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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 %
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$178K – – –
LWM
977
Liberty Wealth Management
California
$177K – – –
SIM
978
Sonora Investment Management
Arizona
$173K – – –
RIM
979
Rockbridge Investment Management
New York
$167K – – –
CAAS
980
Capital Asset Advisory Services
Michigan
$167K +$65 +1 +0%
SG Americas Securities
981
SG Americas Securities
New York
$163K +$163K +2,500 New
JWA
982
JFS Wealth Advisors
Pennsylvania
$161K – – –
FBT
983
First Bank & Trust
South Dakota
$160K – – –
CTB
984
Country Trust Bank
Illinois
$158K – – –
IFA
985
Interactive Financial Advisors
Illinois
$157K -$65 -1 -0%
SC
986
Sawyer & Company
Massachusetts
$156K – – –
AWM
987
Accel Wealth Management
Iowa
$155K +$5.16K +79 +3%
LWP
988
Lumature Wealth Partners
Georgia
$155K +$5.74K +88 +4%
RFA
989
Reilly Financial Advisors
California
$150K – – –
SAS
990
Stelac Advisory Services
New York
$148K +$16.6K +255 +13%
SFC
991
SYM Financial Corp
Indiana
$142K – – –
CHA
992
Carmichael Hill & Associates
Maryland
$131K -$5.78K -89 -4%
TWA
993
TCI Wealth Advisors
Arizona
$130K -$2.01K -31 -2%
AP
994
Arlington Partners
Alabama
$130K – – –
CFFP
995
Center for Financial Planning
Michigan
$130K +$130K +1,992 New
BAM
996
Barrett Asset Management
New York
$127K – – –
SFA
997
Stewardship Financial Advisors
Georgia
$127K – – –
POIA
998
Pin Oak Investment Advisors
Texas
$121K – – –
TH
999
TCTC Holdings
Texas
$119K – – –
MAM
1000
Meeder Asset Management
Ohio
$117K -$50.4K -772 -30%
38 39
40
41 42