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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 %
Two Sigma Investments
176
Two Sigma Investments
New York
$9.53M +$8.78M +137,600 +1,176%
MWM
177
Mattern Wealth Management
Kansas
$9.48M +$711K +11,134 +8%
PWP
178
Personal Wealth Partners
Minnesota
$9.41M -$23K -360 -0.2%
Franklin Resources
179
Franklin Resources
California
$9.41M -$304K -4,760 -3%
APP
180
Avantax Planning Partners
Iowa
$9.32M +$459K +7,188 +5%
DIP
181
DT Investment Partners
Pennsylvania
$9.29M – – –
NB
182
Nicolet Bankshares
Wisconsin
$9.22M -$158K -2,476 -2%
USAA
183
United Services Automobile Association
Texas
$9.17M +$13.8K +216 +0.2%
CPSC
184
Carl P. Sherr & Co
Massachusetts
$9.12M +$283K +4,440 +3%
FFBTD
185
First Financial Bank - Trust Division
Ohio
$9.11M +$9.11M +142,652 New
RWM
186
RKL Wealth Management
Pennsylvania
$9.02M -$422K -6,606 -4%
BPA
187
Beacon Pointe Advisors
California
$9.02M -$3.38M -52,926 -27%
Cerity Partners
188
Cerity Partners
New York
$8.95M +$1.33M +20,845 +17%
GWM
189
Geneos Wealth Management
Colorado
$8.8M -$410K -6,463 -4%
F
190
F3Logic
Minnesota
$8.8M -$1.21M -18,883 -12%
JFA
191
Johanson Financial Advisors
California
$8.74M -$28.1K -441 -0.3%
PFG
192
Pacific Financial Group
Washington
$8.67M -$971K -15,218 -10%
WFA
193
Wellspring Financial Advisors
Ohio
$8.47M -$707K -11,072 -8%
CFB
194
Cullen/Frost Bankers
Texas
$8.42M +$3.42M +53,644 +68%
LWA
195
LWS Wealth Advisors
New Jersey
$8.37M -$276K -4,327 -3%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$8.37M +$325K +5,096 +4%
PAG
197
Private Advisory Group
Washington
$8.31M +$1.11M +17,370 +15%
CAL
198
Capital Advisors Ltd
Ohio
$8.27M +$111K +1,742 +1%
KFAA
199
Klaas Financial Asset Advisors
Illinois
$8.13M +$8.13M +127,428 New
CAN
200
Cetera Advisor Networks
California
$8.1M +$354K +5,546 +5%
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