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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 %
EP
476
Eudaimonia Partners
Tennessee
$1.37M -$256K -3,932 -16%
PCS
477
Personal CFO Solutions
New Jersey
$1.35M -$79.8K -1,225 -6%
ESB
478
Essex Savings Bank
Connecticut
$1.35M – – –
SBH
479
Segall Bryant & Hamill
Illinois
$1.34M – – –
CC
480
Cadinha & Co
Hawaii
$1.34M -$53.1K -816 -4%
IWS
481
Insight Wealth Strategies
California
$1.34M -$497K -7,641 -27%
CF
482
Centaurus Financial
California
$1.33M +$361K +5,549 +37%
CIR
483
Clear Investment Research
Georgia
$1.33M +$16.3K +251 +1%
Prudential Financial
484
Prudential Financial
New Jersey
$1.32M +$120K +1,848 +10%
FNBTCON
485
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M -$469K -7,202 -26%
KIG
486
Kessler Investment Group
Indiana
$1.31M +$4.69K +72 +0.4%
HCP
487
Holt Capital Partners
Texas
$1.31M – – –
MSA
488
Marino Stram & Associates
Massachusetts
$1.3M -$21.7K -333 -2%
CAC
489
Certified Advisory Corp
Florida
$1.3M +$1.3M +20,014 New
CA
490
Cornerstone Advisory
Maryland
$1.3M -$28.2K -433 -2%
PMG
491
ProVise Management Group
Florida
$1.29M -$168K -2,577 -11%
PCM
492
Perritt Capital Management
Illinois
$1.29M -$33.7K -517 -3%
LWP
493
Legacy Wealth Planning
Nevada
$1.29M -$1.3M -20,035 -50%
BFO
494
Boston Family Office
Massachusetts
$1.28M – – –
BCA
495
Berman Capital Advisors
Georgia
$1.28M -$76.8K -1,179 -6%
KM
496
Kalos Management
Georgia
$1.27M -$23K -343 -2%
SIAM
497
Sterling Investment Advisors (Missouri)
Missouri
$1.25M +$5.34K +82 +0.4%
FWM
498
Frontier Wealth Management
Missouri
$1.25M -$22K -338 -2%
CWC
499
Carolinas Wealth Consulting
North Carolina
$1.25M +$1.89K +29 +0.2%
WA
500
WESPAC Advisors
California
$1.25M -$2.74K -42 -0.2%
18 19
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