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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $22.4B invested in iShares S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 449 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+36
Holders Change %
+3.28%
% of All Funds
19.76%
Holding in Top 10
94
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.62%
% of All Funds
1.64%
New
86
Increased
338
Reduced
449
Closed
36
Calls
$13.6M
Puts
$2.32M
Net Calls
+$11.3M
Net Calls Change
+$7.28M

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$126M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$61.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$54M
4
Ameriprise
4
Ameriprise
Minnesota
$608M
5
Bank of America
5
Bank of America
North Carolina
$1.29B

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$6.25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.41B
3
Wells Fargo
3
Wells Fargo
California
$1.25B
4
GL
4
Graypoint LLC
New York
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
376
Great Point Wealth Advisors
Massachusetts
$2.65M – – –
CF
377
Corrigan Financial
Rhode Island
$2.64M -$45.8K -630 -2%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$2.61M +$569K +7,819 +28%
MAFM
379
Mid Atlantic Financial Management
Pennsylvania
$2.6M -$37.3K -513 -1%
SW
380
SVB Wealth
Massachusetts
$2.59M -$7.2K -99 -0.3%
SCI
381
S&CO Inc
Massachusetts
$2.59M -$161K -2,210 -6%
LWMM
382
Legacy Wealth Management (Mississippi)
Mississippi
$2.55M -$197K -2,708 -7%
EPP
383
ETF Portfolio Partners
Kansas
$2.52M +$87K +1,196 +4%
PA
384
Procyon Advisors
Connecticut
$2.5M +$60.9K +837 +3%
BJL
385
Brighton Jones LLC
Washington
$2.49M +$9.82K +135 +0.4%
FCI
386
Financial Counselors Inc
Kansas
$2.49M -$17.7K -244 -0.7%
RIS
387
Retirement Income Solutions
Michigan
$2.49M -$1.91M -26,261 -43%
CIA
388
Choate Investment Advisors
Massachusetts
$2.49M -$71.6K -985 -3%
SAM
389
Securian Asset Management
Minnesota
$2.49M -$5.32M -73,100 -68%
HWM
390
Howard Wealth Management
Connecticut
$2.48M +$2.11K +29 +0.1%
OPA
391
Old Port Advisors
Maine
$2.48M -$284K -3,779 -10%
GVAG
392
Great Valley Advisor Group
Delaware
$2.47M +$872K +12,002 +54%
MPCG
393
Matrix Private Capital Group
New York
$2.45M -$3.93K -54 -0.2%
SLT
394
St Louis Trust
Missouri
$2.44M – – –
BA
395
Bellwether Advisors
Nebraska
$2.44M +$489K +6,717 +25%
RRA
396
Round Rock Advisors
Connecticut
$2.42M -$27.1K -373 -1%
FCFC
397
First Commonwealth Financial Corp
Pennsylvania
$2.41M -$170K -2,339 -7%
FHC
398
First Horizon Corporation
Tennessee
$2.39M -$322K -4,431 -12%
RWG
399
Regal Wealth Group
California
$2.37M -$145K -1,999 -6%
MCM
400
Manchester Capital Management
Vermont
$2.35M -$2.47K -34 -0.1%
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16
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