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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 %
OC
676
Oakworth Capital
Alabama
$665K -$1.28K -20 -0.2%
RC
677
RegentAtlantic Capital
New Jersey
$665K +$51K +800 +8%
BFA
678
Beaumont Financial Advisors
Massachusetts
$654K +$110K +1,724 +20%
VR
679
Viridian RIA
Washington
$652K -$138K -2,155 -17%
TWM
680
Tradition Wealth Management
Minnesota
$652K +$652K +10,213 New
FCA
681
FinTrust Capital Advisors
South Carolina
$650K -$15.1K -236 -2%
SWA
682
Sutton Wealth Advisors
Florida
$645K -$52.1K -816 -7%
BBPWM
683
Blue Bell Private Wealth Management
Pennsylvania
$640K -$657K -10,850 -51%
SWM
684
Stockman Wealth Management
Montana
$639K
SPP
685
Single Point Partners
Massachusetts
$633K -$1.53K -24 -0.2%
PS
686
Planned Solutions
California
$631K
DT
687
Diversified Trust
Tennessee
$629K +$447 +7 +0.1%
SQA
688
Simon Quick Advisors
New Jersey
$629K +$237K +3,713 +60%
LL
689
LPWM LLC
Minnesota
$627K +$144K +2,257 +30%
UBV
690
United Bank (Virginia)
Virginia
$625K
SWA
691
Sax Wealth Advisors
New Jersey
$622K +$622K +9,744 New
FEM
692
Fulcrum Equity Management
Texas
$620K +$128K +2,003 +26%
CPO
693
Cerity Partners OCIO
New York
$618K -$9.5K -149 -2%
LC
694
Lindbrook Capital
California
$616K -$215K -3,372 -26%
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$616K +$26.6K +417 +5%
RBFC
696
Roman Butler Fullerton & Co
Missouri
$615K +$702 +11 +0.1%
FFS
697
Founders Financial Securities
Maryland
$611K +$33.9K +532 +6%
BCWM
698
Bartlett & Co Wealth Management
Ohio
$609K -$3.83K -60 -0.6%
BC
699
Bartlett & Co
Ohio
$609K -$3.83K -60 -0.6%
CANC
700
Culbertson A N & Co
Virginia
$609K