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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 %
GPA
901
Garrison Point Advisors
California
$267K – – –
TCOV
902
Trust Company of Vermont
Vermont
$267K +$228K +3,568 +587%
DI
903
DFPG Investments
Utah
$266K -$51.8K -801 -16%
EIG
904
Ellenbecker Investment Group
Wisconsin
$265K +$446 +7 +0.2%
SHGA
905
Sand Hill Global Advisors
California
$263K -$10.4K -164 -4%
BA
906
Bluesphere Advisors
Pennsylvania
$263K +$263K +4,131 New
FWM
907
Filbrandt Wealth Management
Wisconsin
$262K – – –
EWA
908
Exencial Wealth Advisors
Oklahoma
$260K -$7.84K -123 -3%
LRIA
909
Leonard Rickey Investment Advisors
Washington
$258K – – –
RVPG
910
Relative Value Partners Group
$257K +$12.3K +192 +5%
WIC
911
Woodmont Investment Counsel
Tennessee
$257K +$257K +4,020 New
TF
912
TRH Financial
Iowa
$256K -$64.7K -1,013 -20%
IAA
913
Independent Advisor Alliance
North Carolina
$255K -$719K -11,256 -74%
JFGIW
914
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K – – –
MMG
915
Monetary Management Group
Missouri
$255K – – –
BIM
916
Baldwin Investment Management
Pennsylvania
$255K +$255K +4,000 New
GJIC
917
Gamble Jones Investment Counsel
California
$253K – – –
FI
918
Financial Insights
Washington
$253K – – –
1W
919
1776 Wealth
Georgia
$253K – – –
FANJ
920
Financial Architects (New Jersey)
New Jersey
$252K – – –
ZF
921
Zhang Financial
Michigan
$252K – – –
BTWM
922
Baker Tilly Wealth Management
Wisconsin
$252K +$252K +3,956 New
KCM
923
Karp Capital Management
California
$251K – – –
RDFA
924
Ritter Daniher Financial Advisory
Ohio
$251K +$251K +3,932 New
PGA
925
Portland Global Advisors
Maine
$250K – – –
35 36
37
38 39