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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 %
PAM
826
Palisade Asset Management
Minnesota
$348K – – –
PWP
827
Principle Wealth Partners
Connecticut
$346K -$33.4K -513 -9%
RBC
828
Roble Belko & Company
Pennsylvania
$345K – – –
OPWM
829
Oakwell Private Wealth Management
Texas
$345K – – –
VAS
830
Vestmark Advisory Solutions
Massachusetts
$344K -$156K -2,397 -31%
KFI
831
Key Financial Inc
Pennsylvania
$344K – – –
NL
832
Navalign LLC
California
$343K +$343K +5,270 New
ADL
833
Asset Dedication LLC
California
$342K – – –
JIP
834
Jaffetilchin Investment Partners
Florida
$341K -$73.5K -1,130 -18%
SF
835
Synovus Financial
Georgia
$340K -$4.29M -65,894 -93%
WWM
836
WT Wealth Management
Arizona
$338K – – –
CP
837
Covenant Partners
Tennessee
$337K – – –
MWP
838
Madison Wealth Partners
Wisconsin
$336K – – –
GSEP
839
Golden State Equity Partners
California
$334K -$57.4K -882 -15%
OCG
840
Opus Capital Group
Ohio
$334K – – –
GG
841
Gleason Group
Kentucky
$333K +$520 +8 +0.2%
CAC
842
Core Alternative Capital
Georgia
$332K – – –
FB
843
Fulton Bank
Pennsylvania
$331K – – –
CFC
844
Coyle Financial Counsel
Illinois
$329K – – –
WCM
845
WealthBridge Capital Management
Ohio
$326K -$33.6K -516 -9%
SC
846
Schoolcraft Capital
Colorado
$324K +$324K +4,976 New
MP
847
McDonald Partners
Ohio
$323K +$456 +7 +0.1%
SWA
848
Stratos Wealth Advisors
Ohio
$321K +$321K +4,926 New
CAG
849
Curtis Advisory Group
California
$319K – – –
ATC
850
Argent Trust Co
Tennessee
$318K +$17.4K +267 +6%
32 33
34
35 36