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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 %
Koshinski Asset Management
601
Koshinski Asset Management
Illinois
$859K -$27.3K -427 -3%
PWM
602
Perigon Wealth Management
California
$857K -$48.5K -760 -5%
TWP
603
Treybourne Wealth Planners
Indiana
$855K +$855K +13,396 New
GPFA
604
Game Plan Financial Advisors
Ohio
$846K +$846K +13,276 New
PWA
605
Providence Wealth Advisors
Illinois
$843K +$124K +1,952 +17%
CGFA
606
Colton Groome Financial Advisors
North Carolina
$842K -$501K -7,851 -37%
HSA
607
HBK Sorce Advisory
Pennsylvania
$842K +$108K +1,697 +15%
S
608
SignatureFD
Georgia
$840K +$51.1K +801 +6%
CB
609
Community Bank
New York
$839K -$1.28K -20 -0.2%
QCG
610
Quadrant Capital Group
Ohio
$838K +$343K +5,380 +69%
CPIG
611
Chicago Partners Investment Group
Illinois
$834K -$5.14M -78,342 -86%
PCG
612
Private Capital Group
Connecticut
$832K -$51.6K -808 -6%
CFO
613
Collective Family Office
Pennsylvania
$829K +$829K +12,996 New
SFG
614
StrategIQ Financial Group
Indiana
$827K -$32.6K -511 -4%
AFA
615
American Financial Advisors
Georgia
$824K -$6.77K -106 -0.8%
AI
616
Accredited Investors
Minnesota
$818K -$80.2K -1,256 -9%
SPIA
617
Strategic Point Investment Advisors
Rhode Island
$813K -$15.7K -242 -2%
TC
618
TAP Consulting
Missouri
$809K +$59.5K +933 +8%
JFG
619
JMG Financial Group
Illinois
$808K – – –
SBSB
620
Sullivan, Bruyette, Speros & Blaney
Virginia
$806K +$60.1K +941 +8%
JWBC
621
J.W. Burns & Co
New York
$804K -$9.9K -155 -1%
MFG
622
Magnus Financial Group
New York
$802K +$255 +4 +0%
TWP
623
TFO Wealth Partners
Ohio
$800K +$135K +2,108 +20%
NL
624
NWAM LLC
Washington
$799K +$799K +12,523 New
LFF
625
Level Four Financial
Texas
$795K +$795K +12,463 New
23 24
25
26 27