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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 %
FDS
751
Freedom Day Solutions
Texas
$461K +$4.04K +62 +0.9%
WF
752
Welch & Forbes
Massachusetts
$460K -$13K -200 -3%
GP
753
Girard Partners
Pennsylvania
$457K -$29.9K -460 -6%
AP
754
Advisor Partners
California
$457K – – –
AAM
755
Augustine Asset Management
Florida
$456K +$15.9K +244 +4%
BBPWM
756
Blue Bell Private Wealth Management
Pennsylvania
$455K -$233K -3,580 -34%
GGS
757
Galvin Gaustad & Stein
Arizona
$455K -$148K -2,269 -25%
HCM
758
Harvey Capital Management
Florida
$455K – – –
MWA
759
Martel Wealth Advisors
Washington
$453K +$7.62K +117 +2%
WG
760
Welch Group
Alabama
$452K +$30.2K +464 +7%
DWM
761
Darwin Wealth Management
Florida
$447K +$65 +1 +0%
CCM
762
Covington Capital Management
California
$445K -$26.3K -405 -6%
ST
763
Sabal Trust
Florida
$444K – – –
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$441K +$651 +10 +0.1%
MFW
765
Mosaic Family Wealth
Missouri
$439K +$5.67K +87 +1%
MC
766
Middleton & Co
Massachusetts
$438K +$65.1K +1,000 +17%
OPS
767
Orion Portfolio Solutions
Nebraska
$437K -$50K -767 -10%
CWP
768
Corepath Wealth Partners
Arizona
$437K -$28.6K -415 -6%
DIA
769
Dana Investment Advisors
Wisconsin
$436K -$56.3K -864 -11%
WA
770
WBH Advisory
Maryland
$432K -$3.91K -60 -0.9%
ONST
771
Old North State Trust
North Carolina
$432K – – –
AWS
772
AJ Wealth Strategies
New York
$432K – – –
FFA
773
Founders Financial Alliance
North Carolina
$431K – – –
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K +$171K +2,632 +66%
CFO
775
CVA Family Office
Colorado
$430K – – –
29 30
31
32 33