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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 %
MWP
851
Madison Wealth Partners
Wisconsin
$336K +$336K +5,266 New
ADL
852
Asset Dedication LLC
California
$335K – – –
NFG
853
NewFocus Financial Group
Washington
$334K -$78K -1,224 -19%
CP
854
Covenant Partners
Tennessee
$330K -$31.7K -498 -9%
WWM
855
WT Wealth Management
Arizona
$330K -$2.23K -35 -0.7%
OCG
856
Opus Capital Group
Ohio
$328K – – –
CAC
857
Core Alternative Capital
Georgia
$326K – – –
GG
858
Gleason Group
Kentucky
$326K +$829 +13 +0.3%
TGAM
859
TBH Global Asset Management
Tennessee
$326K +$65.6K +1,027 +25%
FB
860
Fulton Bank
Pennsylvania
$325K – – –
CFC
861
Coyle Financial Counsel
Illinois
$322K – – –
Chevy Chase Trust
862
Chevy Chase Trust
Maryland
$318K – – –
MP
863
McDonald Partners
Ohio
$316K +$316K +4,949 New
KIA
864
KCM Investment Advisors
California
$314K – – –
CAG
865
Curtis Advisory Group
California
$312K – – –
LGWM
866
Litman Gregory Wealth Management
California
$310K – – –
PL
867
Plancorp LLC
Missouri
$309K +$5.17K +81 +2%
TCA
868
Transcend Capital Advisors
New Jersey
$308K +$308K +4,820 New
CCM
869
Condor Capital Management
New Jersey
$307K -$349K -5,468 -53%
LWM
870
Laidlaw Wealth Management
New York
$306K +$306K +4,796 New
CCA
871
Clearwater Capital Advisors
Illinois
$303K -$7.65K -120 -2%
MSFS
872
Main Street Financial Solutions
Pennsylvania
$303K +$303K +4,748 New
RRWA
873
Rainey & Randall Wealth Advisors
Florida
$301K -$200K -3,145 -40%
PCMC
874
Private Capital Management (Colorado)
Colorado
$301K -$64 -1 -0%
SAM
875
Summit Asset Management
Tennessee
$301K – – –
33 34
35
36 37