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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 %
HPC
476
HM Payson & Co
Maine
$1.54M -$51.8K -812 -3%
PFA
477
Pathway Financial Advisors
Vermont
$1.53M – – –
MSWMA
478
Market Street Wealth Management Advisors
Indiana
$1.52M -$128 -2 -0%
HR
479
Hayden Royal
North Carolina
$1.52M +$53.7K +842 +4%
HA
480
Harborview Advisors
Maine
$1.51M -$112K -1,760 -7%
WSFS
481
Wilmington Savings Fund Society
Delaware
$1.51M +$98.9K +1,550 +7%
MWA
482
Meridian Wealth Advisors
Texas
$1.5M +$6.38K +100 +0.4%
HCC
483
Hirtle Callaghan & Co
Pennsylvania
$1.49M – – –
AF
484
Alerus Financial
North Dakota
$1.48M -$46.2K -723 -3%
OPWM
485
Oxinas Partners Wealth Management
Indiana
$1.47M +$1.47M +23,009 New
Deutsche Bank
486
Deutsche Bank
Germany
$1.46M -$37.7K -590 -3%
BP
487
Ballentine Partners
Massachusetts
$1.46M -$28.7K -450 -2%
WIA
488
Wealthstreet Investment Advisors
Texas
$1.46M +$1.46M +22,832 New
PMG
489
ProVise Management Group
Florida
$1.43M -$51.8K -812 -3%
SAM
490
Securian Asset Management
Minnesota
$1.42M -$3.89M -61,000 -73%
SCA
491
St. Clair Advisors
Ohio
$1.41M +$1.41M +22,140 New
PCS
492
Personal CFO Solutions
New Jersey
$1.41M +$59.7K +935 +4%
SFP
493
Sandbox Financial Partners
Maryland
$1.4M +$1.4M +21,992 New
SHA
494
Seneca House Advisors
Virginia
$1.4M -$387K -6,060 -22%
DW
495
Domani Wealth
Pennsylvania
$1.4M +$101K +1,576 +8%
Mercer Global Advisors
496
Mercer Global Advisors
Colorado
$1.39M -$4.23M -66,305 -75%
PFM
497
Phillips Financial Management
Indiana
$1.39M +$1.39M +21,740 New
BOH
498
Bank of Hawaii
Hawaii
$1.38M -$13.8M -217,068 -91%
CC
499
Cadinha & Co
Hawaii
$1.37M -$51.1K -800 -4%
ESB
500
Essex Savings Bank
Connecticut
$1.36M – – –
18 19
20
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