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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 %
WP
526
WealthShield Partners
North Carolina
$1.1M +$155K +2,376 +16%
WAM
527
Wallington Asset Management
Indiana
$1.09M – – –
GMA
528
Goldstein Munger & Associates
California
$1.09M – – –
BFM
529
Boston Financial Management
Massachusetts
$1.09M -$22.8K -350 -2%
MA
530
MONECO Advisors
Connecticut
$1.09M +$3.58K +55 +0.3%
IAN
531
Integrated Advisors Network
Texas
$1.09M +$338K +5,193 +45%
JFA
532
JNBA Financial Advisors
Minnesota
$1.08M -$54.1K -831 -5%
KAH
533
Kathryn A. Hall
$1.08M – – –
TPWA
534
TRUE Private Wealth Advisors
Oregon
$1.08M -$309K -4,750 -22%
IIC
535
Integrated Investment Consultants
Michigan
$1.07M -$194K -2,974 -15%
MHS
536
M Holdings Securities
Oregon
$1.07M -$2.11M -32,367 -66%
MGWM
537
Marks Group Wealth Management
Minnesota
$1.05M – – –
CFGS
538
Concourse Financial Group Securities
Alabama
$1.04M -$732K -11,245 -41%
RW
539
REDW Wealth
New Mexico
$1.04M – – –
NA
540
NewEdge Advisors
Louisiana
$1.04M -$135K -2,080 -12%
CAG
541
Crestwood Advisors Group
Massachusetts
$1.03M +$41.7K +640 +4%
SHA
542
Seneca House Advisors
Virginia
$1.02M -$406K -6,244 -28%
FPS
543
Fieldpoint Private Securities
Connecticut
$1.02M -$275K -4,215 -21%
CCT
544
Capital City Trust
Florida
$1.02M +$112K +1,725 +12%
SFS
545
Sowell Financial Services
Arkansas
$1.02M +$75.9K +1,102 +8%
CS
546
Capital Square
Tennessee
$1.01M -$30.7K -446 -3%
WCF
547
West Coast Financial
California
$995K – – –
CWM
548
Cornerstone Wealth Management
Missouri
$993K -$35.1K -540 -3%
SC
549
Scotia Capital
Ontario, Canada
$986K +$17.6K +270 +2%
HR
550
Hardy Reed
Mississippi
$983K +$18.4K +283 +2%
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