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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 %
HSWM
951
Hubbell Strickland Wealth Management
Louisiana
$215K +$326 +5 +0.2%
FNB
952
Farmers National Bank
Kentucky
$214K -$2.47K -38 -1%
EWM
953
Echo Wealth Management
Minnesota
$212K – – –
EW
954
Evoke Wealth
California
$212K +$65 +1 +0%
BCI
955
Brinker Capital Investments
Pennsylvania
$211K +$211K +3,241 New
MKC
956
M. Kraus & Co
Vermont
$211K +$211K +3,246 New
GCA
957
Gradient Capital Advisors
California
$210K – – –
PRS
958
Pinkerton Retirement Specialists
Idaho
$210K +$210K +3,227 New
QAM
959
QCI Asset Management
New York
$208K – – –
IWP
960
Icon Wealth Partners
Texas
$208K +$208K +3,192 New
CG
961
Caprock Group
Idaho
$207K – – –
KCPG
962
Kavar Capital Partners Group
Kansas
$207K +$207K +3,176 New
TCOV
963
Trust Company of Vermont
Vermont
$206K -$65.9K -1,012 -24%
SW
964
SkyOak Wealth
Michigan
$204K +$204K +2,918 New
EE
965
EWG Elevate
California
$203K -$4.02M -61,769 -95%
LG
966
Leuthold Group
Minnesota
$203K -$89.9K -1,380 -31%
BFIM
967
Beese Fulmer Investment Management
Ohio
$203K +$203K +3,121 New
QCIG
968
Quad-Cities Investment Group
Iowa
$202K -$9.76K -150 -5%
AA
969
Aufman Associates
Pennsylvania
$202K -$6.98K -107 -3%
WT
970
Washington Trust
Rhode Island
$202K – – –
AFA
971
Atlanta Financial Associates
Georgia
$201K – – –
GG
972
Gofen & Glossberg
Illinois
$201K +$201K +3,084 New
TFS
973
Thoroughbred Financial Services
Tennessee
$201K +$201K +3,092 New
PMFA
974
Plante Moran Financial Advisors
Michigan
$197K -$254K -3,892 -56%
RMC
975
Resources Management Corp
Connecticut
$182K – – –
37 38
39
40 41