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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
$83.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$81.1M
3
AIP
Ameritas Investment Partners
Nebraska
$36.9M
4
AF
Allworth Financial
California
$32.6M
5
WIA
World Investment Advisors
California
$33M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$833M
2
CM
Churchill Management
California
$206M
3
HNB
Huntington National Bank
Ohio
$116M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
5
Stifel Financial
Stifel Financial
Missouri
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWM
1126
Brown Miller Wealth Management
Virginia
– -$479K -7,501 Closed
PCIA
1127
Prime Capital Investment Advisors
Kansas
– -$470K -7,368 Closed
Renaissance Technologies
1128
Renaissance Technologies
New York
– -$396K -6,200 Closed
IWP
1129
Insight Wealth Partners
Texas
– -$393K -6,156 Closed
MSAM
1130
Moloney Securities Asset Management
Missouri
– -$393K -6,152 Closed
LHC
1131
Little House Capital
Massachusetts
– -$384K -6,028 Closed
LWM
1132
Laidlaw Wealth Management
New York
– -$306K -4,796 Closed
RWA
1133
Redhawk Wealth Advisors
Minnesota
– -$278K -4,356 Closed
DI
1134
DFPG Investments
Utah
– -$266K -4,111 Closed
RVPG
1135
Relative Value Partners Group
– -$257K -4,028 Closed
IAA
1136
Independent Advisor Alliance
North Carolina
– -$255K -3,992 Closed
Wolverine Trading
1137
Wolverine Trading
Illinois
– -$247K -3,887 Closed
MC
1138
Moors & Cabot
Massachusetts
– -$245K -3,812 Closed
AWA
1139
Arete Wealth Advisors
Illinois
– -$242K -3,806 Closed
FNBOO
1140
First National Bank of Omaha
Nebraska
– -$243K -3,800 Closed
SAM
1141
Strategy Asset Managers
California
– -$241K -3,769 Closed
BIC
1142
Beach Investment Counsel
Pennsylvania
– -$240K -3,760 Closed
RCA
1143
Rex Capital Advisors
Rhode Island
– -$207K -3,243 Closed
FFA
1144
First Foundation Advisors
California
– -$204K -3,204 Closed
QC
1145
QCM Cayman
Texas
– -$204K -3,200 Closed
PCM
1146
Parsons Capital Management
Rhode Island
– -$200K -3,132 Closed
SIS
1147
SVB Investment Services
Utah
– -$189K -2,960 Closed
FWM
1148
FSA Wealth Management
Massachusetts
– -$168K -2,640 Closed
Qube Research & Technologies (QRT)
1149
Qube Research & Technologies (QRT)
United Kingdom
– -$124K -1,938 Closed
CDIA
1150
Capital Directions Investment Advisors
Georgia
– -$108K -1,700 Closed
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