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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 %
HCM
776
Harvey Capital Management
Florida
$446K – – –
FNC
777
First National Corp
Massachusetts
$443K +$171K +2,684 +63%
TWM
778
Titus Wealth Management
California
$442K +$38.7K +606 +10%
PMFA
779
Plante Moran Financial Advisors
Michigan
$441K -$64.3K -1,008 -13%
CTA
780
Chesley Taft & Associates
Illinois
$440K – – –
DWM
781
Darwin Wealth Management
Florida
$438K +$99.7K +1,564 +29%
WA
782
WBH Advisory
Maryland
$437K +$326 +5 +0.1%
ST
783
Sabal Trust
Florida
$435K +$435K +6,820 New
EIA
784
Eldridge Investment Advisors
New Hampshire
$434K -$145K -2,272 -25%
JGIA
785
Jackson Grant Investment Advisers
Connecticut
$432K +$1.09K +17 +0.3%
CWP
786
Corepath Wealth Partners
Arizona
$432K +$432K +6,763 New
AAM
787
Augustine Asset Management
Florida
$431K -$7.08K -111 -2%
RMDI
788
R.M. Davis Inc
Maine
$430K -$19.7K -308 -4%
FPCP
789
Fort Point Capital Partners
California
$428K – – –
AIP
790
ARS Investment Partners
New York
$428K +$31.7K +497 +8%
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
$426K -$25.5K -400 -6%
ACM
792
Alpha Capital Management
Texas
$425K – – –
MFW
793
Mosaic Family Wealth
Missouri
$425K – – –
ONST
794
Old North State Trust
North Carolina
$423K -$13.3K -209 -3%
AWS
795
AJ Wealth Strategies
New York
$423K +$423K +6,628 New
NP
796
NorthRock Partners
Minnesota
$421K -$1M -15,688 -70%
CFO
797
CVA Family Office
Colorado
$421K – – –
IP
798
Intellectus Partners
California
$421K +$421K +6,596 New
OPW
799
Oxler Private Wealth
New York
$421K +$421K +6,604 New
WJWM
800
Williams Jones Wealth Management
New York
$419K +$175K +2,740 +72%
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32
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