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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 %
TFA
451
Tobias Financial Advisors
Florida
$1.54M -$221K -3,392 -13%
MWA
452
Meridian Wealth Advisors
Texas
$1.53M +$2.21K +34 +0.1%
HPC
453
HM Payson & Co
Maine
$1.53M -$41.1K -631 -3%
JWM
454
JGP Wealth Management
Oregon
$1.53M +$11.3K +174 +0.7%
AIS
455
American Investment Services
Massachusetts
$1.53M -$70.5K -1,083 -4%
HCC
456
Hirtle Callaghan & Co
Pennsylvania
$1.51M – – –
AWM
457
Atticus Wealth Management
Florida
$1.51M -$159K -2,435 -9%
RWRC
458
R.W. Roge & Company
New York
$1.51M -$392K -6,018 -21%
AF
459
Alerus Financial
North Dakota
$1.51M – – –
TIM
460
Total Investment Management
Arizona
$1.5M +$1.5M +9,102 New
PP
461
Paloma Partners
Connecticut
$1.5M +$1.5M +23,060 New
LWAC
462
Laurel Wealth Advisors (California)
California
$1.5M +$370K +5,679 +33%
SFP
463
Sandbox Financial Partners
Maryland
$1.49M +$12.7K +188 +0.9%
BP
464
Ballentine Partners
Massachusetts
$1.49M – – –
WIA
465
Wealthstreet Investment Advisors
Texas
$1.49M – – –
Deutsche Bank
466
Deutsche Bank
Germany
$1.47M -$17.1K -262 -1%
WFAG
467
Wescott Financial Advisory Group
Pennsylvania
$1.47M +$115K +1,766 +9%
MSWMA
468
Market Street Wealth Management Advisors
Indiana
$1.45M -$94.4K -1,451 -6%
GWA
469
GGM Wealth Advisors
Maryland
$1.45M – – –
HR
470
Hayden Royal
North Carolina
$1.45M -$99K -1,521 -6%
SFG
471
Summit Financial Group
West Virginia
$1.44M -$238K -3,650 -14%
SCA
472
St. Clair Advisors
Ohio
$1.44M – – –
GVAG
473
Great Valley Advisor Group
Delaware
$1.44M -$716K -10,999 -33%
BWP
474
Bernardo Wealth Planning
Pennsylvania
$1.41M -$342K -5,256 -20%
HA
475
Harborview Advisors
Maine
$1.39M -$155K -2,382 -10%
17 18
19
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