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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 %
CWA
701
Core Wealth Advisors
Florida
$543K -$20.2K -310 -4%
WCG
702
Weaver Consulting Group
California
$542K -$154K -2,367 -22%
PB
703
Pinnacle Bancorp
Nebraska
$542K -$4.95K -76 -0.9%
HCA
704
Heck Capital Advisors
Wisconsin
$538K +$257K +3,951 +92%
BWA
705
BlueSky Wealth Advisors
North Carolina
$538K +$538K +7,821 New
FNC
706
First National Corp
Massachusetts
$535K +$83K +1,275 +18%
TFS
707
TrustCore Financial Services
Tennessee
$532K -$15.5K -239 -3%
FPGK
708
Financial Partners Group (Kansas)
Kansas
$532K +$41.9K +643 +9%
MCM
709
Murphy Capital Management
New Jersey
$532K +$56.3K +866 +12%
AC
710
Addison Capital
Pennsylvania
$529K – – –
PFA
711
Pinnacle Family Advisors
Missouri
$528K -$2.13M -32,659 -80%
CGA
712
Crescent Grove Advisors
Illinois
$521K -$14.8K -227 -3%
RWA
713
RGT Wealth Advisors
Texas
$521K +$11.5K +176 +2%
CT
714
Cambridge Trust
Massachusetts
$520K -$66.1K -1,016 -11%
SFWA
715
Summit Financial Wealth Advisors
Louisiana
$520K +$520K +8,152 New
FNBOSM
716
First National Bank of South Miami
Florida
$519K +$2.87K +44 +0.6%
VHAM
717
Van Hulzen Asset Management
California
$519K +$25.5K +392 +5%
SHIM
718
Stone House Investment Management
Pennsylvania
$516K – – –
TPW
719
TL Private Wealth
Texas
$514K +$262K +3,809 +104%
SIC
720
Sigma Investment Counselors
Michigan
$513K – – –
MFG
721
Magnus Financial Group
New York
$510K -$308K -4,735 -38%
CFD
722
Creative Financial Designs
Indiana
$509K -$57.8K -889 -10%
WIC
723
Whitegate Investment Counselors
New Hampshire
$507K -$28K -430 -5%
CWG
724
Cornerstone Wealth Group
North Carolina
$506K +$70 +1 +0%
SXL
725
Summit X LLC
Missouri
$505K -$99.2K -1,522 -16%
27 28
29
30 31