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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 %
CTA
626
Colonial Trust Advisors
South Carolina
$734K -$65.1K -999 -8%
DI
627
Disciplined Investments
Oklahoma
$732K -$18.8K -289 -3%
MA
628
Montag & Associates
Georgia
$728K -$532K -8,172 -42%
MWM
629
McNaughton Wealth Management
California
$725K -$5.47K -84 -0.7%
FA
630
Fiducient Advisors
Illinois
$720K – – –
BOPW
631
Brandywine Oak Private Wealth
Pennsylvania
$716K – – –
KWM
632
Kingsview Wealth Management
Oregon
$709K -$348K -5,272 -33%
WWM
633
Windsor Wealth Management
Indiana
$706K – – –
FRA
634
Front Row Advisors
California
$705K -$37K -568 -5%
FCH
635
Freestone Capital Holdings
Washington
$704K – – –
AIA
636
Arbor Investment Advisors
North Carolina
$704K – – –
JAG
637
Journey Advisory Group
Kentucky
$698K – – –
ACWM
638
Adams Chetwood Wealth Management
North Carolina
$696K – – –
PCA
639
Personal Capital Advisors
California
$695K -$460K -7,071 -40%
RPC
640
Rossmore Private Capital
Connecticut
$695K – – –
SSB
641
Sandy Spring Bank
Maryland
$693K -$54.7K -840 -7%
SWM
642
Stockman Wealth Management
Montana
$689K +$36.5K +560 +6%
KW
643
KWB Wealth
California
$686K -$6.97K -107 -1%
PP
644
Prosperity Planning
Missouri
$685K -$284K -4,370 -29%
HIA
645
Harbor Investment Advisory
Maryland
$685K -$4.69K -72 -0.7%
LL
646
LPWM LLC
Minnesota
$682K +$33.7K +511 +5%
WI
647
Wintrust Investments
Illinois
$681K +$681K +10,457 New
FIB
648
First Interstate Bancsystem
Montana
$679K +$679K +10,435 New
RBFC
649
Roman Butler Fullerton & Co
Missouri
$674K +$489 +7 +0.1%
OC
650
Oakworth Capital
Alabama
$669K -$9.51K -146 -1%
24 25
26
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