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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 %
KFS
651
Kaizen Financial Strategies
California
$724K +$724K +11,339 New
MMHP
652
Murphy Middleton Hinkle & Parker
Georgia
$723K +$5.36K +84 +0.7%
MWM
653
McNaughton Wealth Management
California
$716K -$9.38K -147 -1%
FCB
654
First Command Bank
Texas
$711K +$142K +2,221 +25%
FCFS
655
First Command Financial Services
Texas
$711K +$142K +2,221 +25%
FA
656
Fiducient Advisors
Illinois
$705K +$189K +2,969 +37%
BCP
657
Blue Chip Partners
Michigan
$703K -$3.38K -53 -0.5%
BOPW
658
Brandywine Oak Private Wealth
Pennsylvania
$702K – – –
VC
659
Vicus Capital
Pennsylvania
$693K -$61.2K -958 -8%
CIA
660
Capital Investment Advisors
Georgia
$693K +$4.66K +73 +0.7%
WWM
661
Windsor Wealth Management
Indiana
$692K -$2.08M -32,532 -75%
FCH
662
Freestone Capital Holdings
Washington
$690K +$28.5K +447 +4%
AIA
663
Arbor Investment Advisors
North Carolina
$690K – – –
LNC
664
Lincoln National Corp
Pennsylvania
$687K -$169K -2,652 -20%
JAG
665
Journey Advisory Group
Kentucky
$684K +$684K +10,724 New
RPC
666
Rossmore Private Capital
Connecticut
$682K – – –
WCG
667
Weaver Consulting Group
California
$682K +$5.11K +80 +0.8%
ACWM
668
Adams Chetwood Wealth Management
North Carolina
$682K +$682K +10,692 New
LTI
669
Laffer Tengler Investments
Tennessee
$680K – – –
KW
670
KWB Wealth
California
$679K +$679K +10,639 New
FC
671
Fusion Capital
South Carolina
$678K -$199K -3,124 -23%
AA
672
Advisory Alpha
Michigan
$677K -$362K -5,670 -35%
HIA
673
Harbor Investment Advisory
Maryland
$676K -$178K -2,784 -21%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$676K +$2.04K +32 +0.3%
CG
675
Corundum Group
Colorado
$672K – – –
25 26
27
28 29