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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
626
9258 Wealth Management
Ohio
$793K -$2.23M -34,994 -74%
SWA
627
SFMG Wealth Advisors
Texas
$793K -$90.7K -1,422 -10%
FC
628
Ferris Capital
Massachusetts
$793K
BCM
629
Brasada Capital Management
Texas
$788K -$16.9K -264 -2%
MFA
630
Mayflower Financial Advisors
Massachusetts
$788K +$788K +12,347 New
IAIM
631
International Assets Investment Management
Florida
$784K -$140K -2,201 -15%
CTA
632
Colonial Trust Advisors
South Carolina
$783K +$10.8K +170 +1%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$781K -$85.4K -1,338 -10%
NCM
634
Neumann Capital Management
California
$781K
RA
635
Reby Advisors
Connecticut
$773K +$773K +12,104 New
TI
636
Truepoint Inc
Ohio
$772K +$772K +12,104 New
Lazard Asset Management
637
Lazard Asset Management
New York
$763K
NAM
638
NorthCoast Asset Management
Connecticut
$760K -$98.4K -1,542 -11%
DSC
639
Duncker Streett & Co
Missouri
$755K -$12.4K -194 -2%
SSW
640
Smith Shellnut Wilson
Mississippi
$750K +$577K +9,032 +333%
FA
641
Fountainhead AM
New Jersey
$746K +$746K +11,684 New
FWM
642
Focused Wealth Management
New York
$744K -$15.8K -248 -2%
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$740K
PA
644
Pinnacle Associates
New York
$740K
TYCC
645
Texas Yale Capital Corp
Florida
$740K
DI
646
Disciplined Investments
Oklahoma
$736K +$64 +1 +0%
LF
647
LifeSteps Financial
California
$734K
SSB
648
Sandy Spring Bank
Maryland
$733K -$62.7K -982 -8%
IAN
649
Integrated Advisors Network
Texas
$733K +$42.6K +667 +6%
FRA
650
Front Row Advisors
California
$727K -$2.18M -34,188 -75%