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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 %
CPIG
576
Chicago Partners Investment Group
Illinois
$891K +$701 +10 +0.1%
ATFA
577
All Terrain Financial Advisors
Minnesota
$882K – – –
KJWM
578
Kiley Juergens Wealth Management
Washington
$870K +$870K +13,376 New
PWA
579
Providence Wealth Advisors
Illinois
$863K – – –
TFO
580
Tarbox Family Office
California
$862K -$61.8K -950 -7%
CPA
581
Capital Planning Advisors
California
$860K -$135K -2,066 -14%
CG
582
Corundum Group
Colorado
$858K +$173K +2,660 +25%
CB
583
Community Bank
New York
$855K – – –
QCG
584
Quadrant Capital Group
Ohio
$855K – – –
GPFA
585
Game Plan Financial Advisors
Ohio
$852K -$16K -245 -2%
NDSI
586
Newman Dignan & Sheerar Inc
Rhode Island
$849K -$44.4K -682 -5%
PAMG
587
Patton Albertson Miller Group
Tennessee
$846K -$18.9K -290 -2%
TWP
588
Treybourne Wealth Planners
Indiana
$844K -$28.7K -440 -3%
HSA
589
HBK Sorce Advisory
Pennsylvania
$844K -$14.3K -220 -2%
SFG
590
StrategIQ Financial Group
Indiana
$844K +$260 +4 +0%
TFGT
591
TS Financial Group (TSFG)
Illinois
$843K -$38.8K -595 -4%
PCG
592
Private Capital Group
Connecticut
$833K -$15.6K -239 -2%
AFA
593
American Financial Advisors
Georgia
$831K -$9.57K -147 -1%
SBSB
594
Sullivan, Bruyette, Speros & Blaney
Virginia
$824K +$1.3K +20 +0.2%
9WM
595
9258 Wealth Management
Ohio
$824K +$14.8K +228 +2%
S
596
SignatureFD
Georgia
$822K -$34.6K -532 -4%
ACM
597
Azimuth Capital Management
Michigan
$816K -$203K -3,114 -20%
SPIA
598
Strategic Point Investment Advisors
Rhode Island
$811K -$3.91K -60 -0.5%
FC
599
Ferris Capital
Massachusetts
$809K – – –
MFA
600
Mayflower Financial Advisors
Massachusetts
$808K +$3.97K +61 +0.5%
22 23
24
25 26