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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 %
ATPW
376
Ashton Thomas Private Wealth
Arizona
$2.5M +$77.4K +1,188 +3%
BMCM
377
Bryn Mawr Capital Management
Pennsylvania
$2.49M -$232K -3,570 -9%
PCA
378
Pallas Capital Advisors
Massachusetts
$2.48M +$2.48M +36,450 New
LWMM
379
Legacy Wealth Management (Mississippi)
Mississippi
$2.46M -$651 -10 -0%
SCI
380
S&CO Inc
Massachusetts
$2.46M – – –
FHC
381
First Horizon Corporation
Tennessee
$2.43M +$360K +5,525 +17%
KBFS
382
Kohmann Bosshard Financial Services
Ohio
$2.42M – – –
CF
383
Corrigan Financial
Rhode Island
$2.4M -$97.5K -1,497 -4%
OPA
384
Old Port Advisors
Maine
$2.39M -$87.7K -1,346 -4%
GPWA
385
Great Point Wealth Advisors
Massachusetts
$2.38M – – –
MAFM
386
Mid Atlantic Financial Management
Pennsylvania
$2.36M +$72.1K +1,107 +3%
SW
387
SVB Wealth
Massachusetts
$2.33M -$72.5K -1,113 -3%
FCFC
388
First Commonwealth Financial Corp
Pennsylvania
$2.31M -$482K -7,397 -17%
DCM
389
Dimension Capital Management
Florida
$2.3M +$306K +4,699 +15%
WT
390
Whittier Trust
California
$2.3M – – –
CIA
391
Choate Investment Advisors
Massachusetts
$2.29M +$636K +9,768 +38%
EFS
392
Essex Financial Services
Connecticut
$2.26M +$9.11K +140 +0.4%
RWG
393
Regal Wealth Group
California
$2.25M -$163K -2,496 -7%
FCI
394
Financial Counselors Inc
Kansas
$2.25M -$43.2K -664 -2%
CA
395
Calton & Associates
Florida
$2.24M -$1.21M -18,584 -35%
BHWM
396
Bar Harbor Wealth Management
New Hampshire
$2.23M -$168K -2,584 -7%
BJL
397
Brighton Jones LLC
Washington
$2.22M +$42.2K +648 +2%
HWM
398
Howard Wealth Management
Connecticut
$2.22M -$6.57K -101 -0.3%
MPCG
399
Matrix Private Capital Group
New York
$2.2M -$6.77K -104 -0.3%
RRA
400
Round Rock Advisors
Connecticut
$2.19M -$91.9K -1,412 -4%
14 15
16
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