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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 %
ZF
901
Zhang Financial
Michigan
$257K – – –
OCM
902
Oakwood Capital Management
California
$256K -$33.2K -510 -11%
KCM
903
Karp Capital Management
California
$256K – – –
OWM
904
Opes Wealth Management
California
$256K +$256K +1,600 New
PGA
905
Portland Global Advisors
Maine
$255K – – –
GKWIM
906
Gerber Kawasaki Wealth & Investment Management
California
$255K – – –
EWA
907
Exencial Wealth Advisors
Oklahoma
$253K -$13.2K -202 -5%
JF
908
JSF Financial
California
$250K -$92.4K -1,422 -27%
HCMT
909
Highland Capital Management (Tennessee)
Tennessee
$249K – – –
CSM
910
CAMG Solamere Management
North Carolina
$249K – – –
EIG
911
Ellenbecker Investment Group
Wisconsin
$247K -$23.6K -363 -9%
PSIWM
912
Paradigm Strategies in Wealth Management
Minnesota
$247K +$247K +3,788 New
BCA
913
Bay Colony Advisors
Massachusetts
$246K +$390 +6 +0.2%
AL
914
Aspiriant LLC
California
$245K -$225K -3,460 -48%
Calamos Advisors
915
Calamos Advisors
Illinois
$245K – – –
RA
916
RFG Advisory
Alabama
$244K -$3.2M -49,017 -93%
AWM
917
Altium Wealth Management
New York
$244K -$31.7K -488 -12%
SMA
918
Sage Mountain Advisors
Georgia
$244K – – –
MAS
919
Managed Account Services
Florida
$240K -$1.95K -30 -0.8%
MFT
920
Moisand Fitzgerald Tamayo
Florida
$240K – – –
WB
921
WesBanco Bank
West Virginia
$240K +$240K +3,678 New
TCWM
922
Total Clarity Wealth Management
Illinois
$240K +$240K +3,687 New
SC
923
Steph & Co
Wisconsin
$239K -$119K -1,828 -33%
OHIS
924
Oak Harvest Investment Services
Texas
$239K +$261 +4 +0.1%
CAM
925
Covenant Asset Management
New Jersey
$238K – – –
35 36
37
38 39