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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 %
EK
451
Evensky & Katz
Florida
$1.78M -$7.47K -117 -0.4%
RhumbLine Advisers
452
RhumbLine Advisers
Massachusetts
$1.78M +$1.78M +27,880 New
QCM
453
Quest Capital Management
Texas
$1.77M +$328K +5,140 +23%
PA
454
Parallel Advisors
California
$1.76M -$58.4K -915 -3%
CW
455
CreativeOne Wealth
Kansas
$1.76M +$1.76M +27,545 New
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$1.75M – – –
CFGS
457
Concourse Financial Group Securities
Alabama
$1.74M +$177K +2,768 +11%
TFA
458
Tobias Financial Advisors
Florida
$1.72M -$43.2K -676 -2%
BWP
459
Bernardo Wealth Planning
Pennsylvania
$1.72M -$137K -2,140 -7%
CWP
460
Curated Wealth Partners
California
$1.7M +$1.7M +26,700 New
AA
461
Alesco Advisors
New York
$1.67M – – –
CPIA
462
Cornell Pochily Investment Advisors
New York
$1.67M +$199K +3,119 +14%
CFG
463
Cooper Financial Group
California
$1.67M +$1.06M +16,639 +176%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$1.66M +$56.4K +884 +4%
SFG
465
Summit Financial Group
West Virginia
$1.65M – – –
MG
466
Mather Group
Illinois
$1.64M -$90.6K -1,420 -5%
AWM
467
Atticus Wealth Management
Florida
$1.64M +$1.53M +23,906 +1,374%
CIA
468
Choate Investment Advisors
Massachusetts
$1.62M -$73K -1,144 -4%
BFA
469
Beacon Financial Advisory
Ohio
$1.61M +$207K +3,249 +15%
MWA
470
Martel Wealth Advisors
Washington
$1.6M -$343K -1,465 -18%
EP
471
Eudaimonia Partners
Tennessee
$1.59M +$103K +1,621 +7%
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$1.58M +$22.5K +352 +1%
AIS
473
American Investment Services
Massachusetts
$1.57M -$49.9K -781 -3%
KA
474
Kovack Advisors
Florida
$1.55M -$45.9K -719 -3%
JWM
475
JGP Wealth Management
Oregon
$1.54M +$31K +468 +2%
17 18
19
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