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iShares S&P 500 Growth ETF
IVW

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 %
LGWM
851
Litman Gregory Wealth Management
California
$316K – – –
VAM
852
Verity Asset Management
North Carolina
$315K +$60.3K +927 +24%
PL
853
Plancorp LLC
Missouri
$314K -$1.04K -16 -0.3%
FPCP
854
Fort Point Capital Partners
California
$308K -$129K -1,984 -30%
RRWA
855
Rainey & Randall Wealth Advisors
Florida
$308K – – –
SAM
856
Summit Asset Management
Tennessee
$307K – – –
MSFS
857
Main Street Financial Solutions
Pennsylvania
$306K -$3.52K -54 -1%
BAMG
858
Brand Asset Management Group
Missouri
$304K – – –
EVC
859
Eidelman Virant Capital
Missouri
$302K – – –
FANJ
860
Financial Architects (New Jersey)
New Jersey
$296K +$39.5K +608 +15%
CCM
861
Condor Capital Management
New Jersey
$295K -$18.7K -287 -6%
PCMC
862
Private Capital Management (Colorado)
Colorado
$294K -$13.7K -210 -4%
CCB
863
Cutter & Co Brokerage
Missouri
$292K -$3.64K -56 -1%
JCM
864
Jag Capital Management
Missouri
$292K +$292K +4,482 New
Asset Management One
865
Asset Management One
Japan
$292K +$292K +4,500 New
AC
866
Alexandria Capital
Virginia
$291K -$2.93K -45 -1%
MAG
867
MRA Advisory Group
New Jersey
$291K +$326 +5 +0.1%
TI
868
Trexquant Investment
Connecticut
$289K -$135K -2,068 -32%
T
869
TrueFG
Texas
$289K – – –
CPSAC
870
Chas P. Smith & Associates (CPS)
Florida
$288K – – –
BAAM
871
Baker Avenue Asset Management
California
$288K – – –
KIA
872
KCM Investment Advisors
California
$287K -$33.9K -520 -11%
WS
873
Wedbush Securities
California
$287K -$9.77K -150 -3%
WHG
874
Westwood Holdings Group
Texas
$287K – – –
WIC
875
Woodmont Investment Counsel
Tennessee
$286K +$23.8K +365 +9%
33 34
35
36 37