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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 %
FFA
976
First Foundation Advisors
California
$204K +$204K +3,204 New
CG
977
Caprock Group
Idaho
$203K +$203K +3,184 New
AFA
978
Atlanta Financial Associates
Georgia
$201K +$201K +3,144 New
PCM
979
Parsons Capital Management
Rhode Island
$200K +$200K +3,132 New
ACM
980
Advisors Capital Management
New Jersey
$200K +$200K +3,136 New
WT
981
Washington Trust
Rhode Island
$197K -$4.39K -69 -2%
CWA
982
Clearview Wealth Advisors
Oregon
$190K +$190K +2,980 New
SIS
983
SVB Investment Services
Utah
$189K – – –
CI
984
CX Institutional
Indiana
$186K +$166K +2,604 +845%
RMC
985
Resources Management Corp
Connecticut
$179K +$179K +2,800 New
LWM
986
Liberty Wealth Management
California
$177K -$51.5K -796 -23%
MPWT
987
MassMutual Private Wealth & Trust
Connecticut
$175K – – –
SIM
988
Sonora Investment Management
Arizona
$170K – – –
FWM
989
FSA Wealth Management
Massachusetts
$168K +$168K +2,640 New
CAAS
990
Capital Asset Advisory Services
Michigan
$164K – – –
MAM
991
Meeder Asset Management
Ohio
$164K +$85.2K +1,332 +108%
RIM
992
Rockbridge Investment Management
New York
$163K +$81.5K +1,280 +100%
FBT
993
First Bank & Trust
South Dakota
$157K – – –
JWA
994
JFS Wealth Advisors
Pennsylvania
$157K +$127 +2 +0.1%
CTB
995
Country Trust Bank
Illinois
$155K – – –
IFA
996
Interactive Financial Advisors
Illinois
$154K -$3.57K -56 -2%
SC
997
Sawyer & Company
Massachusetts
$153K – – –
RFA
998
Reilly Financial Advisors
California
$147K +$64 +1 +0%
AWM
999
Accel Wealth Management
Iowa
$147K +$147K +2,296 New
LWP
1000
Lumature Wealth Partners
Georgia
$146K +$146K +2,288 New
38 39
40
41 42