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iShares S&P 500 Growth ETF
IVW

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 %
CC
501
Chicago Capital
Illinois
$1.25M – – –
AA
502
Argent Advisors
Louisiana
$1.24M +$106K +1,622 +9%
HIM
503
Hotaling Investment Management
Pennsylvania
$1.22M -$97.6K -1,500 -7%
NEPWA
504
New England Private Wealth Advisors
Massachusetts
$1.22M -$20.1K -309 -2%
DBT
505
Dubuque Bank & Trust
Iowa
$1.21M -$625K -9,600 -34%
OPWM
506
Oxinas Partners Wealth Management
Indiana
$1.21M -$287K -4,406 -19%
BIM
507
Bridges Investment Management
Nebraska
$1.2M – – –
DAS
508
Dynamic Advisor Solutions
Arizona
$1.19M +$42.2K +648 +4%
HCMG
509
Howard Capital Management Group
California
$1.19M +$1.19M +18,340 New
4WM
510
4J Wealth Management
Virginia
$1.18M – – –
FPFS
511
First Personal Financial Services
North Carolina
$1.17M -$197K -3,019 -14%
IA
512
Insight Advisors
Pennsylvania
$1.17M -$42.4K -610 -4%
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$1.16M -$26.4K -406 -2%
NSB
514
Norway Savings Bank
Maine
$1.16M +$155K +2,382 +15%
CTC
515
Central Trust Company
Missouri
$1.16M -$148K -2,276 -11%
PFM
516
Phillips Financial Management
Indiana
$1.14M -$272K -4,173 -19%
SKK
517
Shepherd Kaplan Krochuk
Massachusetts
$1.14M -$113K -1,740 -9%
SWM
518
SeaCrest Wealth Management
New York
$1.13M -$25.1K -385 -2%
MBT
519
Montecito Bank & Trust
California
$1.12M -$77K -1,182 -6%
GWM
520
GSB Wealth Management
Connecticut
$1.12M +$1.12M +17,236 New
DY
521
Dowling & Yahnke
California
$1.11M – – –
BOH
522
Bank of Hawaii
Hawaii
$1.11M -$299K -4,591 -21%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$1.1M -$3.98M -61,182 -78%
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$1.1M -$781K -11,846 -42%
LSPW
525
Lake Street Private Wealth
Illinois
$1.1M +$138K +2,115 +14%
19 20
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