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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 %
JWCA
426
J.W. Cole Advisors
Florida
$1.84M -$43.7K -672 -2%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$1.83M +$3.65K +56 +0.2%
RhumbLine Advisers
428
RhumbLine Advisers
Massachusetts
$1.82M – – –
CPIA
429
Cornell Pochily Investment Advisors
New York
$1.81M +$106K +1,630 +6%
ACI
430
Alpha Cubed Investments
California
$1.8M -$299K -4,596 -14%
SG
431
StoneX Group
New York
$1.8M -$160K -2,461 -8%
HTC
432
Haverford Trust Company
Pennsylvania
$1.8M -$34.5K -530 -2%
TWP
433
Tempus Wealth Planning
California
$1.75M +$1.75M +26,891 New
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.75M +$530K +8,140 +44%
BA
435
Bellwether Advisors
Nebraska
$1.74M +$514K +7,898 +42%
CWP
436
Curated Wealth Partners
California
$1.74M – – –
PA
437
Parallel Advisors
California
$1.72M -$71.1K -1,092 -4%
EK
438
Evensky & Katz
Florida
$1.71M -$103K -1,576 -6%
BFA
439
Beacon Financial Advisory
Ohio
$1.71M +$59.1K +907 +4%
AA
440
Alesco Advisors
New York
$1.71M – – –
DW
441
Domani Wealth
Pennsylvania
$1.69M +$260K +3,995 +18%
PFA
442
Pathway Financial Advisors
Vermont
$1.65M – – –
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$1.64M -$11.7M -171,370 -88%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$1.63M +$16.7K +257 +1%
PFS
445
Prospera Financial Services
Texas
$1.62M -$252K -3,866 -13%
MWM
446
Marietta Wealth Management
Georgia
$1.61M +$1.61M +24,664 New
WSFS
447
Wilmington Savings Fund Society
Delaware
$1.6M +$63.8K +979 +4%
IAIM
448
International Assets Investment Management
Florida
$1.6M +$806K +12,508 +102%
MG
449
Mather Group
Illinois
$1.59M -$83.9K -1,288 -5%
IWM
450
IHT Wealth Management
Illinois
$1.58M -$433K -6,650 -22%
16 17
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