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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
1
Financial Perspectives
Minnesota
$83.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$81.1M
3
AIP
3
Ameritas Investment Partners
Nebraska
$36.9M
4
AF
4
Allworth Financial
California
$32.6M
5
WIA
5
World Investment Advisors
California
$33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$833M
2
CM
2
Churchill Management
California
$206M
3
HNB
3
Huntington National Bank
Ohio
$116M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.32B
5
Stifel Financial
5
Stifel Financial
Missouri
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$50.2M -$1.74M -26,745 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$47.7M -$58M – –
CWM
53
Connecticut Wealth Management
Connecticut
$46.2M +$4.03M +56,754 +10%
SIA
54
Stegner Investment Associates
Kentucky
$43.4M +$1.94M +29,778 +5%
HI
55
Harbour Investments
Wisconsin
$40.6M +$40.6M +623,790 New
Baird Financial Group
56
Baird Financial Group
Wisconsin
$40.6M +$1.36M +20,840 +3%
1IA
57
1834 Investment Advisors
Wisconsin
$39.6M -$724K -11,125 -2%
Financial Engines Advisors
58
Financial Engines Advisors
California
$39.3M +$1.67M +25,625 +4%
RCAG
59
Rehmann Capital Advisory Group
Michigan
$38.9M +$1.64M +25,143 +4%
TPCW
60
TD Private Client Wealth
New York
$38.4M -$119K -1,833 -0.3%
AIP
61
Ameritas Investment Partners
Nebraska
$36.9M +$32.6M +501,427 +769%
SCM
62
SCS Capital Management
Massachusetts
$36.2M -$1.06M -16,272 -3%
MWM
63
Modera Wealth Management
New Jersey
$34.9M -$1.07M -16,422 -3%
PA
64
Probity Advisors
Texas
$34.3M +$34.3M +527,080 New
MCM
65
MAI Capital Management
Ohio
$34.3M +$106K +1,628 +0.3%
PAG
66
Private Advisor Group
New Jersey
$33.8M -$7.81M -119,967 -19%
WIA
67
World Investment Advisors
California
$33M +$30.4M +456,109 +1,177%
AF
68
Allworth Financial
California
$32.6M +$31.3M +480,056 +2,388%
Creative Planning
69
Creative Planning
Kansas
$32.3M -$122K -1,875 -0.4%
PWM
70
Praetorian Wealth Management
California
$31.9M +$1.17M +17,980 +4%
EWA
71
Encompass Wealth Advisors
Oregon
$31.8M +$7.56M +108,226 +31%
Northern Trust
72
Northern Trust
Illinois
$31.3M +$7.84M +120,388 +33%
Two Sigma Investments
73
Two Sigma Investments
New York
$30.6M +$20.9M +321,000 +215%
SPC
74
Sigma Planning Corp
Michigan
$30M -$4.85M -74,422 -14%
NSIM
75
North Star Investment Management
Illinois
$29.8M +$153K +2,356 +0.5%
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