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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 %
HG
926
Harbor Group
New Hampshire
$238K +$207 +3 +0.1%
BBNA
927
Bremer Bank National Association
Minnesota
$238K +$238K +3,648 New
FSWA
928
Financial Synergies Wealth Advisors
Texas
$236K – – –
TA
929
TruWealth Advisors
Louisiana
$235K -$11.3K -174 -5%
TIM
930
Tortoise Investment Management
New York
$235K – – –
GSWM
931
Golden State Wealth Management
California
$234K – – –
FMTC
932
Farmers & Merchants Trust Company
California
$234K – – –
PBF
933
Petix & Botte Financial
California
$234K – – –
ATWA
934
Arbor Trust Wealth Advisors
Michigan
$233K – – –
HW
935
Hedeker Wealth
Illinois
$231K – – –
BC
936
Burney Company
Virginia
$227K -$17.7K -272 -7%
VWM
937
Venturi Wealth Management
Texas
$227K – – –
WPW
938
Waldron Private Wealth
Pennsylvania
$224K – – –
KF
939
Krilogy Financial
Missouri
$223K +$391 +6 +0.2%
AAS
940
Annex Advisory Services
Wisconsin
$221K – – –
CL
941
CIM LLC
New York
$221K – – –
WBG
942
Wharton Business Group
Pennsylvania
$220K +$8.45K +130 +4%
PWPS
943
Pinnacle Wealth Planning Services
Ohio
$219K -$148K -2,265 -40%
LS
944
Leelyn Smith
Illinois
$219K – – –
FCFC
945
First Citizens Financial Corp
Iowa
$219K – – –
FAT
946
First American Trust
California
$219K – – –
PAI
947
Pittenger & Anderson Inc
Nebraska
$219K +$99.4K +1,528 +83%
HFA
948
Hoover Financial Advisors
Pennsylvania
$217K +$270 +4 +0.1%
VC
949
Veery Capital
Delaware
$216K +$216K +3,323 New
SHGA
950
Sand Hill Global Advisors
California
$215K -$54K -829 -20%
36 37
38
39 40