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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 %
GWM
1151
Greenhouse Wealth Management
Connecticut
-$104K -1,632 Closed
MCM
1152
McMillion Capital Management
North Carolina
-$88K -1,384 Closed
Vontobel Holding
1153
Vontobel Holding
Switzerland
-$80K -1,252 Closed
SFG
1154
Sowa Financial Group
Rhode Island
-$79K -1,232 Closed
PCA
1155
Peddock Capital Advisors
Massachusetts
-$79K -1,232 Closed
CTFG
1156
Capstone Triton Financial Group
Oklahoma
-$76K -1,188 Closed
RPWA
1157
Regent Peak Wealth Advisors
Georgia
-$72K -1,136 Closed
HGWM
1158
Harvest Group Wealth Management
Massachusetts
-$70K -1,096 Closed
PFO
1159
Pathstone Family Office
New Jersey
-$61K -949 Closed
ICP
1160
Interchange Capital Partners
Pennsylvania
-$56K -878 Closed
D
1161
Diversified
Delaware
-$138K -597 Closed
FPCG
1162
Fort Pitt Capital Group
Pennsylvania
-$31K -492 Closed
CIM
1163
Contravisory Investment Management
Massachusetts
-$22K -350 Closed
IA
1164
Inspire Advisors
Idaho
-$20K -320 Closed
GA
1165
GoalVest Advisory
New York
-$16K -252 Closed
OIM
1166
Oder Investment Management
California
-$10K -168 Closed
LGA
1167
Lebenthal Global Advisors
New York
-$6K -101 Closed
UFF
1168
USA Financial Formulas
Michigan
-$6K -96 Closed
TIAM2
1169
Tru Independence Asset Management 2
Oregon
-$5K -72 Closed
ACA
1170
Aptus Capital Advisors
Alabama
-$3K -53 Closed
IWMA
1171
Ironwood Wealth Management (Arizona)
Arizona
-$3K -44 Closed
BHWM
1172
Bay Harbor Wealth Management
Maryland
-$1K -12 Closed
CIAS
1173
CBIZ Investment Advisory Services
Ohio
-$6K