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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
1
Modera Wealth Management
New Jersey
$35.3M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$196M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$189M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$95.8M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$93.6M
2
CC
2
Courier Capital
New York
$85.3M
3
HNB
3
Huntington National Bank
Ohio
$119M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$2.43M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
Traynor Capital Management
Pennsylvania
$20.1M +$5.68M +89,078 +39%
GIA
102
GHP Investment Advisors
Colorado
$20M -$223K -3,500 -1%
CL
103
Choreo LLC
Illinois
$19M -$765K -11,994 -4%
WWM
104
Western Wealth Management
Colorado
$18.9M -$427K -6,698 -2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$18.5M -$394K -6,174 -2%
PCTC
106
Perkins Coie Trust Company
Washington
$18.4M -$838K -13,131 -4%
SFI
107
SPC Financial Inc
Maryland
$18.3M -$283K -4,438 -2%
SWPG
108
Strategic Wealth Partners Group
Illinois
$18.2M -$196K -3,072 -1%
MGIA
109
Moneta Group Investment Advisors
Missouri
$18M -$53.3M -835,557 -75%
SAM
110
Silvercrest Asset Management
New York
$17.9M +$24.6K +385 +0.1%
BZWA
111
Blue Zone Wealth Advisors
California
$17.8M +$164K +2,566 +0.9%
AIA
112
Alera Investment Advisors
Illinois
$17.5M -$1.17M -18,400 -6%
ISWM
113
Independent Solutions Wealth Management
New York
$17.5M +$858K +13,447 +5%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$17.4M -$1.63M -25,523 -9%
FI
115
FormulaFolio Investments
Michigan
$17.3M +$13.6M +213,553 +376%
PIA
116
Powell Investment Advisors
Florida
$17.1M +$44.2K +693 +0.3%
KL
117
KWMG LLC
Kansas
$17M -$2.2M -34,474 -11%
ANB
118
Amarillo National Bank
Texas
$16.9M -$675K -10,581 -4%
UB
119
UMB Bank
Missouri
$16.8M -$4.74M -74,333 -22%
V
120
Veritable
Delaware
$16.6M -$124K -1,948 -0.7%
HF
121
Halpern Financial
Virginia
$16M -$87.6K -1,372 -0.5%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$15.9M -$13.2K -207 -0.1%
PFM
123
Parsec Financial Management
North Carolina
$15.8M +$1.53M +24,042 +11%
IFS
124
Ifrah Financial Services
Arkansas
$15.5M -$410K -6,417 -3%
TW
125
Transform Wealth
Colorado
$15.4M -$1.68M -26,356 -10%
3 4
5
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