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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 %
GSWM
951
Golden State Wealth Management
California
$229K +$127 +2 +0.1%
ATWA
952
Arbor Trust Wealth Advisors
Michigan
$228K +$382 +6 +0.2%
HW
953
Hedeker Wealth
Illinois
$227K -$57.5K -902 -20%
VWM
954
Venturi Wealth Management
Texas
$222K -$91.7K -1,438 -29%
HG
955
Harbor Group
New Hampshire
$221K +$221K +3,453 New
WPW
956
Waldron Private Wealth
Pennsylvania
$220K +$220K +3,448 New
MFG
957
Merit Financial Group
Georgia
$219K -$2.65M -41,491 -92%
KF
958
Krilogy Financial
Missouri
$218K +$218K +3,419 New
CL
959
CIM LLC
New York
$216K +$216K +3,252 New
AAS
960
Annex Advisory Services
Wisconsin
$216K +$216K +3,392 New
LS
961
Leelyn Smith
Illinois
$215K – – –
FCFC
962
First Citizens Financial Corp
Iowa
$214K +$214K +3,359 New
FAT
963
First American Trust
California
$214K +$214K +3,360 New
FNB
964
Farmers National Bank
Kentucky
$212K +$212K +3,320 New
HSWM
965
Hubbell Strickland Wealth Management
Louisiana
$210K +$210K +3,291 New
QCIG
966
Quad-Cities Investment Group
Iowa
$208K -$27.9K -436 -12%
WBG
967
Wharton Business Group
Pennsylvania
$208K -$21.7K -340 -9%
EW
968
Evoke Wealth
California
$208K +$128 +2 +0.1%
EWM
969
Echo Wealth Management
Minnesota
$208K +$208K +3,260 New
RCA
970
Rex Capital Advisors
Rhode Island
$207K +$207K +3,243 New
GCA
971
Gradient Capital Advisors
California
$206K +$206K +3,228 New
QC
972
QCM Cayman
Texas
$204K -$255K -3,996 -56%
HFA
973
Hoover Financial Advisors
Pennsylvania
$204K -$40.5K -637 -17%
QAM
974
QCI Asset Management
New York
$204K +$204K +3,200 New
FFA
975
First Foundation Advisors
California
$204K +$204K +3,204 New
37 38
39
40 41