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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 %
GIM
151
Goelzer Investment Management
Indiana
$12.5M -$1.03M -15,750 -8%
BEC
152
Blue Edge Capital
Virginia
$12.4M +$1.29M +19,805 +12%
GW
153
GW & Wade
Massachusetts
$12.3M +$7.02M +107,861 +134%
PGFC
154
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$506K +7,776 +4%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$12.2M +$7.88M +120,995 +184%
AI
156
Atria Investments
North Carolina
$12M -$172K -2,643 -1%
GIA
157
Gladstone Institutional Advisory
Florida
$11.9M -$104K -1,604 -0.9%
WANY
158
Wealthspire Advisors (New York)
New York
$11.8M -$717K -11,010 -6%
CAG
159
Csenge Advisory Group
Florida
$11.8M -$357K -5,194 -3%
GL
160
Graypoint LLC
New York
$11.4M +$9.2M +784,141 +411%
GPA
161
Guidance Point Advisors
Massachusetts
$11.3M +$131K +2,018 +1%
AFC
162
Adaptive Financial Consulting
Ohio
$11.3M +$1.36M +20,887 +14%
BL
163
Balentine LLC
Georgia
$11M -$3.39K -52 -0%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$10.7M +$3.33M +51,100 +45%
WP
165
WealthPLAN Partners
Nebraska
$10.5M +$111K +1,617 +1%
PAG
166
Private Advisory Group
Washington
$10.5M +$2.02M +31,038 +24%
CA
167
Centerpoint Advisors
Massachusetts
$10.2M -$123K -1,884 -1%
CAL
168
Capital Analysts LLC
Pennsylvania
$10.2M +$6.57M +100,859 +183%
JIC
169
Johnson Investment Counsel
Ohio
$9.98M +$68.2K +1,048 +0.7%
AIM
170
Acropolis Investment Management
Missouri
$9.98M -$92.3K -1,417 -0.9%
CPSC
171
Carl P. Sherr & Co
Massachusetts
$9.95M +$640K +9,836 +7%
BPA
172
Beacon Pointe Advisors
California
$9.92M +$717K +11,020 +8%
BFPW
173
BOK Financial Private Wealth
Colorado
$9.82M -$822K -12,617 -8%
HW
174
Hancock Whitney
Mississippi
$9.62M -$2.76M -42,338 -22%
EWM
175
EPG Wealth Management
Georgia
$9.61M -$1.11M -17,000 -10%