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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 %
TW
801
TrinityPoint Wealth
Connecticut
$394K – – –
AA
802
Ancora Advisors
Ohio
$392K -$25.6K -393 -6%
LJAC
803
L.J. Altfest & Co
New York
$391K – – –
WTB
804
Washington Trust Bank
Washington
$387K -$88.5K -1,358 -19%
EVM
805
Eaton Vance Management
Massachusetts
$386K – – –
FPIS
806
Financial Planning & Information Services
Wisconsin
$386K – – –
WPC
807
White Pine Capital
Minnesota
$386K +$386K +5,926 New
VBFG
808
Vishria Bird Financial Group
Tennessee
$383K -$15K -231 -4%
VWA
809
V Wealth Advisors
Kansas
$376K -$672K -10,304 -64%
LC
810
Lindbrook Capital
California
$373K -$256K -3,928 -41%
LB
811
Legacy Bridge
Iowa
$373K +$13K +200 +4%
IP
812
Intellectus Partners
California
$371K -$58.6K -900 -14%
CWM
813
Chesapeake Wealth Management
Virginia
$371K -$23.1K -355 -6%
SFG
814
SNS Financial Group
Minnesota
$371K – – –
BC
815
Brio Consultants
California
$370K -$196 -3 -0.1%
MI
816
Moneywise Inc
Virginia
$369K +$456 +7 +0.1%
RG
817
Rikoon Group
New Mexico
$367K – – –
Neuberger Berman Group
818
Neuberger Berman Group
New York
$366K +$205K +25,769 +127%
KFS
819
Kaizen Financial Strategies
California
$361K -$377K -5,792 -51%
PL
820
Parthenon LLC
Kentucky
$357K – – –
3LCM
821
3D/L Capital Management
Connecticut
$356K +$356K +5,465 New
Chevy Chase Trust
822
Chevy Chase Trust
Maryland
$353K +$28.6K +440 +9%
WA1
823
Wimmer Associates 1
California
$352K – – –
EB
824
Eastern Bank
Massachusetts
$350K – – –
TGAM
825
TBH Global Asset Management
Tennessee
$350K +$17.6K +271 +5%
31 32
33
34 35