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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 %
FIM
701
Fernwood Investment Management
Massachusetts
$603K
CB
702
CNB Bank
Pennsylvania
$600K
FWCM
703
Ferguson Wellman Capital Management
Oregon
$599K
JIC
704
Joel Isaacson & Co
New York
$594K +$446 +7 +0.1%
MCM
705
Mattern Capital Management
Colorado
$594K +$594K +9,312 New
GEA
706
Glen Eagle Advisors
New Jersey
$594K -$4.91K -77 -0.8%
Wealth Enhancement Advisory Services
707
Wealth Enhancement Advisory Services
Minnesota
$592K +$70.6K +1,119 +14%
BS
708
Boenning & Scattergood
Pennsylvania
$591K -$26.4K -414 -4%
SXL
709
Summit X LLC
Missouri
$591K +$65.4K +1,026 +12%
GGS
710
Galvin Gaustad & Stein
Arizona
$591K +$591K +9,256 New
AFG
711
Albion Financial Group
Utah
$587K
MCM
712
Mengis Capital Management
Oregon
$586K +$10.1K +159 +2%
RMCM
713
Reynders McVeigh Capital Management
Massachusetts
$579K -$957 -15 -0.2%
SWM
714
SVA Wealth Management
Wisconsin
$577K +$64 +1 +0%
BFG
715
Berger Financial Group
Minnesota
$576K +$576K +9,024 New
CT
716
Cambridge Trust
Massachusetts
$575K -$12.8K -200 -2%
KFA
717
Kelleher Financial Advisors
New York
$574K
SDWMA
718
Schneider Downs Wealth Management Advisors
Pennsylvania
$571K
HCM
719
Hollencrest Capital Management
California
$571K
SLWS
720
Swaine & Leidel Wealth Services
Florida
$565K -$78.2K -1,226 -12%
ST
721
Sageworth Trust
Pennsylvania
$562K -$6.19K -97 -1%
CFD
722
Creative Financial Designs
Indiana
$556K -$26.5K -416 -5%
CWA
723
Core Wealth Advisors
Florida
$552K -$3.5M -54,752 -86%
NAS
724
Nicolet Advisory Services
Wisconsin
$551K +$551K +8,634 New
CA
725
Claro Advisors
Massachusetts
$548K