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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 %
CANC
676
Culbertson A N & Co
Virginia
$621K – – –
HCM
677
HMS Capital Management
Tennessee
$619K -$410K -6,300 -40%
FIM
678
Fernwood Investment Management
Massachusetts
$616K – – –
CB
679
CNB Bank
Pennsylvania
$612K – – –
FC
680
Fusion Capital
South Carolina
$610K -$81.8K -1,256 -12%
JIC
681
Joel Isaacson & Co
New York
$607K – – –
GEA
682
Glen Eagle Advisors
New Jersey
$606K +$651 +10 +0.1%
BS
683
Boenning & Scattergood
Pennsylvania
$599K -$4.17K -64 -0.7%
MCM
684
Mengis Capital Management
Oregon
$597K – – –
RMCM
685
Reynders McVeigh Capital Management
Massachusetts
$590K -$651 -10 -0.1%
BFG
686
Berger Financial Group
Minnesota
$588K – – –
KFA
687
Kelleher Financial Advisors
New York
$586K – – –
SDWMA
688
Schneider Downs Wealth Management Advisors
Pennsylvania
$582K – – –
HCM
689
Hollencrest Capital Management
California
$582K – – –
BAIA
690
Bel Air Investment Advisors
California
$582K +$582K +8,944 New
DC
691
Davenport & Co
Virginia
$579K -$1.66M -25,518 -74%
ST
692
Sageworth Trust
Pennsylvania
$574K – – –
Fisher Asset Management
693
Fisher Asset Management
Washington
$570K +$282K +4,342 +98%
SWA
694
SFMG Wealth Advisors
Texas
$567K -$242K -3,716 -30%
PA
695
Pinnacle Associates
New York
$567K -$187K -2,872 -25%
VC
696
Vicus Capital
Pennsylvania
$561K -$146K -2,240 -21%
CA
697
Claro Advisors
Massachusetts
$559K – – –
GI
698
GAMCO Investors
Connecticut
$547K – – –
ICG
699
InterOcean Capital Group
Tennessee
$547K – – –
CMP
700
Courage Miller Partners
Virginia
$545K -$3.84K -59 -0.7%
26 27
28
29 30