2.11M +$2.11M +33,064 New
GVAG
420
Great Valley Advisor Group
Delaware
$2.11M -$114K -1,793 -5%
FCBT
421
First Citizens Bank & Trust
North Carolina
$2.09M +$287K +4,500 +16%
EPP
422
ETF Portfolio Partners
Kansas
$2.06M +$18.4K +288 +0.9%
ACI
423
Alpha Cubed Investments
California
$2.06M +$641K +10,036 +45%
BF
424
Blankinship & Foster
California
$2.05M -$86.2K -1,351 -4%
MGIA
425
Matthew Goff Investment Advisor
Texas
$2.04M -$28.2K -442 -1%
15 16
17
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