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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 %
GT
576
Glenview Trust
Kentucky
$956K -$107K -1,680 -10%
PP
577
Prosperity Planning
Missouri
$951K +$951K +14,897 New
SC
578
Scotia Capital
Ontario, Canada
$949K -$66.2K -1,038 -7%
CF
579
Centaurus Financial
California
$948K -$546K -8,553 -37%
HR
580
Hardy Reed
Mississippi
$945K – – –
LSPW
581
Lake Street Private Wealth
Illinois
$940K +$135K +2,120 +17%
TIA
582
Tiemann Investment Advisors
California
$938K -$14K -220 -1%
SCM
583
SOL Capital Management
Maryland
$935K – – –
EWF
584
Epstein & White Financial
California
$929K -$70.7K -1,096 -7%
VC
585
Veracity Capital
Georgia
$928K -$4.2M -65,884 -82%
WP
586
WealthShield Partners
North Carolina
$924K +$134K +2,105 +17%
FHA
587
Flagship Harbor Advisors
Massachusetts
$918K -$186K -2,909 -17%
VVP
588
Venture Visionary Partners
Ohio
$917K +$917K +14,378 New
CCMD
589
Cypress Capital Management (Delaware)
Delaware
$914K – – –
FPW
590
Flagship Private Wealth
Massachusetts
$913K +$913K +14,168 New
TFO
591
Tarbox Family Office
California
$906K -$191K -3,000 -17%
MWM
592
Mission Wealth Management
California
$892K -$45.7K -716 -5%
FIB
593
First Interstate Bank
Montana
$892K +$170K +2,670 +24%
PAMG
594
Patton Albertson Miller Group
Tennessee
$890K +$20.4K +304 +2%
CCT
595
Capital City Trust
Florida
$889K -$363K -5,686 -29%
GFP
596
Gryphon Financial Partners
Ohio
$885K -$27.8K -436 -3%
NCM
597
Next Capital Management
New York
$884K +$75K +1,175 +9%
SFS
598
Sowell Financial Services
Arkansas
$873K -$1.5M -23,576 -63%
ATFA
599
All Terrain Financial Advisors
Minnesota
$864K – – –
TFGT
600
TS Financial Group (TSFG)
Illinois
$864K +$43.6K +683 +5%
22 23
24
25 26