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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 %
SB
726
Sunflower Bank
Texas
$499K -$17.9K -275 -3%
FT
727
Fiduciary Trust
Massachusetts
$499K – – –
AC
728
Abbrea Capital
California
$496K – – –
GAM
729
Gemmer Asset Management
California
$493K +$11.9K +182 +2%
WCM
730
Wealthcare Capital Management
Virginia
$489K -$24.2K -371 -5%
SIC
731
Samalin Investment Counsel
New York
$485K +$78.7K +1,209 +19%
HT
732
Heritage Trust
Oklahoma
$483K +$15.2K +233 +3%
APW
733
Aurora Private Wealth
New Jersey
$482K -$28.2K -433 -6%
CWS
734
Cypress Wealth Services
California
$481K -$10.8K -166 -2%
TWM
735
Titus Wealth Management
California
$475K +$24.7K +379 +5%
IC
736
IEQ Capital
California
$475K +$475K +7,290 New
FAM
737
Formidable Asset Management
Ohio
$474K +$5.01K +76 +1%
ACA
738
Affinity Capital Advisors
California
$471K -$1.5K -23 -0.3%
AWM
739
Affinity Wealth Management
Delaware
$471K +$34.9K +504 +8%
UBV
740
United Bank (Virginia)
Virginia
$469K -$169K -2,600 -27%
MM
741
Meridian Management
Arkansas
$469K – – –
SIC
742
Salem Investment Counselors
North Carolina
$469K – – –
BWM
743
BerganKDV Wealth Management
Minnesota
$467K – – –
TNB
744
TCF National Bank
South Dakota
$466K -$4.23K -65 -0.9%
W
745
Wealthquest
Ohio
$465K -$26K -400 -5%
CTA
746
Chesley Taft & Associates
Illinois
$465K – – –
TCA
747
Transcend Capital Advisors
New Jersey
$465K +$152K +2,350 +49%
CPFP
748
Clear Perspectives Financial Planning
Ohio
$463K -$65.1K -1,000 -12%
IIC
749
Ironwood Investment Counsel
Arizona
$463K +$260 +4 +0.1%
NP
750
NorthRock Partners
Minnesota
$463K +$33.3K +512 +8%
28 29
30
31 32