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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
Huntington National Bank
Ohio
+$126M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54M
4
Ameriprise
Ameriprise
Minnesota
+$32.8M
5
Bank of America
Bank of America
North Carolina
+$24.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
3
Wells Fargo
Wells Fargo
California
-$61.2M
4
GL
Graypoint LLC
New York
-$59.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
551
Mattern Capital Management
Colorado
$1.06M +$175K +2,399 +20%
1CP
552
17 Capital Partners
Arizona
$1.05M +$1.05M +14,473 New
SC
553
Scotia Capital
Ontario, Canada
$1.05M -$48.6K -669 -4%
TIA
554
Tiemann Investment Advisors
California
$1.05M -$17.3K -238 -2%
PAMG
555
Patton Albertson Miller Group
Tennessee
$1.05M +$103K +1,418 +11%
GT
556
Glenview Trust
Kentucky
$1.05M -$12.2K -168 -1%
IWS
557
Insight Wealth Strategies
California
$1.04M -$452K -6,213 -30%
CCMD
558
Cypress Capital Management (Delaware)
Delaware
$1.04M – – –
WPC
559
White Pine Capital
Minnesota
$1.02M +$569K +7,530 +127%
CFGS
560
Concourse Financial Group Securities
Alabama
$1.01M -$152K -2,083 -13%
GFP
561
Gryphon Financial Partners
Ohio
$1.01M – – –
NCM
562
Next Capital Management
New York
$1.01M – – –
UFA
563
US Financial Advisors
Massachusetts
$1.01M -$1.27M -17,412 -56%
KCM
564
Kennicott Capital Management
California
$1M – – –
CCT
565
Capital City Trust
Florida
$992K -$147K -2,019 -13%
FHA
566
Flagship Harbor Advisors
Massachusetts
$986K -$34.6K -476 -3%
MWM
567
Mission Wealth Management
California
$986K -$11.7K -161 -1%
ATFA
568
All Terrain Financial Advisors
Minnesota
$985K – – –
EWF
569
Epstein & White Financial
California
$982K -$13.4K -185 -1%
NEWAS
570
N.E.W. Advisory Services
Wisconsin
$981K -$232K -3,192 -19%
PWA
571
Providence Wealth Advisors
Illinois
$978K -$4.6K -62 -0.5%
S
572
SignatureFD
Georgia
$977K +$58.5K +804 +6%
VVP
573
Venture Visionary Partners
Ohio
$975K -$75.8K -1,042 -7%
SCM
574
SOL Capital Management
Maryland
$974K -$90.9K -1,250 -9%
FNT
575
First National Trust
Pennsylvania
$974K -$26.1K -359 -3%
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