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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 %
HWM
1101
HighMark Wealth Management
Minnesota
$8K +$66 +1 +0.8%
KTC
1102
Kistler-Tiffany Companies
Pennsylvania
$7K -$68 -1 -1%
UFF
1103
USA Financial Formulas
Michigan
$6K – – –
CIAS
1104
CBIZ Investment Advisory Services
Ohio
$6K -$6K – –
LGA
1105
Lebenthal Global Advisors
New York
$6K +$6K +101 New
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
TIAM2
1107
Tru Independence Asset Management 2
Oregon
$5K +$5K +72 New
TCWA
1108
Ten Capital Wealth Advisors
Washington
$5K +$5K +84 New
EWM
1109
Endurance Wealth Management
Rhode Island
$4K – – –
ACA
1110
Aptus Capital Advisors
Alabama
$3K -$170 -3 -5%
HR
1111
Howe & Rusling
New York
$3K -$70 -1 -2%
IWMA
1112
Ironwood Wealth Management (Arizona)
Arizona
$3K – – –
HS
1113
Horan Securities
United States
$3K +$61 +1 +2%
BFC
1114
Bedel Financial Consulting
Indiana
$2K – – –
BHWM
1115
Bay Harbor Wealth Management
Maryland
$1K – – –
NDSI
1116
Newman Dignan & Sheerar Inc
Rhode Island
$876 -$1 -20 -0.1%
PL
1117
Polianta Ltd
Jersey
– -$12.3M -213,600 Closed
JGC
1118
J. Goldman & Co
New York
– -$6.65M -115,144 Closed
PP
1119
Prudential plc
United Kingdom
– -$849K -58,800 Closed
FTUS
1120
Flow Traders U.S.
New York
– -$3.11M -53,888 Closed
FCC
1121
Florin Court Capital
United Kingdom
– -$2.6M -45,044 Closed
Simplex Trading
1122
Simplex Trading
Illinois
– -$2.38M -41,200 Closed
DIM
1123
Delta Investment Management
California
– -$1.96M -33,884 Closed
SFWA
1124
Summit Financial Wealth Advisors
Louisiana
– -$460K -32,608 Closed
Jane Street
1125
Jane Street
New York
– -$1.71M -29,604 Closed
43 44
45
46 47