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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 %
TPWA
501
TRUE Private Wealth Advisors
Oregon
$1.36M -$203K -3,178 -13%
FPFS
502
First Personal Financial Services
North Carolina
$1.34M -$31.5K -494 -2%
GWA
503
GGM Wealth Advisors
Maryland
$1.34M +$1.34M +20,888 New
BCA
504
Berman Capital Advisors
Georgia
$1.33M – – –
WFAG
505
Wescott Financial Advisory Group
Pennsylvania
$1.33M +$1.33M +20,769 New
RIA
506
Regal Investment Advisors
Michigan
$1.32M +$1.32M +20,743 New
SBH
507
Segall Bryant & Hamill
Illinois
$1.32M -$64 -1 -0%
IWA
508
IBEX Wealth Advisors
New Jersey
$1.3M +$1.3M +20,424 New
PCM
509
Perritt Capital Management
Illinois
$1.3M +$32.2K +505 +3%
MSA
510
Marino Stram & Associates
Massachusetts
$1.3M +$128 +2 +0%
CA
511
Cornerstone Advisory
Maryland
$1.3M – – –
HIM
512
Hotaling Investment Management
Pennsylvania
$1.3M -$37K -580 -3%
Neuberger Berman Group
513
Neuberger Berman Group
New York
$1.3M +$944K +14,800 +269%
HCP
514
Holt Capital Partners
Texas
$1.29M – – –
CIR
515
Clear Investment Research
Georgia
$1.28M -$316K -4,956 -20%
KIG
516
Kessler Investment Group
Indiana
$1.28M -$12.6K -197 -1%
AF
517
Allworth Financial
California
$1.28M +$383 +6 +0%
CTC
518
Central Trust Company
Missouri
$1.28M -$1.6K -25 -0.1%
FPS
519
Fieldpoint Private Securities
Connecticut
$1.27M -$8.29K -130 -0.6%
BFO
520
Boston Family Office
Massachusetts
$1.26M – – –
FWM
521
Frontier Wealth Management
Missouri
$1.25M -$4.66K -73 -0.4%
FNT
522
First National Trust
Pennsylvania
$1.24M -$10.5K -165 -0.8%
IIC
523
Integrated Investment Consultants
Michigan
$1.24M -$8.17K -128 -0.7%
MA
524
Montag & Associates
Georgia
$1.24M -$898K -14,069 -42%
KM
525
Kalos Management
Georgia
$1.23M -$4.81M -75,403 -80%
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