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

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$93.6M
2
CC
Courier Capital
New York
$85.3M
3
HNB
Huntington National Bank
Ohio
$119M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.43M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
126
FAS Wealth Partners
Kansas
$15.2M -$2.75M -43,082 -15%
CA
127
Cetera Advisors
Colorado
$15M +$3.69M +57,829 +33%
BFG
128
Barber Financial Group
Kansas
$14.8M -$1.89M -29,626 -11%
MAM
129
MMA Asset Management
Pennsylvania
$14.8M +$14.8M +231,183 New
FLA
130
Financial Life Advisors
Texas
$14.7M -$571K -8,951 -4%
BCM
131
Brookstone Capital Management
Illinois
$14.5M -$5.74M -89,918 -28%
BOS
132
Bank of Stockton
California
$14.3M -$4.96M -77,726 -26%
CFG
133
Citizens Financial Group
Rhode Island
$14.2M +$54.3K +851 +0.4%
ECM
134
Evergreen Capital Management
Washington
$13.9M +$30.6K +479 +0.2%
PPA
135
Parametric Portfolio Associates
Washington
$13.7M -$97.5K -1,527 -0.7%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$13.7M -$921K -14,438 -6%
IA
137
IFP Advisors
Florida
$13.7M -$2.18M -34,146 -14%
PIM
138
Parker Investment Management
California
$13.5M -$137K -2,142 -1%
JMF
139
Johnson Midwest Financial
Iowa
$13.4M +$13.4M +209,213 New
GIM
140
Goelzer Investment Management
Indiana
$13.3M -$5.76M -90,247 -30%
MIAN
141
Mariner Independent Advisor Network
Kansas
$13.2M +$2.75M +43,011 +26%
DSA
142
Droms Strauss Advisors
Missouri
$13M -$64.1K -1,004 -0.5%
CS
143
Comerica Securities
Michigan
$12.9M -$249K -3,902 -2%
RFM
144
Royal Fund Management
Florida
$12.9M -$1.36M -21,243 -10%
RA
145
Rodgers & Associates
Pennsylvania
$12.8M +$12.8M +199,819 New
PRWA
146
Platte River Wealth Advisors
Colorado
$12.6M +$1.41M +21,488 +13%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$12.5M +$831K +12,997 +7%
MFM
148
Mirsky Financial Management
New York
$12.4M -$808K -12,659 -6%
WANY
149
Wealthspire Advisors (New York)
New York
$12.3M +$3.74M +58,530 +44%
GL
150
Graypoint LLC
New York
$12.2M -$2.87M -45,047 -19%
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