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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
1001
Kings Point Capital Management
New York
$117K
RDFA
1002
Ritter Daniher Financial Advisory
Ohio
$114K -$142K -2,180 -55%
GI
1003
Gradient Investments
Minnesota
$112K +$104K +1,593 +1,295%
LWA
1004
Lowe Wealth Advisors
Maryland
$111K
CWA
1005
Clearview Wealth Advisors
Oregon
$106K -$88.5K -1,356 -46%
CCM
1006
Cribstone Capital Management
Maine
$104K -$10.5K -160 -9%
BWM
1007
Baystate Wealth Management
Massachusetts
$101K +$130 +2 +0.1%
PA
1008
Perennial Advisors
New York
$101K +$101K +1,548 New
HBT
1009
Hills Bank & Trust
Iowa
$100K +$100K +1,540 New
BFG
1010
Baron Financial Group
New Jersey
$99.5K
RG
1011
Retirement Group
California
$99K +$65 +1 +0.1%
FFA
1012
Freedman Financial Associates
Massachusetts
$99K +$196 +3 +0.2%
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$95K
CHC
1014
City Holding Co
West Virginia
$93K
FCM
1015
Firestone Capital Management
Florida
$92K
HWA
1016
HHM Wealth Advisors
Tennessee
$85K +$1.5K +23 +2%
BNP Paribas Financial Markets
1017
BNP Paribas Financial Markets
France
$84.7K -$2.4M -36,794 -97%
CCA
1018
Column Capital Advisors
Indiana
$81K
CIA
1019
Cascade Investment Advisors
Oregon
$78.1K
GWSG
1020
GPS Wealth Strategies Group
Colorado
$76K +$76K +1,180 New
HIIFS
1021
Harel Insurance Investments & Financial Services
Israel
$73K +$35.2K +540 +93%
BA
1022
Ballast Advisors
Minnesota
$72K -$520 -8 -0.7%
FF
1023
FourThought Financial
Florida
$72K
RE
1024
RBC Europe
United Kingdom
$71.6K
LDFR
1025
Lehman & Derafelo Financial Resources
Pennsylvania
$68K