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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
+$82.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$79.6M
3
AIP
Ameritas Investment Partners
Nebraska
+$32.6M
4
AF
Allworth Financial
California
+$31.3M
5
WIA
World Investment Advisors
California
+$30.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207M
2
CM
Churchill Management
California
-$200M
3
HNB
Huntington National Bank
Ohio
-$119M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
5
Stifel Financial
Stifel Financial
Missouri
-$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
326
WMS Partners
Maryland
$3.33M -$52.1K -800 -2%
APWM
327
Atlas Private Wealth Management
New York
$3.33M +$143K +2,191 +4%
SIA
328
Soltis Investment Advisors
Utah
$3.32M +$1.45M +22,241 +78%
ST
329
Smithfield Trust
Pennsylvania
$3.28M -$290K -4,458 -8%
FHA
330
First Horizon Advisors
Tennessee
$3.26M -$1.76M -27,110 -35%
VFA
331
Voya Financial Advisors
Connecticut
$3.25M +$144K +2,231 +5%
UBG
332
United Bank (Georgia)
Georgia
$3.23M -$38.5K -591 -1%
CAM
333
Chandler Asset Management
California
$3.2M +$3.2M +49,153 New
SFA
334
Sequoia Financial Advisors
Ohio
$3.2M -$11.8K -181 -0.4%
FAN
335
Financial Advisors Network
California
$3.18M -$21K -323 -0.7%
B
336
Barings
North Carolina
$3.17M -$23.6M -363,064 -88%
BA
337
Bristlecone Advisors
Washington
$3.14M – – –
WP
338
WealthSource Partners
California
$3.13M +$791K +12,143 +34%
PFP
339
Pinnacle Financial Partners
Tennessee
$3.12M -$449K -6,903 -13%
KPWS
340
Kestra Private Wealth Services
Texas
$3.11M -$2.1M -32,235 -40%
AWM
341
Apollon Wealth Management
South Carolina
$3.11M +$3.11M +47,802 New
BSW
342
Buckingham Strategic Wealth
Missouri
$3.11M -$46.2K -709 -1%
EWM
343
Evercore Wealth Management
New York
$3.1M +$19.5K +300 +0.6%
DPI
344
Diversified Portfolios Inc
Michigan
$3.07M -$237K -3,647 -7%
CCM
345
Colorado Capital Management
Colorado
$3.05M -$799K -12,277 -21%
BCM
346
Brookstone Capital Management
Illinois
$3.04M -$11.7M -180,167 -79%
SC
347
Savant Capital
Illinois
$3.03M +$241K +3,703 +9%
TRCT
348
Tower Research Capital (TRC)
New York
$3.02M -$4.2M -64,495 -58%
ANTB
349
AMG National Trust Bank
Colorado
$3M -$154K -2,372 -5%
XF
350
XML Financial
Maryland
$2.98M -$138K -2,112 -4%
12 13
14
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