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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 %
RHP
876
Royal Harbor Partners
Texas
$285K – – –
BA
877
Bluesphere Advisors
Pennsylvania
$283K +$14.1K +216 +5%
SFO
878
Stokes Family Office
Louisiana
$283K +$283K +4,351 New
WLPWM
879
Walled Lake Planning & Wealth Management
Illinois
$280K -$2.08K -32 -0.7%
CCA
880
Clearwater Capital Advisors
Illinois
$279K -$30.1K -463 -10%
AC
881
Apella Capital
Connecticut
$279K – – –
UWPG
882
Ullmann Wealth Partners Group
Florida
$275K – – –
CFAM
883
Center For Asset Management
Florida
$274K -$65 -1 -0%
MOS
884
MGO One Seven
Ohio
$273K -$5.79K -89 -2%
NHC
885
Nicholas Hoffman & Company
Georgia
$273K – – –
SSW
886
Smith Shellnut Wilson
Mississippi
$270K -$495K -7,600 -65%
GPA
887
Garrison Point Advisors
California
$269K -$3.26K -50 -1%
CAMG
888
CWA Asset Management Group
Florida
$269K +$269K +4,129 New
FWM
889
Filbrandt Wealth Management
Wisconsin
$267K – – –
BTWM
890
Baker Tilly Wealth Management
Wisconsin
$267K +$9.13K +140 +4%
LRIA
891
Leonard Rickey Investment Advisors
Washington
$262K -$1.5K -23 -0.6%
TF
892
TRH Financial
Iowa
$261K +$390 +6 +0.1%
CAN
893
Claraphi Advisory Network
United States
$261K +$13.7K +210 +6%
BIM
894
Baldwin Investment Management
Pennsylvania
$260K – – –
MMG
895
Monetary Management Group
Missouri
$260K – – –
CWA
896
Cornerstone Wealth Advisors
Minnesota
$260K +$260K +4,000 New
RWM
897
Ritholtz Wealth Management
New York
$260K +$260K +4,000 New
GJIC
898
Gamble Jones Investment Counsel
California
$259K – – –
FI
899
Financial Insights
Washington
$258K – – –
1W
900
1776 Wealth
Georgia
$258K – – –
34 35
36
37 38