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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 %
GT
201
Glenmede Trust
Pennsylvania
$7.99M +$1.01M +15,892 +15%
AWM
202
Avior Wealth Management
Nebraska
$7.99M -$757K -11,868 -9%
TFCP
203
Twin Focus Capital Partners
Massachusetts
$7.89M -$689K -10,803 -8%
EWA
204
EP Wealth Advisors
California
$7.88M +$7.88M +123,459 New
CCC
205
Crescent Capital Consulting
Louisiana
$7.82M +$7.82M +122,479 New
SS
206
Sunbelt Securities
Texas
$7.73M +$231K +3,621 +3%
LIA
207
LBMC Investment Advisors
Tennessee
$7.71M -$269K -4,216 -3%
UFA
208
US Financial Advisors
Massachusetts
$7.7M +$7.7M +120,585 New
SCA
209
Snowden Capital Advisors
New York
$7.64M -$8.11K -127 -0.1%
SFP
210
Sterling Financial Planning
New Jersey
$7.6M +$7.6M +119,149 New
BFM
211
Broadview Financial Management
Wisconsin
$7.51M -$165K -2,592 -2%
OIA
212
OneDigital Investment Advisors
Kansas
$7.5M -$849K -13,299 -10%
YIA
213
YHB Investment Advisors
Connecticut
$7.48M +$33.8K +529 +0.5%
BOTW
214
Bank of the West
California
$7.47M +$1.35M +21,170 +22%
PWAG
215
Polaris Wealth Advisory Group
California
$7.45M +$1.71M +26,365 +30%
KP
216
Keel Point
Alabama
$7.41M -$779K -12,203 -10%
PBO
217
Peoples Bank (Ohio)
Ohio
$7.4M -$134K -2,106 -2%
NNP
218
Nachman Norwood & Parrott
South Carolina
$7.37M +$15K +235 +0.2%
LFAS
219
Level Four Advisory Services
Texas
$7.24M +$126K +1,977 +2%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$7.22M -$4.88M -76,490 -40%
Brown Advisory
221
Brown Advisory
Maryland
$7.19M +$124K +1,944 +2%
AIC
222
Ameritas Investment Company
Nebraska
$7.17M +$750K +11,755 +12%
TRCT
223
Tower Research Capital (TRC)
New York
$7.07M -$5.94M -93,099 -46%
CWM
224
Cranbrook Wealth Management
Michigan
$6.96M -$216K -3,392 -3%
SNT
225
Security National Trust
West Virginia
$6.95M +$81.8K +1,282 +1%
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