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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 %
HW
151
Hancock Whitney
Mississippi
$12.1M -$1.5M -23,435 -11%
FAIM
152
Financial Advocates Investment Management
Washington
$12M -$2.74M -41,532 -19%
AI
153
Atria Investments
North Carolina
$11.9M +$9.08M +142,202 +320%
GIA
154
Gladstone Institutional Advisory
Florida
$11.8M +$19.7K +308 +0.2%
APA
155
American Portfolios Advisors
New York
$11.5M -$284K -4,451 -2%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$11.5M -$255K -3,997 -2%
RCIM
157
Red Cedar Investment Management
Michigan
$11.3M -$6.62M -103,745 -37%
CAG
158
Csenge Advisory Group
Florida
$11.3M +$6K +94 +0.1%
MA
159
Mutual Advisors
Nebraska
$11M -$1.44M -22,492 -12%
IWA
160
Independence Wealth Advisors
Virginia
$11M -$280K -4,391 -2%
GPA
161
Guidance Point Advisors
Massachusetts
$11M +$176K +2,758 +2%
BEC
162
Blue Edge Capital
Virginia
$10.9M +$224K +3,508 +2%
SPIA
163
Steward Partners Investment Advisory
New York
$10.8M -$441K -6,917 -4%
BL
164
Balentine LLC
Georgia
$10.8M -$26.9K -422 -0.2%
Citadel Advisors
165
Citadel Advisors
Florida
$10.6M +$8.29M +129,893 +359%
EWM
166
EPG Wealth Management
Georgia
$10.5M +$73.9K +1,158 +0.7%
BFPW
167
BOK Financial Private Wealth
Colorado
$10.4M -$1.49M -23,426 -13%
CA
168
Centerpoint Advisors
Massachusetts
$10.2M -$179K -2,812 -2%
WP
169
WealthPLAN Partners
Nebraska
$10.1M -$35M -527,642 -78%
IF
170
Ironwood Financial
Arizona
$9.96M +$821K +12,869 +9%
AIM
171
Acropolis Investment Management
Missouri
$9.87M +$34.3K +538 +0.3%
DWP
172
Destiny Wealth Partners
Florida
$9.75M +$9.75M +152,820 New
AFC
173
Adaptive Financial Consulting
Ohio
$9.73M -$347K -5,442 -3%
JIC
174
Johnson Investment Counsel
Ohio
$9.72M -$211K -3,305 -2%
BWA
175
BDO Wealth Advisors
Florida
$9.54M +$274K +4,287 +3%
5 6
7
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