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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 %
BCM
601
Brasada Capital Management
Texas
$803K – – –
NCM
602
Neumann Capital Management
California
$797K – – –
JFG
603
JMG Financial Group
Illinois
$796K -$28.8K -443 -3%
PWM
604
Perigon Wealth Management
California
$791K -$83.3K -1,280 -10%
CGFA
605
Colton Groome Financial Advisors
North Carolina
$789K -$70.3K -1,080 -8%
MCM
606
Mattern Capital Management
Colorado
$789K +$183K +2,803 +30%
JWBC
607
J.W. Burns & Co
New York
$786K -$33.5K -515 -4%
TWP
608
TFO Wealth Partners
Ohio
$786K -$29.7K -457 -4%
LNC
609
Lincoln National Corp
Pennsylvania
$783K +$82K +1,259 +12%
Lazard Asset Management
610
Lazard Asset Management
New York
$778K – – –
MPM
611
Meritage Portfolio Management
Kansas
$778K +$778K +11,954 New
NAM
612
NorthCoast Asset Management
Connecticut
$776K – – –
AA
613
Advisory Alpha
Michigan
$775K +$83.9K +1,288 +12%
TI
614
Truepoint Inc
Ohio
$771K -$16.7K -257 -2%
DSC
615
Duncker Streett & Co
Missouri
$771K – – –
PFBT
616
Parkside Financial Bank & Trust
Missouri
$767K -$29.9K -459 -4%
FWM
617
Focused Wealth Management
New York
$759K – – –
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$757K +$2.21K +34 +0.3%
TYCC
619
Texas Yale Capital Corp
Florida
$755K – – –
TC
620
TAP Consulting
Missouri
$751K -$74.4K -1,142 -9%
LF
621
LifeSteps Financial
California
$749K – – –
CW
622
CreativeOne Wealth
Kansas
$747K -$1.05M -16,075 -58%
FA
623
Fountainhead AM
New Jersey
$746K -$14.6K -225 -2%
MMHP
624
Murphy Middleton Hinkle & Parker
Georgia
$738K +$325 +5 +0%
LFF
625
Level Four Financial
Texas
$737K -$74K -1,137 -9%
23 24
25
26 27