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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 %
GG
351
GenWealth Group
New Jersey
$2.95M -$1.21M -18,598 -29%
DWT
352
Dorsey & Whitney Trust
South Dakota
$2.94M -$76K -1,168 -3%
CWAG
353
Compton Wealth Advisory Group
Virginia
$2.93M – – –
VWM
354
Valley Wealth Managers
New Jersey
$2.92M +$131K +2,016 +5%
ABC
355
Associated Banc-Corp
Wisconsin
$2.92M -$8.88M -53,806 -75%
CB
356
Commerce Bank
Missouri
$2.9M -$2.39M -36,651 -45%
KOMWMG
357
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.82M -$290K -4,450 -9%
TNB
358
Thomasville National Bank
Georgia
$2.81M -$6.6M -39,991 -70%
CIC
359
Carnegie Investment Counsel
Ohio
$2.81M -$42.3K -650 -1%
CI
360
Conning Inc
Connecticut
$2.8M – – –
WAG
361
Winthrop Advisory Group
Massachusetts
$2.78M -$756K -11,615 -21%
CCP
362
Corient Capital Partners
California
$2.74M – – –
PAS
363
Park Avenue Securities
New York
$2.7M +$53.6K +823 +2%
GLLW
364
Graves Light Lenhart Wealth
Virginia
$2.69M -$5.21K -80 -0.2%
OWA
365
Outlook Wealth Advisors
Texas
$2.69M -$18K -276 -0.7%
BAM
366
Belpointe Asset Management
Nevada
$2.66M -$1.41M -21,632 -35%
STA
367
Summit Trail Advisors
New York
$2.64M -$130K -2,000 -5%
EDRIA
368
Edmonds Duncan Registered Investment Advisors
Kansas
$2.63M +$3.52K +54 +0.1%
GCM
369
Gables Capital Management
Florida
$2.62M -$43K -660 -2%
CAM
370
Carret Asset Management
New York
$2.6M -$390K -5,997 -13%
MFW
371
Meristem Family Wealth
Minnesota
$2.6M – – –
SAG
372
Spotlight Asset Group
Illinois
$2.59M -$2.1M -32,289 -45%
TCB
373
Texas Capital Bancshares
Texas
$2.56M -$2.35M -36,120 -48%
TC
374
Telemus Capital
Michigan
$2.55M – – –
OAM
375
Oppenheimer Asset Management
New York
$2.52M -$1.1M -16,893 -30%
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