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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
1
Financial Perspectives
Minnesota
$83.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$81.1M
3
AIP
3
Ameritas Investment Partners
Nebraska
$36.9M
4
AF
4
Allworth Financial
California
$32.6M
5
WIA
5
World Investment Advisors
California
$33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$833M
2
CM
2
Churchill Management
California
$206M
3
HNB
3
Huntington National Bank
Ohio
$116M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.32B
5
Stifel Financial
5
Stifel Financial
Missouri
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
MUFG Americas
New York
$20.2M -$1.97M -30,228 -9%
CFA
102
Cahill Financial Advisors
Minnesota
$20.2M -$2.61M -40,105 -11%
PFM
103
Parsec Financial Management
North Carolina
$19.7M +$3.66M +56,136 +23%
TCM
104
Traynor Capital Management
Pennsylvania
$19.5M -$1.01M -15,566 -5%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$19.1M -$1.9M -29,107 -9%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$19M +$182K +2,790 +1%
PR
107
Payden & Rygel
California
$18.9M -$17.2M -263,888 -48%
SFI
108
SPC Financial Inc
Maryland
$18.8M +$143K +2,189 +0.8%
UB
109
UMB Bank
Missouri
$18.7M +$1.55M +23,875 +9%
WWM
110
Western Wealth Management
Colorado
$18.7M -$630K -9,670 -3%
CL
111
Choreo LLC
Illinois
$18.5M -$816K -12,535 -4%
MGIA
112
Moneta Group Investment Advisors
Missouri
$18.3M +$2.87K +44 +0%
SWPG
113
Strategic Wealth Partners Group
Illinois
$18.3M -$228K -3,496 -1%
AIA
114
Alera Investment Advisors
Illinois
$18.2M +$271K +4,164 +2%
ASN
115
Advisory Services Network
Georgia
$18.1M -$2.6M -39,952 -13%
SWM
116
Spire Wealth Management
Virginia
$18M +$18M +275,943 New
BZWA
117
Blue Zone Wealth Advisors
California
$17.8M -$380K -5,834 -2%
PCTC
118
Perkins Coie Trust Company
Washington
$17.5M -$1.29M -19,825 -7%
AAS
119
Avantax Advisory Services
Texas
$17.2M -$3.67M -56,371 -18%
PIA
120
Powell Investment Advisors
Florida
$17.2M -$260K -3,987 -1%
ANB
121
Amarillo National Bank
Texas
$17.1M -$158K -2,429 -0.9%
V
122
Veritable
Delaware
$16.9M – – –
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$16.3M +$15.7K +241 +0.1%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$16.3M -$1.46M -22,355 -8%
HF
125
Halpern Financial
Virginia
$16.1M -$197K -3,020 -1%
3 4
5
6 7