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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 %
FCA
651
FinTrust Capital Advisors
South Carolina
$663K – – –
SWA
652
Sutton Wealth Advisors
Florida
$658K – – –
SQA
653
Simon Quick Advisors
New Jersey
$654K +$12.2K +188 +2%
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$654K +$26.2K +403 +4%
BCP
655
Blue Chip Partners
Michigan
$653K -$64.7K -994 -9%
CIA
656
Capital Investment Advisors
Georgia
$653K -$53.8K -826 -8%
VR
657
Viridian RIA
Washington
$652K -$652K -10,213 Closed
TWM
658
Tradition Wealth Management
Minnesota
$650K -$15.3K -235 -2%
SPP
659
Single Point Partners
Massachusetts
$650K -$5.55K -84 -0.8%
BC
660
Bartlett & Co
Ohio
$648K +$26.1K +400 +4%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$648K +$26K +400 +4%
LTI
662
Laffer Tengler Investments
Tennessee
$647K -$49.7K -763 -7%
PS
663
Planned Solutions
California
$644K – – –
PAG
664
Pinnacle Advisory Group
Maryland
$644K +$108K +1,664 +20%
CFG
665
Cooper Financial Group
California
$643K -$1.06M -16,243 -62%
BFA
666
Beaumont Financial Advisors
Massachusetts
$642K -$25K -384 -4%
DT
667
Diversified Trust
Tennessee
$641K – – –
FWCM
668
Ferguson Wellman Capital Management
Oregon
$639K +$28K +430 +5%
FCFS
669
First Command Financial Services
Texas
$635K -$89.4K -1,375 -12%
FCB
670
First Command Bank
Texas
$635K -$89.4K -1,375 -12%
SWA
671
Sax Wealth Advisors
New Jersey
$634K – – –
IFAM
672
Institutional & Family Asset Management
Colorado
$629K -$418K -6,411 -40%
RC
673
RegentAtlantic Capital
New Jersey
$627K -$52.1K -800 -8%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$626K -$63.9K -981 -9%
TI
675
tru Independence
Oregon
$624K +$624K +9,589 New
25 26
27
28 29