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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 %
OPW
776
Oxler Private Wealth
New York
$429K – – –
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$428K -$6.51K -100 -1%
WJWM
778
Williams Jones Wealth Management
New York
$427K – – –
TF
779
Tompkins Financial
New York
$423K – – –
TC
780
Truvestments Capital
Florida
$419K -$45.6K -700 -10%
AP
781
Atwood & Palmer
Missouri
$418K – – –
OFG
782
Oxford Financial Group
Indiana
$416K – – –
PO
783
Private Ocean
California
$414K – – –
ACM
784
Alpha Capital Management
Texas
$411K -$22.5K -345 -5%
AI
785
Accredited Investors
Minnesota
$406K -$428K -6,578 -51%
NIA
786
Northstar Investment Advisors
Colorado
$406K – – –
JPLA
787
Joseph P. Lucia & Associates
New York
$404K +$404K +6,200 New
RWA
788
Ropes Wealth Advisors
Massachusetts
$403K – – –
CAM
789
Concorde Asset Management
Michigan
$402K – – –
CFA
790
CWS Financial Advisors
Michigan
$402K – – –
GAM
791
Geier Asset Management
Maryland
$402K +$1.66K +24 +0.4%
RIA
792
Realta Investment Advisors
Delaware
$402K +$31.7K +486 +9%
PPP
793
Private Portfolio Partners
New Jersey
$401K -$521 -8 -0.1%
GIA
794
Guyasuta Investment Advisors
Pennsylvania
$400K – – –
RMDI
795
R.M. Davis Inc
Maine
$399K -$39.7K -610 -9%
BW
796
Bison Wealth
Georgia
$399K – – –
HWA
797
HCR Wealth Advisors
California
$398K +$398K +6,112 New
EIA
798
Eldridge Investment Advisors
New Hampshire
$397K -$45.9K -704 -10%
AIP
799
ARS Investment Partners
New York
$397K -$39.4K -605 -9%
ACM
800
Advisors Capital Management
New Jersey
$396K +$192K +2,953 +94%
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