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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
1026
Firestone Capital Management
Florida
$90K
MCM
1027
McMillion Capital Management
North Carolina
$88K +$88K +1,384 New
HWA
1028
HHM Wealth Advisors
Tennessee
$82K -$47.5K -744 -37%
Vontobel Holding
1029
Vontobel Holding
Switzerland
$80K +$80K +1,252 New
CCA
1030
Column Capital Advisors
Indiana
$79K
SFG
1031
Sowa Financial Group
Rhode Island
$79K
PCA
1032
Peddock Capital Advisors
Massachusetts
$79K +$79K +1,232 New
CIA
1033
Cascade Investment Advisors
Oregon
$76.6K -$6.38K -100 -8%
CTFG
1034
Capstone Triton Financial Group
Oklahoma
$76K +$76K +1,188 New
RPWA
1035
Regent Peak Wealth Advisors
Georgia
$72K +$72K +1,136 New
BA
1036
Ballast Advisors
Minnesota
$71K -$5.09K -80 -7%
RE
1037
RBC Europe
United Kingdom
$70.2K
HGWM
1038
Harvest Group Wealth Management
Massachusetts
$70K
FF
1039
FourThought Financial
Florida
$70K +$70K +1,112 New
SWA
1040
SOA Wealth Advisors
New York
$68K +$68K +1,032 New
LDFR
1041
Lehman & Derafelo Financial Resources
Pennsylvania
$67K
SSC
1042
Syverson Strege & Co
Iowa
$65K +$65K +1,020 New
SBL
1043
Sargent Bickham Lagudis
Colorado
$64K +$24.4K +379 +62%
RWB
1044
RMR Wealth Builders
New Jersey
$64K +$64K +997 New
VCM
1045
Vigilant Capital Management
Maine
$64K +$64K +1,000 New
SFSIG
1046
San Francisco Sentry Investment Group
California
$61K
PFO
1047
Pathstone Family Office
New Jersey
$61K +$52.3K +813 +598%
M
1048
MOTCO
Texas
$59K
CWA
1049
Carolina Wealth Advisors
South Carolina
$59K +$59K +932 New
ICP
1050
Interchange Capital Partners
Pennsylvania
$56K +$56K +878 New