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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 %
PA
551
PFG Advisors
Arizona
$1.11M -$141K -2,209 -11%
LWAC
552
Laurel Wealth Advisors (California)
California
$1.1M +$112K +1,748 +11%
BFM
553
Boston Financial Management
Massachusetts
$1.09M -$271K -4,247 -20%
DY
554
Dowling & Yahnke
California
$1.09M -$50.7K -794 -4%
WAM
555
Wallington Asset Management
Indiana
$1.07M -$25.5K -400 -2%
GMA
556
Goldstein Munger & Associates
California
$1.07M – – –
MA
557
MONECO Advisors
Connecticut
$1.07M -$30.5K -476 -3%
KAH
558
Kathryn A. Hall
$1.06M – – –
MGWM
559
Marks Group Wealth Management
Minnesota
$1.03M – – –
VWA
560
V Wealth Advisors
Kansas
$1.03M -$718K -11,253 -41%
IFAM
561
Institutional & Family Asset Management
Colorado
$1.03M -$272K -4,265 -21%
KWM
562
Kingsview Wealth Management
Oregon
$1.02M -$75.5K -1,182 -7%
RW
563
REDW Wealth
New Mexico
$1.02M – – –
BA
564
Bridge Advisory
California
$1.02M +$1.02M +15,928 New
HCM
565
HMS Capital Management
Tennessee
$1.01M – – –
CWM
566
Cornerstone Wealth Management
Missouri
$1.01M +$71.7K +1,124 +8%
ACM
567
Azimuth Capital Management
Michigan
$998K -$239K -3,747 -19%
NSB
568
Norway Savings Bank
Maine
$984K +$222K +3,485 +29%
WCF
569
West Coast Financial
California
$976K +$53.9K +844 +6%
CPA
570
Capital Planning Advisors
California
$975K – – –
CAG
571
Crestwood Advisors Group
Massachusetts
$970K -$99.9K -1,566 -9%
CS
572
Capital Square
Tennessee
$966K – – –
RF
573
Rollins Financial
Georgia
$964K +$964K +15,105 New
MCWS
574
McKinley Carter Wealth Services
West Virginia
$964K +$964K +15,116 New
AWA
575
Alta Wealth Advisors
Massachusetts
$957K +$957K +15,000 New
21 22
23
24 25