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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 %
Two Sigma Investments
401
Two Sigma Investments
New York
$2.33M -$31.9M -438,300 -93%
MGIA
402
Matthew Goff Investment Advisor
Texas
$2.32M – – –
BIP
403
Bouvel Investment Partners
Pennsylvania
$2.31M -$1.09K -15 -0%
EAM
404
Evanson Asset Management
California
$2.28M +$1.53K +21 +0.1%
EFS
405
Essex Financial Services
Connecticut
$2.26M – – –
CF
406
Centaurus Financial
California
$2.25M +$763K +10,489 +51%
CA
407
Calton & Associates
Florida
$2.24M -$260K -3,571 -10%
BONH
408
Bank of New Hampshire
New Hampshire
$2.24M +$2.24M +30,738 New
BF
409
Blankinship & Foster
California
$2.22M -$40.5K -557 -2%
BHWM
410
Bar Harbor Wealth Management
New Hampshire
$2.21M -$276K -3,798 -11%
OWA
411
Outlook Wealth Advisors
Texas
$2.21M -$793K -10,907 -26%
EP
412
Eudaimonia Partners
Tennessee
$2.17M +$642K +8,826 +42%
MPW
413
MA Private Wealth
California
$2.16M +$1.16K +16 +0.1%
STA
414
Summit Trail Advisors
New York
$2.16M -$791K -10,879 -27%
IFWM
415
Institute for Wealth Management
Colorado
$2.14M -$27.7K -381 -1%
A
416
AdvicePeriod
California
$2.14M +$2.14M +29,397 New
SG
417
StoneX Group
New York
$2.13M +$117K +1,609 +6%
FDCC
418
Foster Dykema Cabot & Co
Massachusetts
$2.1M -$117K -1,611 -5%
ZCA
419
Zeke Capital Advisors
Pennsylvania
$2.1M – – –
TWM
420
Tolleson Wealth Management
Texas
$2.08M – – –
QCM
421
Quest Capital Management
Texas
$2.08M -$29.1K -400 -1%
FCBT
422
First Citizens Bank & Trust
North Carolina
$2.08M -$20.2K -278 -1%
AIP
423
Ahrens Investment Partners
Louisiana
$2.07M -$97.4K -1,339 -4%
VFA
424
Valeo Financial Advisors
Indiana
$2.07M -$37.5K -515 -2%
CWM
425
CCG Wealth Management
California
$2.05M -$5.96K -82 -0.3%
15 16
17
18 19