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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 %
LJAC
826
L.J. Altfest & Co
New York
$383K – – –
RWA
827
Ropes Wealth Advisors
Massachusetts
$381K -$16.6K -260 -4%
EVM
828
Eaton Vance Management
Massachusetts
$379K +$379K +5,932 New
FPIS
829
Financial Planning & Information Services
Wisconsin
$378K – – –
PWP
830
Principle Wealth Partners
Connecticut
$372K – – –
GAM
831
Geier Asset Management
Maryland
$366K +$366K +5,774 New
MC
832
Middleton & Co
Massachusetts
$365K -$834K -13,090 -70%
SFG
833
SNS Financial Group
Minnesota
$364K – – –
RIA
834
Realta Investment Advisors
Delaware
$363K -$4.92K -77 -1%
BC
835
Brio Consultants
California
$362K +$701 +11 +0.2%
MI
836
Moneywise Inc
Virginia
$361K +$829 +13 +0.2%
RG
837
Rikoon Group
New Mexico
$360K +$830 +13 +0.2%
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$359K +$131K +2,049 +57%
WCM
839
WealthBridge Capital Management
Ohio
$353K – – –
LB
840
Legacy Bridge
Iowa
$353K +$8.3K +130 +2%
SC
841
Steph & Co
Wisconsin
$351K – – –
PL
842
Parthenon LLC
Kentucky
$350K – – –
WA1
843
Wimmer Associates 1
California
$345K – – –
EB
844
Eastern Bank
Massachusetts
$344K – – –
RFWA
845
RPg Family Wealth Advisory
Massachusetts
$343K -$142K -2,224 -29%
PAM
846
Palisade Asset Management
Minnesota
$342K – – –
RBC
847
Roble Belko & Company
Pennsylvania
$338K – – –
OPWM
848
Oakwell Private Wealth Management
Texas
$338K +$338K +5,300 New
KFI
849
Key Financial Inc
Pennsylvania
$337K +$25.5K +400 +8%
JF
850
JSF Financial
California
$336K -$64K -1,003 -16%
32 33
34
35 36