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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K

Top Buyers

1
FP
Financial Perspectives
Minnesota
$83.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$81.1M
3
AIP
Ameritas Investment Partners
Nebraska
$36.9M
4
AF
Allworth Financial
California
$32.6M
5
WIA
World Investment Advisors
California
$33M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$833M
2
CM
Churchill Management
California
$206M
3
HNB
Huntington National Bank
Ohio
$116M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
5
Stifel Financial
Stifel Financial
Missouri
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
276
Childress Capital Advisors
Texas
$4.31M +$4.31M +66,236 New
PIMG
277
Patriot Investment Management Group
Tennessee
$4.29M +$1.15M +17,659 +37%
YWP
278
YorkBridge Wealth Partners
New York
$4.28M -$59.9K -920 -1%
NAM
279
NTV Asset Management
West Virginia
$4.15M -$90.1K -1,384 -2%
LF
280
Lee Financial
Texas
$4.15M -$59.9K -920 -1%
B
281
Bailard
California
$4.14M +$21K +323 +0.5%
KOC
282
Koss-Olinger Consulting
Florida
$4.14M +$4.14M +63,523 New
MWM
283
Meridian Wealth Management
Kentucky
$4.11M -$98.1K -1,507 -2%
NFG
284
Nations Financial Group
Iowa
$4.08M +$2.12M +32,550 +108%
CA
285
Clearstead Advisors
Ohio
$4.08M -$1.39M -21,344 -25%
TA
286
Townsend & Associates
Colorado
$4.05M +$691K +10,608 +21%
PWA
287
Peterson Wealth Advisors
Utah
$4.04M +$74.9K +1,151 +2%
COCM
288
Charter Oak Capital Management
New Hampshire
$4.02M -$105K -1,617 -3%
CRC
289
Curi RMB Capital
Illinois
$4.01M +$781 +12 +0%
BCM
290
BTC Capital Management
Iowa
$3.96M – – –
RIS
291
Retirement Income Solutions
Michigan
$3.94M -$29.6K -454 -0.7%
SMG
292
Spectrum Management Group
Indiana
$3.93M -$894K -13,734 -19%
AMG
293
Asset Management Group
Connecticut
$3.87M -$25.5K -391 -0.7%
SCM
294
Stordahl Capital Management
Colorado
$3.84M -$67.8K -1,041 -2%
AWP
295
Ascent Wealth Partners
New York
$3.84M -$676K -10,377 -15%
CFA
296
Carroll Financial Associates
North Carolina
$3.82M -$471K -7,237 -11%
TC
297
Trilogy Capital
California
$3.82M +$3.82M +58,674 New
AL
298
ACAS LLC
California
$3.78M +$3.78M +58,028 New
TFF
299
The Family Firm
Maryland
$3.69M – – –
NB
300
Northwest Bancshares
Pennsylvania
$3.68M -$58.9K -904 -2%
10 11
12
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