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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 %
KJWM
576
Kiley Juergens Wealth Management
Washington
$972K – – –
CPIG
577
Chicago Partners Investment Group
Illinois
$972K +$688 +9 +0.1%
LNC
578
Lincoln National Corp
Pennsylvania
$964K +$89.9K +1,236 +10%
TFO
579
Tarbox Family Office
California
$963K – – –
CPA
580
Capital Planning Advisors
California
$960K – – –
CG
581
Corundum Group
Colorado
$959K – – –
QCG
582
Quadrant Capital Group
Ohio
$955K – – –
GPFA
583
Game Plan Financial Advisors
Ohio
$948K – – –
9WM
584
9258 Wealth Management
Ohio
$946K +$25.5K +350 +3%
DI
585
Disciplined Investments
Oklahoma
$943K +$126K +1,728 +15%
CB
586
Community Bank
New York
$941K -$14.5K -200 -2%
TFGT
587
TS Financial Group (TSFG)
Illinois
$941K +$73 +1 +0%
MA
588
MONECO Advisors
Connecticut
$940K -$277K -3,814 -23%
SHA
589
Seneca House Advisors
Virginia
$932K -$212K -2,918 -19%
TWP
590
Treybourne Wealth Planners
Indiana
$931K -$10.9K -150 -1%
IAIM
591
International Assets Investment Management
Florida
$929K -$873K -12,012 -48%
NDSI
592
Newman Dignan & Sheerar Inc
Rhode Island
$924K -$24.4K -335 -3%
IC
593
IEQ Capital
California
$921K +$391K +5,376 +74%
SFG
594
StrategIQ Financial Group
Indiana
$919K -$24.2K -333 -3%
Marshall Wace
595
Marshall Wace
United Kingdom
$918K +$918K +12,618 New
ACM
596
Azimuth Capital Management
Michigan
$896K -$14.7K -202 -2%
APW
597
Aurora Private Wealth
New Jersey
$896K +$358K +4,928 +67%
PWM
598
Perigon Wealth Management
California
$884K – – –
WQ
599
Wealth Quarterback
New Jersey
$882K +$882K +12,120 New
BCM
600
Brasada Capital Management
Texas
$873K -$24.7K -340 -3%
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24
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