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iShares S&P 500 Growth ETF
IVW

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 %
SWA
1026
SOA Wealth Advisors
New York
$67K – – –
SSC
1027
Syverson Strege & Co
Iowa
$66K – – –
VCM
1028
Vigilant Capital Management
Maine
$65K – – –
SBL
1029
Sargent Bickham Lagudis
Colorado
$65K – – –
RWB
1030
RMR Wealth Builders
New Jersey
$65K +$130 +2 +0.2%
SFSIG
1031
San Francisco Sentry Investment Group
California
$63K – – –
CWA
1032
Carolina Wealth Advisors
South Carolina
$61K – – –
BWL
1033
Bogart Wealth LLC
Virginia
$61K +$61K +931 New
M
1034
MOTCO
Texas
$60K – – –
PWM
1035
Provident Wealth Management
Tennessee
$52K – – –
FA
1036
Faithward Advisors
Pennsylvania
$52K +$52K +800 New
TLFA
1037
True Link Financial Advisors
California
$50K – – –
EW
1038
Emerson Wealth
Michigan
$50K +$50K +772 New
CPWM
1039
Cypress Point Wealth Management
Texas
$49K – – –
AFS
1040
Annapolis Financial Services
Maryland
$48K – – –
IBOK
1041
Independence Bank of Kentucky
Kentucky
$48K – – –
MIM
1042
Macroview Investment Management
Maryland
$44K -$65 -1 -0.1%
PP
1043
PrairieView Partners
Minnesota
$44K – – –
RP
1044
Rice Partnership
Hawaii
$43K – – –
AIC
1045
Archer Investment Corporation
Indiana
$40.4K – – –
CICI
1046
Capital Investment Counsel Inc
North Carolina
$40K – – –
WWM
1047
Wolff Wiese Magana
California
$39K – – –
SL
1048
Savior LLC
Massachusetts
$37K – – –
MFA
1049
McClarren Financial Advisors
Pennsylvania
$36K +$65 +1 +0.2%
SFPG
1050
Stonebridge Financial Planning Group
Florida
$36K +$36K +530 New
40 41
42
43 44