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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
1
Financial Perspectives
Minnesota
$83.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$81.1M
3
AIP
3
Ameritas Investment Partners
Nebraska
$36.9M
4
AF
4
Allworth Financial
California
$32.6M
5
WIA
5
World Investment Advisors
California
$33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$833M
2
CM
2
Churchill Management
California
$206M
3
HNB
3
Huntington National Bank
Ohio
$116M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.32B
5
Stifel Financial
5
Stifel Financial
Missouri
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$142M +$5.76M +88,435 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$130M -$3.46M -53,101 -3%
Mariner
28
Mariner
Kansas
$121M -$4.76M -73,089 -4%
HNB
29
Huntington National Bank
Ohio
$116M -$119M – –
US Bancorp
30
US Bancorp
Minnesota
$116M -$429K -6,583 -0.4%
WJA
31
Willis Johnson & Associates
Texas
$99.8M +$2.8M +43,075 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$97.8M +$70.4K +1,081 +0.1%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$94.9M -$3.72M -57,151 -4%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$93.6M – – –
SL
35
Salomon & Ludwin
Virginia
$88.7M -$1.39M -21,382 -2%
CC
36
Courier Capital
New York
$84.4M -$2.65M -40,697 -3%
FP
37
Financial Perspectives
Minnesota
$83.4M +$82.2M +5,349,910 +6,633%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$81.1M +$79.6M +1,223,139 +5,626%
KeyBank National Association
39
KeyBank National Association
Ohio
$75.6M -$4.35M -66,881 -5%
VA
40
Valmark Advisers
Ohio
$74.5M -$2.71M -41,567 -4%
Truist Financial
41
Truist Financial
North Carolina
$73.6M -$3.69M -56,696 -5%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$72.4M – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$72.3M -$1.88M -28,829 -3%
MMA
44
Miracle Mile Advisors
California
$71.5M +$8.02M +122,959 +13%
ABTD
45
Arvest Bank Trust Division
Oklahoma
$70.6M -$766K -11,760 -1%
PSUF
46
People's United Financial
Connecticut
$65.3M -$24.9M -382,538 -28%
LI
47
LVZ Inc
Michigan
$59.3M +$2.77M +42,617 +5%
UCFA
48
United Capital Financial Advisors
Texas
$55.3M -$3.15M -48,452 -5%
APA
49
Allegiant Private Advisors
Florida
$55.1M -$926K -14,219 -2%
Lido Advisors
50
Lido Advisors
California
$51.1M -$58.5M -898,383 -53%
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