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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 %
RCIM
1101
Red Cedar Investment Management
Michigan
-$11.3M -177,103 Closed
PWAG
1102
Polaris Wealth Advisory Group
California
-$7.45M -115,037 Closed
AIA
1103
Arrow Investment Advisors
Maryland
-$6.38M -100,021 Closed
ACA
1104
Ascension Capital Advisors
Texas
-$6.06M -94,998 Closed
AAM
1105
Ascension Asset Management
New York
-$6.06M -94,998 Closed
IWMWV
1106
Ironwood Wealth Management (West Virginia)
West Virginia
-$5.91M -92,612 Closed
HSBC Holdings
1107
HSBC Holdings
United Kingdom
-$5.1M -79,902 Closed
CCFM
1108
Clear Creek Financial Management
Washington
-$3.63M -56,883 Closed
HF
1109
HRT Financial
New York
-$2.57M -40,292 Closed
DWA
1110
Dorsey Wright & Associates
California
-$2.51M -39,390 Closed
ECG
1111
Edge Capital Group
Georgia
-$2M -31,400 Closed
EP
1112
Edgestream Partners
New Jersey
-$1.87M -29,343 Closed
CIBC World Market
1113
CIBC World Market
Ontario, Canada
-$1.66M -25,984 Closed
RIA
1114
Regal Investment Advisors
Michigan
-$1.32M -20,743 Closed
IWA
1115
IBEX Wealth Advisors
New Jersey
-$1.3M -20,424 Closed
CS
1116
Credit Suisse
Switzerland
-$1.21M -18,956 Closed
MYIA
1117
Mount Yale Investment Advisors
Colorado
-$1.16M -18,169 Closed
BA
1118
Bridge Advisory
California
-$1.02M -15,928 Closed
CFO
1119
Collective Family Office
Pennsylvania
-$829K -12,996 Closed
FEM
1120
Fulcrum Equity Management
Texas
-$620K -9,715 Closed
FFS
1121
Founders Financial Securities
Maryland
-$611K -9,576 Closed
SLWS
1122
Swaine & Leidel Wealth Services
Florida
-$565K -8,858 Closed
NAS
1123
Nicolet Advisory Services
Wisconsin
-$551K -8,634 Closed
Fiera Capital (Canada)
1124
Fiera Capital (Canada)
Quebec, Canada
-$537K -8,408 Closed
TA
1125
Trellis Advisors
Washington
-$492K -7,712 Closed