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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 %
BAMG
876
Brand Asset Management Group
Missouri
$298K -$50.7K -796 -15%
ATC
877
Argent Trust Co
Tennessee
$295K – – –
EVC
878
Eidelman Virant Capital
Missouri
$292K +$638 +10 +0.2%
WS
879
Wedbush Securities
California
$291K +$23.4K +366 +9%
CCB
880
Cutter & Co Brokerage
Missouri
$290K +$45.7K +716 +19%
AC
881
Alexandria Capital
Virginia
$288K -$64 -1 -0%
LG
882
Leuthold Group
Minnesota
$287K – – –
MAG
883
MRA Advisory Group
New Jersey
$285K +$285K +4,465 New
OCM
884
Oakwood Capital Management
California
$284K -$116K -1,815 -29%
WEC
885
Winslow Evans & Crocker
Massachusetts
$284K +$40.6K +1,188 +17%
T
886
TrueFG
Texas
$283K – – –
BAAM
887
Baker Avenue Asset Management
California
$282K – – –
CPSAC
888
Chas P. Smith & Associates (CPS)
Florida
$282K +$64 +1 +0%
Fisher Asset Management
889
Fisher Asset Management
Washington
$282K +$282K +4,419 New
WHG
890
Westwood Holdings Group
Texas
$281K – – –
RHP
891
Royal Harbor Partners
Texas
$280K – – –
RWA
892
Redhawk Wealth Advisors
Minnesota
$278K -$123K -1,920 -31%
WLPWM
893
Walled Lake Planning & Wealth Management
Illinois
$277K -$5.11K -80 -2%
HCA
894
Heck Capital Advisors
Wisconsin
$275K -$160K -2,507 -37%
MOS
895
MGO One Seven
Ohio
$274K -$16.7K -261 -6%
AC
896
Apella Capital
Connecticut
$274K – – –
AWM
897
Altium Wealth Management
New York
$271K -$38.1K -596 -12%
UWPG
898
Ullmann Wealth Partners Group
Florida
$269K – – –
CFAM
899
Center For Asset Management
Florida
$269K +$269K +4,213 New
NHC
900
Nicholas Hoffman & Company
Georgia
$268K +$511 +8 +0.2%
34 35
36
37 38